Page 6 - Profiles In Business 2021

PROFILES IN BUSINESS
Bassett, Dawson & Foy, Inc.
Financial Planning is a process... At Bassett, Dawson & Foy, the financial planning process begins with identifying and prioritizing your specific financial objectives. Together, we determine short- and long-term strategies that we think have the best potential for achieving your objectives. We can then either assist in the implementation of your plan or coordinate our efforts with other professionals of your choice. In either case, we review your progress you are making and periodically review and revise our recommended actions to provide you with a dynamic, up-to-date, and comprehensive plan that
is designed to meet your unique needs.
With over 100 years of combined experience in the financial services industry and a strong commitment to your success, the partners and staff at Bassett, Dawson & Foy, Inc. are ready to provide you with the professional expertise and objectivity that will help invest, manage, and conserve your wealth. It is important to us that our clients are comfortable with each step of establishing their goals and implementing their financial plans. With this in mind, we have built our company with a philosophy of old-fashioned service and satisfaction, striving to provide
our clients with the highest level of service possible.
*Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Pictured: (Left to right) Debbie Scholze, Scott Crosby CFP, Brad Foy CFP, Tim O’Leary