DeTray Investment Group is a fiduciary-focused financial firm based in Defiance, OH, specializing in investment management and retirement planning. With a commitment to their clients' best interests, they provide defensive investment strategies to protect and grow assets, offering professional guidance to interpret the financial climate and assess progress towards financial goals.
Through personalized conversations and data gathering, DeTray Investment Group creates custom portfolios tailored to each client's specific needs and objectives. They go beyond 401(k) planning, helping clients identify additional sources of income for a comprehensive retirement outlook. With a focus on knowledge and risk analysis, they aim to align investment strategies with goals and risk tolerance, ensuring financial well-being and security for their clients.
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