DDR Wealth Advisors, Antonio Bugli

DDR Wealth Advisors,
Antonio Bugli

DDR Wealth Advisors

DDR Wealth Advisors is a financial services firm focused on helping individuals and business owners with their financial goals and objectives. Our firm is multi-skilled with each advisor bringing to the firm their specialized areas of expertise, which allows us to deliver robust strategies for our clients financial and wealth management needs

At DDR Wealth Advisors, we specialize in guiding individuals toward a confident and secure retirement. Our approach is hands-on and personalized, and we take the time to educate our clients on financial strategies, investment options, insurance, estate planning, and wealth preservation.

We recognize that retirement comes with unique challenges, with one of the biggest concerns being the risk of outliving your savings. That’s why we focus on comprehensive money management and other key financial strategies to help pursue long-term financial stability and confidence.

Some key reasons why individuals and business owners are attracted to the advice and guidance of DDR Wealth Advisors include:

• DDR Wealth Advisors is 100% independent and does not offer any proprietary products; therefore, we provide only personalized advice and are free to recommend products based solely on the best interest of our clients.

• Our recommendations are driven from educational and academic foundations and are supported through very detailed and comprehensive financial plans prepared for our clientele.

• Our clients receive the answers that they are looking for in a straightforward and clear format.

• Our clients consistently ask for a reduction in risk and volatility, as well as enhancing overall performance of their portfolios. Our financial plans focus on pursuing those goals.

• Our firm understands the needs of our clients and as a result, we deliver a high level of communication for our clients including regularly scheduled meetings.

• DDR Wealth Advisors is dedicated to the on-going education of our clients, and we host several educational and academic events per year.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Exclusive Offer

Receive a complimentary and comprehensive review of your current financial plan, including retirement planning, investments, advanced tax planning strategies, estate planning, and insurance. Plus, if DDR Wealth Advisors becomes the trusted advisor for you and your family, we'll waive our $1,500 financial planning fee an exclusive benefit for Michigan Home Rewards Members.

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