Important Information


Check us out in the September 2009 issue of Texas Monthly under "The Houston Region's 2009 Five Star Wealth Managers"!

 

Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

Please note: We send important e-mails in bulk via cdixon@dixonco.com or ldixon@dixonco.com.  Please make sure your e-mail box does not send us to junk.  If you would like to be added to our postal or e-mail newsletter please e-mail us at ldixon@dixonco.com.  In addition, if you have had any changes in your personal information please e-mail those corrections to ldixon@dixonco.com or give us a call.

 

 Check us out at:http://www.linkedin.com/in/dixonandcompany

 

 

Important Dates
December 31st January 2nd February 2nd March15th April 15th
Last day to establish corporate retirement plan. Call to make your corporate tax appointment. Call to make your personal tax appointment. Corporate tax returns due. Personal tax returns due.

 

 

 

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.