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For Investors

Why Work With An Advisor?

Working with a Doheny Securities advisor offers you the invaluable gift of greater peace of mind. Knowing that someone is watching out for you and your investments gives you the confidence to allow you to focus on the things in life that are most important to you.


"Money is a tool. We will show you how to make it work best for you."


Our advisors build relationships with their clients that span decades and generations. You get to work closely with one person who is dedicated and committed to ensuring an experience that’s unique and tailored to you. Our advisors have developed a base of experience that allows them to guide clients through various life stages and market cycles. Whether you're saving for your first home, your child's university years, your new startup business, or nearing your golden years of retirement, your advisor wants to help you achieve your goals and can lead the way!

It is also our job to know the products that we are offering and how our fund recommendations can help you in your specific portfolio. When you work with a Doheny Securities Advisor you can trust that you are getting fair, independent and impartial recommendations.

Finance and money can be an emotional issue for many. One of the greatest benefits of using a financial advisor is our role as an emotional guardrail. Your advisor can prevent his or her clients from taking on undue risk and help to point out investment habits that are working against your goals.

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Want to Know More?

If you are looking for a financial advisor, reach out to us and we would be delighted to help you find the best fit for you.