to promote, develop and protect the economic vitality of the community

Tax Services

Dixon Financial & Insurance Services
Donny Everhart

Insurance Agency with Affordable Policies & Investment Services

Find the answer to your financial needs, IRA planning and tax preparation with insurance policies and investment services from our company in Dixon, California. Dixon Financial & Insurance Services is an independent financial and insurance agency that offers a wide array of solutions to secure you and your family’s future. Ask us about building your family’s financial future with mutual funds, stocks and bonds. Let us help you prepare for your children’s’ future by setting up a College Savings plan. We’ll also help you set up an investment for your retirement with IRA, Roth IRA, TSA, 401-K Plans and Pension Plans. We are your one stop for all of your financial and insurance needs. The time to set up an investment in your family’s future is now.

Build your family’s financial future

Build your family’s financial future with investment services from Dixon Financial & Insurance Services. Call us to set up an appointment and we will evaluate and discuss your current investment portfolio. Then our expert financial planners will work with you to develop an investment strategy. Ask us about building your family’s financial future with mutual funds, stocks and bonds. You and your family’s future depend on your insurance, investments and tax preparation strategies. Contact us at (707) 678-4600 to set up an appointment with a consultant today.

Experience Working With:

•Mutual Funds•Stocks•Bonds
•Roth IRA•IRA•TSA
•College Savings•401-K Plans•Pension Plans

Personal & Commercial Insurance

Protect your family, home, or business with comprehensive insurance coverage from Dixon Financial & Insurance Services. We work with a variety of the top insurance carriers in the nation, including Fidelity™, Progressive™, Safeco™, and Travelers™ to cover private and commercial clients. Our insurance agency does this in an effort to provide you and your business with the lowest rates.

Call our insurance agency today at (707) 678-4600 for a policy quote or an investment plan

Securities offered through: Whitehall-Parker Securities Inc. 477 Pacific Ave., 2nd Floor San Francisco, CA 94133

(415) 421-5935

Member FINRA/SIPC http://www.FINRA.org/

100 N. Adams St. Suite B
Dixon
CA
95620
http://dixonfinserve.com/
(707) 673-7599
707-678-4644
Mar.2009
Garrity Bookkeeping Services
Lea Garrity, Enrolled Agent
500 North Adams Street, Suite A
Dixon
CA
95620
707-386-3390
866-519-0108
August 2017
H & R Block

Dear H&R Block Customers,
To be a great company, it is important to know where we have been and where we are heading, but also how we will get there. We have a great starting point in the guidance from our co-founder Henry Bloch who reminds us that you, the client, always come first. This shapes everything from our products and services to being an H&R Block associate.

And this has helped us define a clear purpose, vision and set of values to guide us:
Our Purpose
The reason we get up in the morning: we look at your life through tax and find ways to help. It reflects the humble ways of Henry Bloch and is something only H&R Block can say.
Our Vision
Our vision reflects the opportunity we see to execute our purpose successfully for our clients: to be the leading global consumer tax company bringing tax and related solutions to clients year-round. We are about consumer tax in the global market with access anywhere, anyway, anytime.
Our Values
Our values are the bedrock for how we act, wherever we operate in the world. They are embedded in this simple statement: We Do the Right Thing. This means we believe in our people; we take care of our clients; and we deliver for our shareholders.

This is our promise to you: we will be a great company for employees, clients and shareholders – we will do the right thing.

1285 Stratford Ave #D
Dixon
CA
95620
http://www.hrblock.com/
(707)678-4646
jun-2010