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DTM Financial LLC is a brokerage, representing a broad range of financial services companies. These companies have names you recognize like Mutual of Omaha, Allianz, Mass Mutual, MetLife, Prudential, Illinois Mutual, Guardian, Foresters, AIG, Fidelity, Great Western, Assurity, Gerber, Phoenix, Sagicor, Transamerica... just to name a few! We are independent brokers/agents affiliated with several Fortune 500 financial services companies. This enables us to review our strategic alliances and offer you - our client - a wider choice of products and services. Licensed in five states (North Carolina, Pennsylvania, Maryland, Delaware, Mississippi and Georgia), we are constantly looking for ways to save you money by shopping around for the best product to meet your needs. Our professional, highly-trained staff is always ready and willing to serve you and provide you with the best services and products at the best price.
We advocate financial literacy, education, and awareness. We are a customer-oriented company, providing you with the highest quality financial services available. We strive to satisfy the needs of each individual client by providing you with personalized information and expert advice. Our ongoing mission is to help you protect your assets and achieve your financial goals.
Our specialists will properly assess the risks you face and give you a personalized needs analysis, finding the right product to fit your needs. We care about our clients!
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