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Dorn & Co., Inc.




Dorn & Co. is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Dorn & Co. was founded in Fergus Falls, Minnesota in 1945, as Olson Securities Co. Dorn & Co. provides a full range of financial services for those who want to preserve and increase their financial assets. They offer investment advising on both individual securities and managed accounts. Their investment process is designed to provide you with a profile of your current financial standing, as well as information about how they can help you achieve your financial goals. Their concern is meeting their clients' investment objectives, while acting in their best interest.
 
They offer different retirement plans such as 401k, Individual Retirement Account etc. It is never too early to plan for your retirement. In most cases, employer and government retirement resources will not provide sufficient funding to insure a comfortable and secure retirement. Retirement planning and retirement saving programs have become a necessity rather than a luxury. Many employers offer what are commonly referred to as 401k plans named after the tax code section that created the plans. These plans allow employees to defer part of their earnings for retirement. Some employers offer matching contributions that increase the attractiveness of the programs.
 
They offer Section 529 Plans which are plans established to help families save and pay for college in a tax advantage way and are available to everyone, regardless of income. These state sponsored plans allow you to gift large sums of money for a family member’s college education, while you maintain control of the funds. The earnings from these accounts grow tax deferred and are tax free if used to pay for qualified higher education expenses. They can be used as an estate planning tool as well, providing a means to transfer large amounts of money without gift tax. With all these tax benefits, 529 plans are an excellent vehicle for college funding.
 
Their firm has gainfully earned distinguished status as a full service securities firm by associates and colleagues nationwide and has built its' business on the philosophy of excellence and the importance of long term relationships.

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