Personally answer my financial questions
One-stop-shop for all my retirement planning needs
The California Dentists’ Guild has been a one-stop-shop for all my retirement planning needs for 17 years. Great investment options, full service from bookkeeping to filing taxes, a knowledgeable staff, and low fees.
– Ed Lee, DDS
I enjoy the annual seminars that keep me educated
Before becoming a member of the Guild, I would hand over a check to my retirement plan without much input as to how the funds were invested or the fees involved. Now, with the Guild, I enjoy the annual seminars that keep me educated on the different investments available as a Guild member. CDG offers a variety of resources available to members helping to design a retirement plan that is unique to each dental practice. The staff at the Guild is very supportive and always there to help with any questions I have regarding the administration of my retirement plan. I cannot say enough good things about the Guild and recommend that you set up a meeting with their staff before making any decisions about your retirement plan. I am so thankful to the California Dental Guild for making me a more informed and participating investor. -Jess L. Saenz, DDS
This is why I invested with California Dentists’ Guild
Some folks enjoy following the stock market and controlling their investments. I’m not one of them. I personally believe that no one can time the market correctly for very long. I also have NO interest in monitoring my stock investments, following the inevitable ups and downs, and above all, I have serious disdain for completing the required paper work to keep everything legal. This is why I invested with the California Dentists’ Guild. I get personal service from the CEO, Elizabeth Clark, in filling out government forms and taking care of whatever concerns I have. Elizabeth and her colleagues have ALWAYS been there to help me immediately with anything I needed. For me, California Dentists Guild has eliminated whatever worry I would have had about retirement investing. Of course, I would highly recommend CDG!! -Richard M. Cohrs, DDS