Dion Money Management Advisors

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Established in 1996, Dion Money Management is a financial planning consultant that provides various related services. Based in Williamstown, Mass., the firm offers its vast customer base an array of services that include traditional mutual fund portfolios, retirement income portfolios, 401(k) and qualified plan investing and many more. The company serves a large number of industries, including individuals, families, businesses and nonprofit organizations. Dion Money Management is an SEC-registered investment adviser and affiliate of the Fidelity Independent Adviser group of investment newsletters. The firm provides a host of other services, such as technical (momentum) managed portfolios, variable annuity portfolios and tax and estate planning, among others.