Joshua Dadan
Premier Banker
9936 Clint Moore Rd
Boca Raton, FL 33496-1015
About me
Background
Joshua Dadan is a Premier Banker with 17 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering tailored solutions, personalized service, and providing active relationship and risk management. Joshua’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He takes the time to understand what’s important to his clients and their families, their financial resources, and then develops a plan to help them toward retirement and beyond.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Wills, trust, wealth transfer, estate administration and settlement, and more
