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Retirement Investment Management Founded by Dentists, Managed by Professionals

Are you searching for an investment team to help plan for your future retirement?

Since 1966 dentists across California have trusted us to design — and manage — personalized investment portfolios for themselves and their staff.

New dental practice?

We’ll build you a 401(k), IRA or ROTH plan that meets your current, and future, retirement needs. 

Established dental practice, retired, or plan to retire soon?

We'll customize a plan for you to maximize your savings.

​The California Dentists’ Guild has been a one-stop-shop for all my retirement planning needs for 17 years.

Ed Lee, DDS
Read more testimonials from CDG members