Delessert Financial Service in Active Trader Links Directory

Delessert Financial Services, Inc., (DFS) is a registered investment advisor under the investment Advisers Act of 1940. DFS is an independent financial planning and investment firm committed to servicing the financial needs of high net worth individuals. Our clients generally have a liquid net worth of at least one million dollars inclusive of 401(k) plans, IRAs and other retirement plans. Our clients are of all ages, at different phases of their financial lives and are either accumulating wealth or preserving it through retirement. The firm offers financial planning, estate planning, investment consulting and monitoring services on an ongoing basis. The overall management of a clients wealth is the focus of the firm. As wealth managers we serve as quarterbacks of a team which includes and coordinates with the clients tax accountant, estate planning lawyer and other advisors as the need may be. In 2002, DFS became affiliated with National Financial Partners (NFP), a company comprised of independent financial services professionals serving the needs of high net worth and corporate clients in the fields of estate planning, corporate benefits and financial planning. Over 120 firms are part of the network and were chosen for their leadership in their fields and their commitment to the highest standards of service, professionalism and success in the industry. The collective synergy of intellectual capital, resources and purchasing power allows NFP affiliated companies to provide clients with the products and services available to the largest financial services institutions, while maintaining the client oriented focus of a boutique advisory firm such as ours.

Address: 504 Totten Pond Road, First Floor, Waltham, MA 02451
Telephone: (781) 547-5589
Fax: (781) 547-5596
Website: http://www.delessertfinancial.com/