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Sample Listing of Delaware, DE Annuity Providers
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Merrill Lynch
55 Kings Highway Dover, DE
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Bill adheres to a discilined process and before any financial decisions are made, he considers your whole life, taking the time to consider what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Bill is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill® to connect all the pieces of your financial life. Bill can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or
business.
Bill has been in the financial industry for 15 years, has corporate finance, merger and acquisition, and cash flow financing experience. He is a former US Marine and graduate of New England College. Bill currently lives on Maryland's eastern shore with his wife and two daughters.
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Financial Advisors of Delaware Valley, LLC
1013 Centre Road Suite 100 Wilmington, DE
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Our firm prides itself on Professionalism, Integrity and Outstanding Service to our clients. We specialize in assisting individuals and businesses achieve their unique financial objectives through investment strategies, insurance and financial analysis.
I use an interactive, friendly and educational approach to develop your financial priorities and goals. You get objective, thoughtful advice and implementation of your needs through a written plan. Our financial services networks provide you with access to one of the broadest ranges of investment and insurance products available.
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JPL Asset Management and Planning, LLC
1303 Delaware Avenue Suite 112 Wilmington, DE
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JPL Asset Management and Planning, LLC is an independent Registered Investment Advisory firm based in Wilmington, DE and serving clients throughout the United States.
Thomas M. LaRocca CFP®, ChFC is the President of the firm and has been a financial advisor continuously since 1994.
We offer the following services to our clients:
-Comprehensive Financial Planning.
-Portfolio Management through our Advisory Services.
-Insurance products including annuities, life, and
long-term care insurance.
Helping our clients achieve their financial goals is our focus. We strive to develop long-term professional relationships with our clients and help them throughout the different stages of their financial lives.
We are an ethics driven firm and always do what is best and fair for our clients.
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