Financial Management and Planning*

Jean M Deliso is President/Founder of Deliso Financial and Insurance Services, a firm specializing in comprehensive financial planning that positions clients for a solid financial future.  Jean works with many business and high net worth individuals providing retirement and estate planning. She employs sound strategies for her clients and will work closely with their other professional advisors including attorneys, accountants and trustees to integrate those strategies, respond to ever-changing tax laws and accomplish the client’s goals.

Her extensive experience in several areas has led to a reputation for certain specializations, such as assisting women in planning for their financial future, particularly in time of transition such as divorce or widowhood. She is committed to educating women about their finances and frequently conducts workshops, advocating financial empowerment for women.

Jean has been working in the financial field for thirty years; her first seven in the public accounting profession, and the balance of the years working in the financial services industry. She is a graduate of Bentley College.

Jean is a member of New York Life’s Chairman’s Council and is a consistent qualifying member of the Million Dollar Round Table and currently a 2013 Court of the Table Member. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s sales force of more than 12,000 licensed agents. Jean is a member of the Agents Advisory Council at New York Life and is their 2012 Established Agent of the Year at her General Office. She was recently named the Professional Women’s Chamber of Western Massachusetts 2013 Woman of the Year.

Jean serves on many boards in her community; currently The Pioneer Valley AAA Auto Club and Pioneer Valley Refrigerated Warehouse, along with The Community Music School of Springfield.  She is past Chairman of the Board of the YMCA of Greater Springfield, past President of the Executive Women’s Golf Association, past trustee of the Community Foundation of Western Massachusetts and past member of The Bay Path Advisory Council.

Jean is married, has two sons and lives in Longmeadow, MA. She is an avid golfer and also enjoys sailing.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a personal consultation. Thank you for your interest.

 

Calculators

Newsletters

Subscribe to our Newsletter