Jean M. Deliso CFP® | Founder/Principal
“I learned from my family the importance of hard work and a lasting impact of supporting the community where we live and work. From the founding of Deliso Financial & Insurance Services, my mission has been to help others understand and live a financially successful life, thereby being better positioned to serve their families, businesses, employees, as well as their community”.
Jean M Deliso, CFP® is President/Owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that help position clients for a solid financial future.
Jean has been working in the financial field for thirty years; her first seven in public accounting and the balance working in the financial services industry. Jean serves her clients by developing integrated financial plans focusing on five key areas: Protection, Retirement, Investment, Estate & Charitable Giving. Utilizing a specific process, she enjoys helping individuals, as well as business owners navigate the unique planning needs of their business with an eye towards legacy and succession planning. Deep trust, precise guidance and comprehensive solutions are the cornerstones of her practice.
Jean is a member of The Nautilus Group®, an exclusive, advanced planning resource for estate conservation and business continuation strategies. Jean’s access to this exclusive resource enables her clients to benefit from the group’s collective experience and insightful solutions as they apply to the protection, accumulation and distribution of wealth to individuals, families and business owners throughout the country.
Jean has also been a member of New York Life Chairman’s Council since 2012 and a Qualifying Member of the Million Dollar Round Table* since 1999. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.
Jean currently serves on and is the immediate past Chairman of the Board of The Baystate Health Foundation. She also serves on and is the past Chairman of the Board of the Community Music School of Springfield and the past Chairman of the Board of the YMCA of Greater Springfield. In addition, she is a past board member of Pioneer Valley Refrigerated Warehouse along with past trustee of the Community Foundation of Western Massachusetts and Bay Path College Advisory Board. She is a supporting member of the National Association of Life Underwriters and The Hampden County Estate Planning Council.
Jean is a graduate of Bentley College. She is married, has two sons, is an avid golfer and enjoys sailing.
Jean M. Deliso, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 540 Meadow Street, Ste 108, Agawam, MA 01001-2019, (860) 285-8884, Financial adviser offering Investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC, or its affiliates. The Nautilus Group® is a service of New York Life Insurance Company. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.