Our Services

At Deliso Financial and Insurance Services, our approach for your future is both meticulous and mindful without judgment about past financial decisions. We are committed to educating and working with you to bring you increased confidence and reduced anxiety about your financial life and your future. Our primary objective is to create financial security for our clients so they can be the financial heroes for themselves and for those who are important to them.

Our services span from Life Transition Planning for those going through loss of a spouse or divorce, to Retirement Planning and sophisticated Investment Planning1. Contact us today to find out how we can help you design your best future.

1 Jeanmarie “Jean” Deliso is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by Eagle Strategies or its affiliates.

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