Deliso Financial and Insurance Services

At Deliso Financial, we help you take control of your financial future. Whether you’re a successful professional or an individual in a new phase of life, we get to know you personally so we can take a customized approach to your planning. We don’t pass judgement on past financial decisions; instead, we help you become the new hero of your financial journey. We specialize in holistic financial planning and asset management and provide services from college planning to business succession plans. Jean M. Deliso, CFP® is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA (Ca Insurance Lic#0H95860CT), FL, MA, MN, NY, RI & VA. No insurance business may be conducted outside of these states referenced. Jean M. Deliso is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CA, CT, FL, MA, MN, NY, RI & VA. As such, these services are strictly intended for individuals residing in the states referenced. Jean M. Deliso is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, MA, MN, NY, NC, RI, & VA. No offers may be made or accepted from any resident outside the specific states referenced. Eagle Strategies and NYLIFE Securities are New York Life companies. Deliso Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates. 201 Jones Road, 5th Floor, Waltham, MA 02451. 781-647-4100. Neither Deliso Financial & Insurance Services nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situatio