DFS Advisors, LLC is a financial services firm founded in 1992. Prior to January 1, 2004, we were known as J. C. Denton, Financial Services.
At DFS Advisors, LLC, our purpose is to help you in
setting and pursuing your financial goals;
accumulating and managing savings and investments during your lifetime; and
preserving it for your family or distributing it according to your wishes in your estate.
Through our Broker/Dealer and Registered Investment Advisor, LPL Financial, we are able to provide financial planning, investment advisory services, and investment and portfolio management. We also provide insurance and income tax consulting services on a fee or commission basis, depending on the services you require.
An initial complimentary consultation will be provided free of charge.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 116 Morlake Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dfs-advisors.com
- Keywords
- Small Business, Tax Planning, Financial Planning, High Income Earners, High Net Worth Families, Stock Option Planning, Insurance, Real Estate.
- HQ
- Mooresville, North Carolina
- Competitors
- The Parnell Insurance Agency, Vero Wealth Management Powered by LPL Financial, Bosen Associates LLC, Beltway Wealth Management Powered by LPL Financial, Homewell Insurance Services Inc., Security First Insurance Agency, formerly Colorado Insurance Professionals, Inc, The R.B. Mitchell Team Powered by LPL Financial, Security Insurance Group, Prosperity Alliance, Ed Nason Insurance Group.
Dfs Advisors Questions
Dfs Advisors's website is dfs-advisors.com
Dfs Advisors's LinkedIn profile is https://www.linkedin.com/company/dfs-advisors
Dfs Advisors has
7 employees.
View email and phone details for 7
employees at Dfs Advisors.
Dfs Advisors's industry is
Financial Services
Dfs Advisors's top competitors are
The Parnell Insurance Agency,
Vero Wealth Management Powered By Lpl Financial,
Bosen Associates Llc,
Beltway Wealth Management Powered By Lpl Financial,
Homewell Insurance Services Inc.,
Security First Insurance Agency, Formerly Colorado Insurance Professionals, Inc,
The R.b. Mitchell Team Powered By Lpl Financial,
Security Insurance Group,
Prosperity Alliance,
Ed Nason Insurance Group.
Dfs Advisors's categories are Financial Services
Dfs Advisors's founding year is 1992
