Company Email Format Management

DFS Advisors

Financial Services 116 Morlake Dr 7 employees

Employees: 7
Contacts: 3
Emails: 3
Phones: 1

dfs-advisors.com LinkedIn

DFS Advisors Overview

Headquarters: 116 Morlake Dr
Website: dfs-advisors.com
Industry: Financial Services
Employees: 7
Founded: 1992
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Small Business Tax Planning Financial Planning High Income Earners High Net Worth Families Stock Option Planning Insurance Real Estate

About DFS Advisors

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.

DFS Advisors Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

DFS Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rochelle Bassett	Administrative Assistant, Human	Statesville, North Carolina, United States	Email
Sarah Watson	Commercial Insurance Advisor	Grapevine, Texas, United States	Email
James C. Denton, Cfp, Clu, Chfc, Ea	Founding Partner, Dfs Advisors, Llc	Mooresville, North Carolina, United States	Email Phone
Maxwell Fontaine	Financial Advisor - Associate Portfolio	Charlotte, North Carolina, United States	View