π―πππΎππππππ·πππ: π―ππππππ πππππ ππππππ
πππππ ππππππππ ππππβπ πππππππ πππππππππ πππππππππππ. πΌπ¬
At Diamond State Financial Group, weβNeil Stalter and Allison Oberembtβhelp women, families, and business owners achieve financial confidence and success.
Our partnership is built on a shared vision: delivering a relationship-driven approach to financial planning. With different backgrounds but the same passion for helping people, we bring complementary perspectives to craft personalized strategies.
Neilβs love for finance comes from building relationships and making a lasting impact. He helps individuals and business owners navigate complex financial decisions to ensure their wealth supports their vision.
For Allison, finance was an unexpected but fulfilling path. Coming from a fashion background and a divorced household, she witnessed the financial challenges families face. That experienceβand her desire to make a differenceβled her to pivot from New York fashion to financial planning.
We specialize in generational wealth, business succession, estate planning, and retirement strategies, ensuring clients are prepared for every stage of life. Whether helping business owners transition, guiding families through estate tax complexities, or empowering women to take control of their finances, we provide forward-thinking guidance tailored to each client.
Our approach is simple: we listen, plan, and execute with purposeβdeveloping strategies that align with our clientsβ goals and values.
We also host educational and networking eventsβreach out if you'd like to connect!
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Ins. Lic# 0644976), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other entity.
Company Details
- Address
- 900 Prides Crossing, Newark,delaware 19713,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://dsfg.com/
- Keywords
- Newark.
- HQ
- Newark, Delaware
Neil & Allison, Financial Advisors Questions
Neil & Allison, Financial Advisors's website is https://dsfg.com/
Neil & Allison, Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/neil-allison-financial-advisor
Neil & Allison, Financial Advisors's industry is
Financial Services
Neil & Allison, Financial Advisors's top competitors are
Lead Advisor,
Jdm Inc.,
Simpson At Jenner's Pond,
The Advisor Authorityβ’,
Diamond State Financial Group,
Financial Focus Group, Llc,
Rigden Capital Strategies,
Financial Cornerstone Group,
Hightower Boca Raton Financial Advisor,
Advisor Video Marketing.
Neil & Allison, Financial Advisors's categories are Financial Services
