The DFS Financial Group is owned and operated by Investment Advisor Representative and Registered Representative, Bradley Wimpee, CRPC, APMA. The DFS Financial Group services Wealth Management needs for affluent individuals, families, and business owners across the country. In addition, our strategic partnerships with non-affiliated Estate Planning attorneys and accounting firms gives our advisors the ability to provide comprehensive services to our valued clients.
The DFS Financial Group was founded in 2020, during the COVID-19 pandemic when Mr. Wimpee decided to split The DFS Group, LLC into two separate entities, The DFS Financial Group and The DFS Insurance Group. The DFS Financial Group offers publicly and privately offered financial and investment advisory service for a fee. In addition, DFS Financial Group provides a wide arrange of variable and fixed insurance products.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 5000 Riverside Drive, Building 6
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Life Insurance, Health Insurance, Annuities, Business Planning, Retirement Planning, Financial Portfolios, Tax Planning Strategies, College Planning, Special Needs Planning, Trust Evaluations, Wealth Planning Strategies, Tax Diversification.
- HQ
- Irving, TX
The Dfs Financial Group Questions
The Dfs Financial Group's website is http://www.thedfsfinancialgroup.com
The Dfs Financial Group's LinkedIn profile is https://www.linkedin.com/company/thedfsfinancialgroup
The Dfs Financial Group has
4 employees.
View email and phone details for 4
employees at The Dfs Financial Group.
The Dfs Financial Group's industry is
Financial Services
The Dfs Financial Group's top competitors are
Infinity Financial Service,
Jlr Financial Services,
Generational Group,
Think818, Llc,
Everson Wealth Management,
My Pham Agency,
Financial Pulse,
Lithcap Marketing,
Resource One The Motivator,
Refined Strategies.
The Dfs Financial Group's categories are Financial Services
The Dfs Financial Group's founding year is 2020
