Jean Deliso, Cfp® Email & Phone Number

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. We’re passionate about serving people who live to better the lives of others, and we’ve been helping generous individuals take control of their future and protect their loved ones for over 20 years. With experience in small family business, we know what it means to work hard, set goals, and live with a mission to help the people you care about. Whether you’re establishing a family trust or developing a succession plan for your business, we’ll work alongside you to help you discover the best route for your financial success.We provide a customized, concierge-style approach to develop a financial plan as unique as your situation. Once we get to know you and determine your current financial standing, we’ll leverage interactive technology so you can view all your financial assets in one comprehensive platform. From there, we’ll examine example scenarios and help you make informed decisions about your financial goals. If you’re recently widowed and need help defining your next steps, or you’re creating a plan for your child with special needs, we have the knowledge and guidance to take you to your next phase and beyond.If you’re ready to take control of your financial future and protect the people and things you care about, we’d love to talk with you.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

New York, Ny, Us

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. Eagle Strategies provides access to leading asset managers through its investment advisory programs. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.---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.

Through my relationship with New York Life, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.

New York, New York, Us

Through my relationship with New York Life, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. ---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 situation.

Bachelor Of Science (Bs) 1977-1980, Accounting

Associate Of Science (As) 1976-1977, Accounting

High School Diploma

Education record