|
|
|
| |
| Additional information |
| |
| DS&B Financial Services, LLC |
| |
| |
Mission statement:
To enable our clients and their families to achieve their financial goals of creating, growing and preserving wealth through exceptional consulting, investment, insurance and advisory services. |
|
 |
|
Profile:
* Personal Financial Planning
* Estate Planning
* Business Exit Strategy Planning
* Investment Management
* Life, Disability & Long-Term Care Insurance
* Lifetime Retirement Income Strategies
* Employee Benefit & Qualified Retirement Planning & Implementation
* Mortgage Origination Services & Financing** |
|
|
|
Overview:
At DS&B Financial Services, LLC, our experienced licensed associates offer you and your business a comprehensive approach to creating, growing and preserving wealth. By utilizing cutting-edge wealth-transfer techniques, we can help you with a variety of financial needs including personal financial planning and implementation, estate planning, executive benefit planning and exit strategy planning for business owners.
"When you partner with us, you will experience a commitment to customer service that’s second to none. We will work closely with you and your business to research and select products and services to fund your specific financial planning objectives. Whether this planning requires investment products or insurance products, our independent investment brokerage and insurance agency services can help you to choose funding vehicles with objectivity and confidence. The products we represent are offered from the leading insurance companies and investment firms in the country. And, our membership with National Financial Partners Corp. (NFP) allows you access to a number of unique technology resources, products and services."
In addition to exceptional financial services, you benefit from our partnership with DS&B Certified Public Accounting, Consultants & Advisors**. As a member of the DS&B family, you have total access to experts in Certified Public Accounting, tax, consulting, advisory, investment, and insurance. We can help you create, grow & preserve wealth through the following service offerings:
|
|
|
|
Vision:
To be uniquely recognized in the Twin Cities metropolitan marketplace as the pre-eminent independent integrated insurance, investment and advisory service provider, focused on helping middle-market companies, healthcare organizations and their owners achieve their organizational and personal financial objectives. |
|
|
|
History:
The focus of DS&B Financial Services, LLC is to provide its diverse clientele with customized business, estate and retirement planning services, as well as quality investment and insurance products. Our firm started as James R. Delamater & Associates in 1980. Then in 2000 DS&B Financial Services, LLC was formed when James Delamater & Associates partnered with DS&B, LTD – a Twin Cities-based Certified Public Accounting, consultant, and advisory firm established in 1950.
Our new relationship with DS&B, LTD has empowered our firms to provide proactive integrated financial, insurance and investment advisory services for middle-market, closely held businesses, executives and professionals seeking the right blend of expert financial consulting, insurance planning and Certified Public Accounting services. Our passion for helping companies and individuals prosper from our expertise is a deep-seated commitment initiated by our founding partners and adhered to by all DS&B employees. That’s the DS&B difference.
|
|
|
|
|
|
|
|
 |
|
 |
|
|
