The Delta Group
Whether you keep a close watch on the state of your finances or wish you had more time and motivation to manage your money, you can benefit from a consultation with The Delta Group. Wherever you are in the process, we will help you see the big picture, give you the benefit of our expertise, and set you on a path to greater financial responsibility.
The Delta Group is unique as a full-service financial advisory firm offering a common sense approach to financial matters. Partners Eric Dahl and Patricia Williams have been serving the financial needs of their clients through 30 years of market cycles embracing strategies which seek simple, understandable solutions to the complex issues resulting from the demands of today’s global economy. The Delta Group partners have a deep understanding of how to protect and grow your money and a solid reputation for forward-thinking and sound advice. Because your goals and current financial situation are unique, we balance risk and return according to your comfort level, and we seek to tailor your investments to match your personal preferences. The Delta Group seeks to work with clients who are willing to listen and are open to financial wellness through practical advice.
Address: 170 State Street, Ste. 220 Palo Alto, CA 94022, USA
Phone: +1 650 988 0490
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