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Independent Advice

At DeLisi & Associates we take pride in being independent.  Every client has individual need, and we realize that the "cookie cutter" approach is not what our clients desire. 

We are not a financial institution.  We also do not represent any single bank, trust company, life insurance or investment firm. 

We are an independent firm which gives us the freedom to survey the marketplace and determine those financial products that best serve the unique needs of each client. 

 

"We are an independent firm which gives us the freedom to survey the marketplace...."