Introducing the Face of Generational Financial Planning. We’re more than financial advisors; we’re lifelong partners. Instead of working with one advisor, you build a relationship with each member of our intergenerational team, and our model ensures you and your family have constant and consistent service through all of life’s changes. As one of the largest independent wealth management firms in Delaware*, we’re uniquely positioned to cater to your evolving needs with the following offerings: Retirement Income Planning, Investment Management, Tax Planning**, and Estate Planning. Set your financial strategy today and leave a legacy of generational wealth for tomorrow. Your future begins with us.
JAMES BAKER JR. CFP®
Senior Associate | Wealth Manager
ALLISON OBEREMBT
Financial Advisor
NEIL STALTER, CFP®, CHFC®, RICP®, CBEC®, CDFA®
Associate Partner | Wealth Manager
302.366.0366 x 132 • DSFG.com/Our-team/Neil-Stalter
*Delaware Business Times Oct. 5,2021 I Vol. 8 Issue. Please note that neither Diamond State Financial Group or Cetera Advisor Networks nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney
**These activities are not investment advisory services. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan, and you are under no obligation to follow them. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser Cetera is under separate ownership from any other named entity. 900 Prides Crossing, Newark, DE 19713
