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Financial Advisors      

Delaware Financial Planners


Accounting and Financial Literacy, Inc.
Move Up Not Out. Learn how to make better financial decisions in your business.
132 Ballymeade Dr, Wilmington, Delaware 19810

Ashford Capital
SEC-Registered investment advisors specializing in asset and risk management.
One Walker’s Mill Rd, Wilmington, DE 19807

Bassett, Dawson & Foy Inc.
Financial & Investment Consulting
1011 Centre Rd, #308, Wilmington, Delaware 19805

Claybrook & Associates
913 N. Market Street, Suite 900, Wilmington, DE 19801

Curry Poole Group
400 W. 9th St, #400, Wilmington, Delaware 19801

Daniel DeFoe Insurance & Financial Services
314 E. Main St, Suite 304, Newark, DE 19711

Delaware Community Reinvestment Action Council, Inc.
Your fair-lending advocate in Delaware
601 N. Church St, Wilmington, Delaware 19801

Delaware Financial Literacy Institute
Offers more than 500 free, no-hassle personal finance classes a year.
3301 Green St, Claymont, DE 19703

Diamond State Financial Group
Diamond State Financial Group is expanding. Please visit our web site.
111 Continental Dr, Suite 306, Newark, Delaware 19713

Diversified Financial Consultants
205 Philadelphia Pike, Wilmington, Delaware 19809

Donald W. Nicholson & Associates
1403 Silverside Rd, #B, Wilmington, Delaware 19810

Financial House Inc.
Building Your Financial Foundation
5818 Kennett Pike, Wilmington, Delaware 19807

Income & Estate Planning Partners, P.A.
A community of advisors
111 Continental Drive, Suite 409, Newark, DE 19713

Special Needs Planning Services & Advocacy
111 Continental Drive, Suite 101, Newark, DE 19713

Mizar Consulting Group
Our mission is to help our clients achieve their investment goals and objectives with the implementation of a strategic financial plan.
501 Silverside Rd, #105, Wilmington, Delaware 19809

Morgan Stanley Smith Barney
2751 Centerville Rd, Suite 104, Two Little Falls Ctr, Wilmington, DE

Pike Creek Financial Group
7 Hardin Lane, Suite B, Newark, DE 19711

Rockwell Associates
410 W. 9th St, Wilmington, Delaware 19801

Wharton Management Group --› Quick Tips
With You On Your Financial Journey
5010 Canby Dr, Wilmington, Delaware 19808

Related: Delaware Accountants

Kent County

Angle Planning Concepts
We are dedicated to helping you choose financial plans that are right for you.
31 Saulsbury Road, Suite 2, Dover, Delaware


Sussex County

Loftus Wealth Strategies
Independent Financial Advisor, offering independent advice.
35785 Atlantic Ave, Millville, DE 19967


Financial Services Advice from the Experts

How to Check Your Investment Firm

Asset Allocation

Before giving your investments to anyone in our business, you should always check them out at:

FINRA - This is the official website of The Financial Industry Regulatory Authority (FINRA).

About the Author:
Wharton Financial Services,, 302-239-2111,
Email: whartonfs [at]

One of the most important things that investors need to pay attention too is their asset allocation. That is the main factor of a portfolio's performance, good or bad. It should be reviewed and adjusted as necessary as you near retirement and when your circumstances change, i.e marriage, divorce, birth of children etc.

Risk and reward go hand in hand, but you should be reducing the risk as you get near to or are in retirement.

Remember that a second opinion doesnt hurt.

About the Author: Stuart F Cameron BEM, Financial Advisor
Wharton Investment Consultants,

Delaware Financial Planners


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