DSI Financial Group Incorporated – DSI Financial Group
Our success, and that of our clients, is founded on a culture of values and has been built through tried and true tenants of superior wealth management.
Independence Means Peace of Mind
As independent advisors, DSI Financial Group does not report to Wall Street, nor are we beholden to shareholders of a public company. Our expert advisors are not incentivized to promote any particular product and report directly to you – our valued client. While utilizing the best and most suitable investment services available, independence provides our advisors with the freedom to construct financial solutions unique to every client’s individual needs.
Perspective and Expertise
Advisors affiliated with DSI Financial Group provide prudent advice based on a depth of knowledge and experience. They apply their professional expertise to look beyond the daily headlines and strive to remove emotions from the investing process. But “Big Picture” thinking goes beyond product knowledge. It involves the management of risk, and the development of disciplined strategies for retirement, income generation, college savings, tax and estate planning.
Partnership and Service
Our advisors help clients articulate their personal priorities and set life goals. They take the time to understand their client’s complete financial landscape and work with them in partnership to develop and implement a financial plan. DSI Financial Group’s primary goal is to foster long-term relationships with our clients. As such, our advisors work hard to earn and sustain trust, are responsive to client needs, and constantly monitor and manage investments to ensure that our clients are on track to achieving their financial objectives.
Comprehensive Breadth of Financial Services
Through its various affiliates, DSI Financial Group offers a comprehensive range of investment options including Stocks, Bonds, Mutual Funds, ETFs, Annuities, Insurance, and Real Estate Direct Private Placement Syndications. Our services include Retirement Planning, Income Planning, College Savings Plans, Life Insurance and Estate Planning.
What Makes DSI Different?
At DSI Financial Group we have a clearly defined purpose:
To help you achieve the vision of your ideal financial future. Learn about our Client Bill of Rights.