DSI Financial Group main focus is on finding strategies that help fulfill your unique circumstances and financial goals. Our representatives specialize in providing guidance on your financial decisions for your full financial life cycle.
Via our full service broker/dealer Grove Point Financial, we provide services in the following areas:
- Full Service Brokerage Accounts
- Fee-Based Advisory Services
- Mutual Funds
- Stocks
- Bonds
- Government Securities
- Certificates of Deposit
- Traditional IRA
- Roth IRA
- Educational IRA
- 529 Plans
- Pension, 403 (B) and 401 (k) Rollovers
- Immediate Annuities
- Fixed Annuities
- Variable Annuities
- Simplified Employee Pension Plans (SEP)
- Life Insurance
- Retirement Plans
- 401 (k) planning
- Tax Sheltered Annuities 403 (B)
- Profit sharing plans
- Estate Planning
- Financial Planning
- Tax 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.