Strategic Alliances

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Advanced Market
Supportive Service²

The Nautilus Group^®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Jean M. Deliso works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Wealth Management

Eagle Strategies, LLC

Through Eagle Strategies, Jean M. Deliso provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

Life insurance
Long-term Care Insurance
Retirement Planning

New York Life Insurance Company

Jean M. Deliso and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

Insurance Brokerage¹
(Third-Party Partners)

Ash Brokerage

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.

Insurance Brokerage¹
(Third-Party Partners)

Third-Party Professionals

At Deliso Financial and Insurance Services, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

MEADOW STREET EXT, SUITE 108 | AGAWAM, MA 01001

Email: jdeliso@delisofinancialservices.com
Phone: (413) 785-1100

¹Ash insurance brokerage available to Nautilus members only.
²Nautilus is a service on New York Life Insurance Company for its member agents.

^*The Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither Deliso Financial and Insurance Services provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, June/July 2024. For methodology, please see https://fortune.com/franchise-list-page/fortune-500-methodology-2024/

Jean M. Deliso, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 540 Meadow Street, Ste 108, Agawam, MA 01001-2019, (860) 285-8884, Financial adviser offering Investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC, or its affiliates. The Nautilus Group® is a service of New York Life Insurance Company. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.