Our Services

When we partner with you, we assess your financial world, offering guidance and recommendations for each aspect of your wealth as it relates to your goals. Our objective is to align everything cohesively with your vision of a life well lived. Some of the specific ways we help include:

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Income Tax Strategies

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Life plan for your business®

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Special Needs Planning

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1 Jeanmarie “Jean” Deliso is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by Eagle Strategies or its affiliates.

MEADOW STREET EXT, SUITE 108 | AGAWAM, MA 01001

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