6801 Five Star Boulevard
Meet the Team
You can feel secure knowing that you’ll be able to work with ethical financial professionals who have over three decades of collective financial experience. This firm was founded by our owner’s father, Gene Delyon over 30 years ago. Now Nic Delyon has taken control of operations and strives to keep the same values that have made our firm as well as clients successful. Some of these values include transparency, open collaboration, trust, attention to detail and promptness. On top of these, we use state of the art technology and processes to ensure your satisfaction. You will be able to easily contact your financial planner without worrying about conflicts of interest, delays, or excessive bureaucracy.
Throughout our decades of experience, we’ve realized that each one of these groups has similar questions like:
Regardless of your situation or questions, we can guide you to your desired outcome. Every client, no matter the size of his or her account, gets our undivided attention during every stage of the financial planning process. You can rely on us to create tailored strategies fine-tuned to your financial goals and objectives. We will continuously monitor your plan and follow up with you every step of the way.
Nicolas "Nic" Robert Delyon
Portfolio Consulting, The Financial Services Network
Whether your goals are to accumulate assets, insure your property, fund various financial milestones, minimize tax bills or properly pass down your assets, you can count on us. We will focus on your needs, wants, short and long-term goals.
Our team of professionals have years of experience in financial services, and our partners have multiple licenses and have obtained rigorous certifications like the CFA® along with the CAIA®. Besides this, we are always willing to help you by listening to your scenario without judgmental attitudes. We look forward to working with you and your family for generations to come.