Financial Investment Services

FideliTrade, Incorporated

3601 North Market Street
Wilmington, DE 19802

Crystal Lentelle

(302) 762-6200

(800) 223-1080

Member Since: 1998

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StratFI-Strategic Foresight Investments, Inc.

1201 N. Orange St., Suite 742
Wilmington, DE 19801

Mr. James H. Lee

(302) 884-6742

Member Since: 2013

We are a Wilmington, Delaware-based wealth management firm with a unique approach to capturing investment returns while minimizing risk.

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WSFS Investments

500 Delaware Avenue
Wilmington, DE 19801

(302) 235-7610

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MassMutual Greater Philadelphia - Delaware Office

15 Reads Way, Suite 210
New Castle, DE 19720

Mr. Christopher Metkiff

(302) 325-0700

Member Since: 2016

Since 1886, we have served the Greater Philadelphia community by helping local residents and businesses secure their financial futures.

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Brown Advisory, LLC Delaware Office

5701 Kennett Pike, Suite 100
Centreville, DE 19807

Dominic DiFebo

(302) 351-7603

800-645-3923

Member Since: 2017

Brown Advisory is a private, independent investment and strategic advisory firm committed to making a material and positive difference for our clients by delivering first-class investment performance, strategic advice and the highest level of service

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Edward Jones

501 Silverside Road
Wilmington, DE 19702

Lizzy Darling

(302) 792-1035

Member Since: 2023

Edward Jones - making sense of investing.

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David A. Iobst, Certified Financial Planner™

323 Paddington Drive
Bear, DE 19701

Mr. David Iobst

(302) 668-6820

Member Since: 2018

Whether you have questions about Retirement, Life Insurance, Long-Term Care Insurance, need a second opinion on your portfolio, or simply want to set up a retirement plan for your business, David can help!

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Merrill Lynch Pierce Fenner

55 Kings Hwy
Dover, DE 19901 3816

Mr. H. Scott Connell

(302) 736-7700

The Merrill Lynch Dover, Delaware Office focuses on delivering wealth management solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to high net worth individuals and businesses.

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First Command Financial Services

4608 S DuPont Hwy
Suite 1
Dover, DE 19901

Alexandra Olah

(302) 736-0472

Member Since: 2023

We work closely with clients to develop personalized financial plans that reflect their values, address their priorities, and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And

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Merrill Lynch, Pierce, Fenner & Smith, Inc.

2951 Centerville Rd.
Suite 300
Wilmington, DE 19808

Ms. Stephanie Smith Christiano

(302) 571-5124

Member Since: 1981

The Merrill Lynch Wilmington Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face.

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Merrill Lynch

19535 Camelot Drive
Rehoboth Beach, DE 19971

Mr. James Gamuciello

(302) 227-5139

Established in 1995, the Rehoboth Beach office of Merrill Lynch currently has over 13 professionals on staff. We are proud to serve the financial and investment needs of lower Delaware.

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Fidelity Investments

4001 Kennett Pike, #120
Greenville, DE 19807

Ms. Katherine Forester

(302) 428-3776

Member Since: 2017

We believe in making the complex, simpler—whether you work with us in person, on the phone, or online. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

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