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Financial Investment Services
Financial Investment Services
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Name
City
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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Visit
New Castle County
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>
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>
Delaware Principal for a Day
Superstars in Education
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Intern Delaware
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>
Small Business Alliance
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Chamber News
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Delaware Business Magazine
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Advertise with the Chamber
Certificates of Origin
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Events
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>
Annual Dinner
Spring Manufacturing & Policy Conference
Superstars in Education
End-of-Session Legislative Brunch
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