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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
Ms. Grace Stockley
(302) 762-6200
(800) 223-1080
Member Since: 1998
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Brown Advisory
_
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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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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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
Mr. Edward Christiano
(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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Merrill Lynch, Pierce, Fenner & Smith, Inc.
_
2951 Centerville Rd.
3rd Floor
Wilmington
,
DE
19808
Ms. Lisa Primack
(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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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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1847Financial
_
2711 Centerville Rd., Suite 105
Little Falls 1
Wilmington
,
DE
19808
Ms. Missy Kalafut
(302) 655-7151
Member Since: 2016
At 1847Financial, we strive to create a personalized financial roadmap that may guide you toward your desired destination.
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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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Butler Financial, Ltd.
_
900 Foulk Road
Suite 201
Wilmington
,
DE
19803
Mr. Robert Campbell
(302) 778-2170
Member Since: 2007
We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
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E.ON North America Finance, LLC
_
1013 Centre Road, Suite 409
Wilmington
,
DE
19805
Ms. Claire Morse
(302) 996-9020
Member Since: 1997
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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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Visit
New Castle County
Kent County
Sussex County
Relocate to Delaware
First State Kids
Tourism Feature
Advocacy
Take Action
District Maps
Legislative Roster
Policy Priorities
Political Action Committee
Legislative Priority (Journal)
About Us
Governance
Our Team
Affiliates
>
Delaware Manufacturing Association
The Partnership, Inc.
>
Superstars in Education
>
JHTAward
SSE Winners Archive
Delaware Principal for a Day
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>
Delaware Young Professionals Network
Small Business Alliance
News & Media
>
DSCC Daily
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Member News
Delaware Business Magazine
Advertise with the Chamber
Certificates of Origin
JobBank
Internships
Contact
Events
Chamber Calendar
Annual Events
>
Annual Dinner
Spring Legislative Brunch & Manufacturing Conference
Superstars in Education
End-of-Session Legislative Brunch
Chamber Chase
Delaware Networking Station
Developing Delaware
Superstars in Business
Taste of Delaware
Webinars
Member Calendar
Membership
Why the State Chamber
Join a Lead Group
Membership Application
Member Login
Directory