I started using Janet Baccarani and Jennifer Black as my financial managers in 2009, when we sold our business. Janet/Jennifer have done a great job in managing the capital gains and our investment portfolio to best suit our retirement needs. They meet with us on a quarterly basis to go over our strategy and see whether our targets are being achieved. I have recommended Janet/Jennifer to several of my colleagues and would recommend them to anyone else in need of wealth management.
~ T. Olson, Business Owner
Every day is Saturday in retirement… But, it’s really not for you [Janet and Jennifer]. We think you should just keep on doing what you’re doing – you seem to have a very positive effect on our bank account.
Thanks for all you do for us.
~ L&M Travers, Retired Executives
The DFS team is always there to help me with whatever I need, whenever I need it!
~ L. Stramba, Retired
My wife Elaine and I were introduced, by my accountant, to the outstanding team at DFS Private Wealth.
Running a business and the task of managing the family, understanding all the opportunities, planning for retirement, travel, and a host of other financial decisions was daunting to say the least. DFS took the time to understand our goals and they have brought our entire portfolio in line with our goals.
In the ensuing years, we’ve seen DFS win a host of national awards. What a relief to have DFS Private Wealth at the helm as loyal associates.
DFS gets an outstanding recommendation and are head and shoulders above the crowd.
~ W. Milne, Business Owner