Business claimed
Last updated: Over a year ago
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Financial Planning
,
Insurance
About Devon Financial Group, Ltd.
Retirement Planning, Retirement Planning, Financial Advisor, Investment Planning Go to full description...
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Additional business details
Email address:
kevin.trainor@saswealth.com
Payment methods accepted:
cash, visa, mastercard, american express
We, at the Devon Financial Group, Ltd., are experienced professionals dedicated to helping you reach your financial goals.As Financial Advisors, we are committed to helping our clients acheive their financial goals and dreams. We accomplish this through a comprehensive review of our clients' investment objectives, combined with a conservative, long-term approach to asset allocation, and a selction of superior financial products and services. The members of our firm: Charles, Michael, Robert DiPuppo, and Kevin Trainor, have over a century of combined experience in the financial and investment planning business. We are committed to excellence in providing you with financial planning, insurance, and investment brokerage services. Our comprehensive business philosophy is to assist you in navigating the course toward long-term, successful money management.At the Devon Financial Group, Ltd., we believe that we can help you prosper. We would like to tell you about our overall investment strategy, our various areas of focus, and how our company is structured to serve you. Then, we would like to assist you in tailoring a strategy designed to help meet your current and future needs.