Our Mission Is to Achieve and Maintain Your Financial Health
So You Can Enjoy More of Your Life
We Believe In…
Building long-term relationships and providing advice based on trust and integrity is our commitment.
Your unique set of goals and desires guides us in designing an individualized financial strategy just for you.
Over time, we monitor your progress. As your life changes, we work with you to adjust the strategy to continue your movement in the right direction.
We believe in a disciplined investment approach built on a foundation of strategies that strive to help reduce risk. Success is based on persistence and dedication.
A Word From Beverly A. Fischetti, CPA, CFP®
For over 30 years, Delta Financial Advisors has continued the tradition of helping our clients reach their financial goals. With our holistic approach to financial management and investment strategies, we customize a plan to meet each client’s needs—one that will evolve as their needs change over time.
Our team strives to help you create a plan that is as unique as you are. When it comes to financial planning, there should be no “one-size-fits-all” approach. Delta understands that every client has individualized priorities and has spent the last three decades establishing a process that we use as a guideline to help empower our clients by putting the reins in their hands.
Our team is diligent about staying up to date on the latest financial news and researching new opportunities, to be sure we are always offering the best service possible. Connecting regularly with our clients has always been our highest priority. One recent implementation that Delta has incorporated is our social media pages, such as Facebook and Twitter. We make it our highest concern to see that all of our clients are satisfied with their experience at Delta. Not only are we always available to hear your questions and concerns via phone, web conferencing or e-mail, but we believe in being proactive and reaching out to our clients for regular “check-ups.” The security of our clients’ data is our primary focus in all forms of communication. Our clients know that we are the gatekeeper of their confidentiality and actively embrace regulatory oversight.
Whether you are an experienced investor or simply trying to manage your budget, Delta can help you secure your financial future. Our team of experienced professionals will work together to customize a financial program to fit your specific needs, because we succeed when you succeed.
We look forward to working with you.
Beverly A. Fischetti, CPA, CFP®