Ds Drelich & Associates
Financial Services, 7077 Bonneval Rd, Jacksonville, Florida, 32210, United States, 1-10 Employees
Phone Number: +19*********
Who is DS DRELICH & ASSOCIATES
Our Story D.S. DRELICH & ASSOCIATES D. S. Drelich and Associates, Inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the tran...
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Headquarters: 7077 Bonneval Rd, Jacksonville, Florida, 32210, United States
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Employees: 1-10
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Revenue: $250 Million to $500 Million
Industry: Financial Services
SIC Code: 6061
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NAICS Code: 522130 |
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Frequently Asked Questions Regarding DS Drelich & Associates
Answer: DS Drelich & Associates's headquarters are located at 7077 Bonneval Rd, Jacksonville, Florida, 32210, United States
Answer: DS Drelich & Associates's phone number is +19*********
Answer: DS Drelich & Associates's official website is https://dsdrelich.com
Answer: DS Drelich & Associates's revenue is $250 Million to $500 Million
Answer: DS Drelich & Associates's SIC: 6061
Answer: DS Drelich & Associates's NAICS: 522130
Answer: DS Drelich & Associates has 1-10 employees
Answer: DS Drelich & Associates is in Financial Services
Answer: DS Drelich & Associates contact info: Phone number: +19********* Website: https://dsdrelich.com
Answer: Our Story D.S. DRELICH & ASSOCIATES D. S. Drelich and Associates, Inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the transfer of wealth to their families. We understand that the planning process for a 65-year old retiree is different than planning for a working 35-year old. OUR FOCUS IS YOU Although there are many common elements to retirement and estate planning, each client is unique and must be treated as such. Our interview process enables us to work with you to identify your personal goals in a clear and concise way. INFORMED CLIENTS ARE GOOD CLIENTS After lifetime objectives and desires are identified, we begin our educational process to ensure you understand the myriad of investment options available to you. At this meeting we further develop your risk tolerance profile and begin to create a model encompassing your entire financial picture. In addition, various strategies are reviewed to guard against both probable and potential catastrophic events. Tax mitigation, creditor and liability protection are reviewed as well. THINGS CHANGE, WE ADAPT Experience indicates that the one thing in life that is constant is change. For that reason we schedule regular reviews with our clients. PROFESSIONAL PARTNERS COMPLETE THE PICTURE Our strategic alliances with area attorneys, bankers, CPATMs and other professionals helps to insure that your plans are comprehensive and complete. We look forward to working with you in creating a lifetime of financial security. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation. Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor D.S. Drelich & Associates and Client One Securities, LLC are not affiliated
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