The accumulation and preservation of wealth is an important goal for our clients. We recognize this need among our clients and have formed a Registered Investment Advisor, DKCB Financial Advisors, LLC to assist our clients in this area.
DKCB Financial Advisors, LLC is registered with New York State as a Registered Investment Advisor. We have aligned ourselves with a number of money managers and brokerage firms to offer a variety of investment options to service a variety of needs. Our services include:
- Initial consultations to understand goals and objectives
- Analysis of present investments
- Make portfolio recommendations.
- Assist in establishment of portfolio
- Assist in the ongoing monitoring of investment results
- Coordinate the sales of securities for tax planning issues
Securities offered through 1st Global Corp. Member FINRA, SIPC. DKCB Financial Advisors, LLC is not affiliated with 1st Global Capital Corp. We currently have individuals licensed to offer securities in the state of New York. This is not an offer to sell securities in any other state or jurisdiction.