DKCB Financial Advisors, LLC

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

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