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