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Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. With Skill, Experience and Innovation — we provide Wealth Solutions to individuals, families and businesses. With Expertise, Customization and Communication — we are committed to help you protect and grow your wealth. You are encouraged to also visit our Resources section where you will find many useful links which include: client login information, financial calculators etc. 112 West 34th Street , New York, NY 10120.

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Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. With Skill, Experience and Innovation — we provide Wealth Solutions to individuals, families and businesses. With Expertise, Customization and Communication — we are committed to help you protect and grow your wealth. You are encouraged to also visit our Resources section where you will find many useful links which include: client login information, financial calculators etc. 112 West 34th Street , New York, NY 10120.

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4 retirement

5 estate planning

6 charitable giving

7 lending

8 college funding

9 what to expect

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Home | Wealth Management Investments | dfsinvestments.com Reviews

https://dfsinvestments.com

Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. With Skill, Experience and Innovation — we provide Wealth Solutions to individuals, families and businesses. With Expertise, Customization and Communication — we are committed to help you protect and grow your wealth. You are encouraged to also visit our Resources section where you will find many useful links which include: client login information, financial calculators etc. 112 West 34th Street , New York, NY 10120.

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Retirement | Wealth Management Investments

http://www.dfsinvestments.com/retirement-planning

Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever. With the prospect of paying for retirement needs for as many as 20 years, retirees need to be concerned with maintaining their cost-of-living. Depending on the size and type of the organization, they may offer a 401(k) Plan, a Simplified Employee Pension Plan or, in the case of a ...

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Lending | Wealth Management Investments

http://www.dfsinvestments.com/lending

Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. Market fluctuations that may cause the value of pledged assets to decline. A decline in the value of your securities that could result in selling your securities to maintain equity. Adverse tax consequences as a result of selling securities. Borrowing for diverse needs. Some of the most common uses include:. Call your financial professional to determine if a securities-based lending strategy may be right for you.

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Resources | Wealth Management Investments

http://www.dfsinvestments.com/resources

Call us (646) 395-3848. Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. 112 West 34th Street , New York, NY 10120. 646) 395-3848 dudley@dfsinvestments.com. Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.

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Our Services | Wealth Management Investments

http://www.dfsinvestments.com/products

Call us (646) 395-3848. There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include:.

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Charitable Giving | Wealth Management Investments

http://www.dfsinvestments.com/charitable-giving

Call us (646) 395-3848. Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves. A remainder trust enables the donor to transf...

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Home | Wealth Management Investments

Call us (646) 395-3848. Emsp; Get in Touch. Emsp; Client Login. With Skill, Experience and Innovation — we provide Wealth Solutions to individuals, families and businesses. With Expertise, Customization and Communication — we are committed to help you protect and grow your wealth. You are encouraged to also visit our Resources section where you will find many useful links which include: client login information, financial calculators etc. 112 West 34th Street , New York, NY 10120.

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