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THE WARREN-WATCHUNG CONNECTION
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DELTA FINANCIAL GROUP, INC. 37 Stonehouse Road Basking Ridge, NJ 07920 By: Brian Macellara Delta Financial Group, Inc., a Registered Investment Advisor (RIA) based in Basking Ridge, NJ, is cele- brating our 25th year of business. The quarter-century mark brings with it some exciting develop- ments, including our beautiful new office building pictured above. Our team of dedicated professionals now has over 175 years of collec- tive experience in the financial serv- ices industry, and we were recog- nized by the Financial Times as one of the nation’s Top 300 RIA firms. Delta Financial Group, Inc. was founded in 1991 by the man- aging partners, Sean F. Donovan and Joseph J. Macellara. They had a vision of helping people with their finances in a true fiduciary capacity by placing the client’s goals, dreams and objectives ahead of everything else. They were two advisors that did not want to sell financial products, but instead pro- vide independent financial advice with absolutely no conflicts of interest. Above all, they believed trust, integrity and customer serv- ice to be the most valued aspects of the client/advisor relationship. Since then we have grown to manage over $400 million in assets, more than double the amount just ten years ago. Our existing clients continue to bring more and more of their assets under our management, while also encouraging their friends and fam- ily to join Delta. We consider client referrals to be the greatest compli- ment we can receive, and we’d like to thank each of our clients for the confidence they have placed in our firm. In addition, the firm has added two skillful advisors in David E. Pasi, Jr. and Wayne W. Howell CPA®, CFP®, CCPS®. The financial services industry has transformed in many ways these past 25 years, but the fiduci- ary standard remains unchanged at Delta. We consider it necessary for the services we provide: wealth management, advisory planning and financial consultation. Objectiv- ity makes our firm unique because unlike most investment firms, Delta is fee-only. This means that our compensation is based solely on a percentage of the value of assets under management. We do not receive compensation for sell- ing any financial products, nor do we generate commissions for trad- ing. Instead, the fee structure rein- forces our choice to place our clients’ interests first. At Delta, we establish an indi- vidual investment policy for each client based on financial goals, investment horizon, and risk tem- perament. We manage each port- folio by carefully monitoring all investment vehicles and making sure the structure of the portfolio is tailored to the individual client’s income and tax concerns. As Certi- fied Financial Planners (CFP®), we develop financial strategies to address retirement planning, tax and estate planning, college tuition, and risk management. This ensures that clients are financially prepared for the changes that life is sure to bring. Whether you are planning for your next major life event or simply interested in getting an independ- ent and objective review of your financial health, we are happy to help. Feel welcome to call our offices at (908) 542-9400 to sched- ule an introductory meeting or visit www.deltafinancialgroup.com for more information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
"$ # # % #" $" "" # ! ( 47 # $" * " * 17931 /9180 653,9511 . &&&+ # : ! $ + www.theconnectionsnj.com