Del-Sette Capital Management LLC
(518) 793-3851
Contact and Address
| Category: | Insurance agency, |
|---|---|
| Address: | 1332 Union St, Schenectady, NY 12308, USA |
| Postal code: | 12308 |
| Phone: | (518) 793-3851 |
| Website: | http://www.happinessinretirement.com/ |
Hours:
| Monday: | 9:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 9:00 AM – 5:00 PM |
| Wednesday: | 9:00 AM – 5:00 PM |
| Thursday: | 9:00 AM – 5:00 PM |
| Friday: | 9:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
Location & routing
Most Recent Reviews
(December 17, 2018, 6:59 am)Bill and his staff are courteous, caring, incredibly helpful, and most importantly, trustworthy. I would highly recommend them to anyone who is in need of solid financial advice and management. They will listen, and tailor a plan that can fit with an individual's goals and risk tolerance. I can't say enough about how much they've helped me, and other members of my immediate family.
(March 27, 2018, 9:27 am)Bill and his team are my first-ever Financial Advisors as I have avoided such in the past, feeling certain that I was wise enough to handle things. The first thing they taught me was to trust them, to use their years of wisdom (tribal knowledge) to my advantage and 'be patient' with the volatile markets of today. They now have my trust and commitment and although they taught me to understand patience, I am thankful for their patience with me and my cynical and often skeptical ways. Thanks!
Photos of Del-Sette Capital Management LLC
Del-Sette Capital Management LLC On the Web
Strategic Investment Plans | Del-Sette Capital Management NY
Thaks for stopping by! At Del-Sette Capital Management, I help my clients figure out what adds meaning to their lives, and then my team executes on the technical tools and recommendations to help make those dreams a reality.
DEL-SETTE CAPITAL MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com
Del-sette Capital Management is based out of Schenectady. Del-sette Capital Management is a large advisory firm with 256 clients and discretionary assets under management (AUM) of $147,094,691 (Form ADV from 2022-03-22). Their last reported 13F filing for Q3 2022 included $84,584,000 in managed 13F securities and a top 10 holdings concentration ...
Del-Sette Capital Management LLC Company Profile | Schenectady, NY ...
Find company research, competitor information, contact details & financial data for Del-Sette Capital Management LLC of Schenectady, NY. Get the latest business insights from Dun & Bradstreet.
Del Sette Capital Management, LLC (Schenectady)
The principal office where Del Sette Capital Management, LLC performs its advisory services is located at 1332 Union St., Schenectady, NY 12308, which is also the mailing address of the firm. It doesn't run an office outside of the United States. You can reach the main office by calling the phone number 518-793-3851 or by fax 518-824-1124.
Del-sette Capital Management, LLC | Wealthminder
1332 Union St., Schenectady, NY 12308. Hermes Del-Sette, Iii (CRD# 3098267) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 24 years of experience in the finance industry. Hermes Del-Sette, Iii has taken additional exams to become a Certified Financial Planner (CFP®).
Del-Sette Capital Management, LLC - SmartAdvisor Match
Del-Sette Capital Management, LLC is a financial advisory company headquartered in Schenectady, New York. The firm controls $147.1 million in assets over 623 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). Del-Sette Capital Management, LLC has a small team, including 3 financial advisors.
Del-Sette Capital Management Review 2022 | investor.com
Apply for Trusted badge | October 4th, 2022. Del-Sette Capital Management, registered in 2014, serves 5 state (s) with a licensed staff of 3 advisors. Del-Sette Capital Management manages $147.1 million and provides investment advisory services for 256 clients (1:86 advisor/client ratio).
Del-Sette Capital Management | LinkedIn
Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided ...
Del-Sette Capital Management - Crunchbase Company Profile & Funding
Legal Name Del-Sette Capital Management, LLC; Company Type For Profit; Contact Email bill@happinessinretirement.com; Phone Number +1-518-793-3851; Lists Featuring This Company. Edit Lists Featuring This Company Section. New York Finance Companies .
Bill Del-Sette CFP® - Owner - Del-Sette Capital Management | LinkedIn
Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided ...