Lady Lake & The Villages
Florida

Chris Delzio

Investments, Retirement and Estate Planning

Palm trees in Florida

My name is Chris Delzio.

I am a Registered Representative with Lebenthal Financial Services and have been in this one and only field since 1976. The range of services I provide are: Active Asset Management, Retirement Services & Estate Planning.

I am a past member of the New York, Philadelphia and American Stock Exchanges. My experiences also include being a stockbroker for Merrill Lynch and PaineWebber. I believe it is essential to work with someone who has seen just about everything there is to see in the world of investing.  

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Chris Delzio Investments Retirement Estate Planning

What I Provide

Investment Principles

A set of requirements built into each product and service to ensure a stable return on investment. These increase values, protect assets, position and prepare them for retirement and inheritance.

Services

An expansive set of services and expert understanding of the markets, including Traditional and Roth IRAs, Corporate Retirement Plans, IRA and 401k Rollovers, and more. Get the full list here.

Vehicles

Products which build interest and accumulate responsibly for an ever-changing market. These vehicles span Stocks, Mutual Funds, most Annuities, and Life Insurance.

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Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.
The late Sir John Templeton
Franklin Templeton Funds
Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.
George Soros
Investor and Philanthropist
It's only when the tide goes out that you discover who's been swimming naked.
Warren Buffett
Business Magnate, Investor
There are 3 ways a smart man can go broke - liquor, ladies and leverage.
Charlie Munger
Partner to Warren Buffett

Contact Chris

I can answer your questions.

Whether you’re wondering about certain markets, have questions about your retirement fund, or are interested in investing with Lebenthal Financial, I’m here to help.

Get in touch with me, Chris Delzio, and start investing today.