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.
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.
The late Sir John Templeton
George Soros
Warren Buffett
Charlie Munger
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.