We don’t hesitate to refer clients to DFS Private Wealth, and one reason is that Jennifer and Janet provide a key element our clients are looking for: comprehensive, all-inclusive service for one fee, so clients are never surprised by hidden costs. That’s really important. Another thing that sets DFS apart is that they really take…

– Adher Consulting Business Consulting Services

My wife wanted to consult with another financial advisor but I had no interest because I couldn’t see any value in it. We had our investments with another advisor who was providing some investment advice but as we were nearing retirement, my wife felt we needed more. She found DFS Private Wealth and I reluctantly…

– G. Chellew CONSULTANT

We have great confidence in the DFS Private Wealth team. Their strategy in the investment planning is very good and is in step with our investment ideas. We have had several other well-known investment advisors and none of them measure up to our expectations, where the group at DFS Private Wealth does. We have been…

Raymond & The BOSS

I’ve had 3 previous financial advisors, and DFS is so good this will be my last move.

-R. Ramsay Executive

They make it personal and unlike many other firms, they actually sit down with you every quarter.

– M. & J. Medelko Retired Executives

The service DFS Private Wealth provides is simply the best. When I refer to DFS, my clients say they are comfortable with Janet and Jennifer right from the start and they quickly learn that DFS always has their best interests in mind. I think one of the things that set DFS Private Wealth apart is…

– Steve Ackroyd Accountant