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 that they truly get to know their clients. By really understanding a client’s whole family and financial situation, DFS can ensure that all the recommendations they make are suited to their specific needs. Their advice on investments is always sound, with the investments chosen being best-suited to the client’s goals. Clients have also mentioned that
they really appreciate not having any sales pressures dictating what DFS recommends to them, and that the process is service driven, towards their specific goals. We’re always more than happy to refer people to DFS because we are 100% confident that DFS will take care of the client, their family and their money – and treat them well in the process. Simply put, we refer to DFS Private Wealth because our clients come back happy.