D&L Financial Services

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

9701 Brader Way Ste 102, Madison, Wiscon...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About D&L Financial Services

DL Financial Services LLC is a financial organization based in Madison, WI, specializing in personalized financial planning, tax strategies, estate planning, and wealth management. They focus on helping individuals navigate the complexities of retirement, college savings, and legacy planning while maximizing cash flow and minimizing taxes. Their experienced professionals are dedicated to addressing the unique financial needs and goals of each client throughout various stages of life. The company aims to simplify the investment process and provide tailored solutions to enhance clients' financial well-being.Explore more
Popular SearchesD&L Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

D&L Financial Services

<$5M
1-10
Private
-
-
N/A
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
-
NE
Nancy EidenWealth Advisor & Financial Services Consultant
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
-
TD
Tracey DaigleChief Compliance Officer & Senior Financial Advisor
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

D&L Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

D&L Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about D&L Financial Services.

D&L Financial Services Tech Stack

A closer look at the technologies used by D&L Financial Services

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Frequently Asked Questions Regarding D&L Financial Services

What is D&L Financial Services's official website?
D&L Financial Services's official website is www.dlfinancialservices.com
What is D&L Financial Services's Revenue?
D&L Financial Services's revenue is <$5 Million
What is D&L Financial Services's SIC code?
D&L Financial Services's SIC: 62,628
What is D&L Financial Services's NAICS code?
D&L Financial Services's NAICS: 52,523
How many employees does D&L Financial Services have?
D&L Financial Services has 1-10 employees
What industry does D&L Financial Services belong to?
D&L Financial Services is in the industry of: Finance, Securities Trading
What is D&L Financial Services competition?
D&L Financial Services top competitors include: River Ridge Financial Advisory Services, Fee-Only Financial Advisors, Investment Services Group, Seren Wealth Advisors
What technology does D&L Financial Services use?
Some of the popular technologies that D&L Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager, Font Awesome
What does D&L Financial Services do?

DL Financial Services LLC is a financial organization based in Madison, WI, specializing in personalized financial planning, tax strategies, estate planning, and wealth management. They focus on helping individuals navigate the complexities of retirement, college savings, and legacy planning while maximizing cash flow and minimizing taxes. Their ex... perienced professionals are dedicated to addressing the unique financial needs and goals of each client throughout various stages of life. The company aims to simplify the investment process and provide tailored solutions to enhance clients' financial well-being.Read More

Is D&L Financial Services a public company?
D&L Financial Services is private company therefore does not currently have an official ticker symbol
See more information about D&L Financial Services

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