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Who’s minding your money?

Whether you keep a close watch on the state of your finances or wish you had more time and motivation to manage your money, you can benefit from a consultation with The Delta Group.

Wherever you are in the process, we will help you see the big picture, give you the benefit of our expertise, and set you on a path to greater financial responsibility.

Getting started is easy.

Just spend a short time discussing your goals, and we’ll help you prioritize your goals and begin to sort out the elements of your financial life. Before you know, your investments, real estate holdings, retirement funds, and assets will be organized with a solid plan in place to lead you forward with confidence.

Set up a complimentary initial consultation

Join the satisfied clients who have worked with us for many years. Meet us for an initial no-obligation consultation.

Call 650-988-0490 to set up an appointment.

edahl@oaktreesecurities.net

pwilliams@oaktreesecurities.net

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