Delhi Financial Services

W e were founded to assist you as individuals, women, business owners, employees, and family members to maximize your retirement income, minimize your taxes, and protect your assets in order for you to have a secure and worry-free retirement and estate plan. W e are committed to providing quality service and advice, building trust, and practicing honesty and integrity to our clients, friends, and associates in the greater Northeastern Ohio area. W e have assembled a one-stop professional team of Financial, Investment, Insurance, Mortgage, Accounting, and Legal Professionals to work with you as you create your financial security plan. You will always know where you are, where you are going, and how to get there saving you time and stress. Having a worry-free retirement and having your money last through retirement is obtainable with a plan of action. O ur goal is to help you create a financial security & risk protection plan that is easy to follow. We believe that anyone can retire financially independent and secure with the proper tools. We will give you the information and assistance you need at each stage of your life to achieve your goals. A t Milestone, we specialize in making sure that the road you are on is leading you to the destination you want to reach ; and secondly to help you eliminate taxes on hundreds of thousands or even millions of dollars, of retirement plan distributions. Call us today for a NO COST, NO OBLIGATION meeting to get acquainted with our staff so you can begin your financial planning process.

Each of our clients has a unique situation. That is why our approach has always been to treat each customer individually and not like everyone else. Its important to have face time with our clients to understand their concerns, and how we can help alleviate them.