Dave Zummo
Vice President at Delaware Valley Financial Group, LLC
- Role
- Vice President at Independence Square Advisors
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Dave Zummo
I am a financial advisor connected with a very innovative firm, Delaware Valley Financial…
Experience
Vice President
Oct 2011 — Present
Offering: Business Solutions Investment Strategies Premium Finance Property and Casualty Life Insurance Disability Insurance Long Term Care Insurance Group Health & Benefits Executive Benefits Retirement Strategies College Funding Estate Planning61••••••42 o••••••••@dvfgadvisors.com
Education
Temple University - Fox School of Business and Management
BBA
1972 — 1976
Skills
- Estate Planning
- High Net Worth Individuals
- Disability Insurance
- Funding
- Deferred Compensation
- Risk Management
- Asset Allocation
- Wealth Management
- Wealth Preservation
- Investment Advisory
- Financial Planning
- Wealth
- Personal Finance
- Annuity
- Wealth Transfer
- Investment Strategies
- Trust Services
- Term Life Insurance
- Retirement Planning
- Mutual Funds
- Financial Advisory
- Charitable Giving
- Executive Compensation
- Trusts
- Asset Management
- Financial Markets
- Ira's
- Pensions
- Portfolio Management
- Alternative Investments
- Small Business
- Business Planning
- Long Term Care
- Wealth Accumulation
- Retirement
- Asset Protection
- Succession Planning
- Group Benefits
- Protection
- Annuities
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