Financial Services

Dumont and Daley Provide One-Stop Financial Guidance

Like everything else in today's fast-paced environment, investment options can prove numerous and complicated to the uninitiated consumer. Neil Daley and Jim Dumont provide assistance in sorting out the many alternatives through their business, Dumont and Daley Investment Services, L.L.C.

The investment services business, affiliated with The Roland Dumont Agency, began when Neil and Jim initially met to discuss how their combined experience could best benefit clients. The pair immediately discovered they shared a basic business value-to provide excellent customer service-whether it was in investment counseling, real estate or insurance. Neil and Jim also understand the value of long-term client relationships, as well as the ability to be available when needed. Add to this their mutual dedication and involvement in their communities, and it's easy to see how Dumont and Daley got started as a client-dedicated financial services firm.

Offering large company services in a small business atmosphere, Dumont and Daley Investment Services, L.L.C. caters to today's busy consumer by providing one-stop financial shopping. With a wide variety of products and services available, Neil and Jim recognize that each client has unique standards and requirements, and the pair work hard to create financial plans based on these specific goals and objectives.

Whether it's planning for education, retirement or estate settlement, programs can be put into place that are both comfortable and easy-to-understand for individual investors. Dumont and Daley minimize information overload, evaluating more than 9000 funds in their search for the best investment opportunities. Access to variable life products and fixed and variable annuities-offering key tax advantages-are also utilized in preparing a long-term financial plan. 

Dumont and Daley Investment Services can guide the business owner on appropriate methods of funding retirement benefits and plans such as Simplified Employee Pensions, Simple IRAs, Simple 401(k)s as well as traditional 401(k) and profit sharing plans.

As desires change over time, Jim and Neil suggest the need to develop strategic investment plans reflecting a client's present and future situation. New financial consultations and reviews of existing portfolios-whether personal or business-are available without fees.

The immediate goal of Dumont and Daley is to broaden services currently offered by the Roland Dumont Agency to more completely fulfill customer's needs.