Services

We believe that no two people are the same, and that no two financial planning strategies should be the same.  Whether our clients are experienced or inexperienced investors, we work one-on-one with each client to find the right investments to meet their specific needs.  Whatever your goals, we can help to get you there:

  • Growing & Preserving Wealth
  • Planning for Retirement
  • Managing Risk/Insurance
  • Managing Taxes
  • College Planning
  • Transferring Wealth
  • Running a Business

Services

Securities and Advisory services offered through VSR Financial Services, Inc., Member FINRA/SIPC - A Registered Investment Adviser - Securities cleared through First Clearing, LLC
Delta Investment Services, Inc. and VSR Financial are unrelated entities

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in the following states: AL (Alabama), AR (Arkansas), AZ (Arizona), CA (California), CO (Colorado), CT (Connecticut), FL (Florida), GA (Georgia), IL (Illinois), IN (Indiana), IA (Iowa), KS (Kansas), LA (Louisiana), MD (Maryland), MI (Michigan), MN (Minnesota), MO (Missouri), NC (North Carolina), NJ (New Jersey), NV (Nevada), NY (New York), OH (Ohio), OR (Oregon), PA (Pennsylvania), SC (South Carolina), TX (Texas), VA (Virginia), WI (Wisconsin). If your resident state is not listed, please contact us at 1-800-969-6878 or email us at delta@moneytalk.org. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advise to, or communicate directly with (by e-mail, letter, or telephone) residents in states in which a Representative is not registered.