Financial Advisors Offer Consultation & Lunch At Area Bar & Grille

Tonia Kelley is a Certified Divorce Financial Analyst and Financial Advisor at DLG Wealth Management. Kelley helps her clients plan for a financially equitable divorce settlement. She provides clients with advice and information on financial issues r

Albany, NY (prHWY.com) March 28, 2012 - Certified Financial Planners from DLG Wealth Management, an independent investor advisory firm, are offering a complimentary consultation and lunch for prospective investors. Consultations by Certified Financial Planner, Manuel Choy, and Financial Advisor, Tonia Kelley, are going on now until (XXXX). Advisors will offer lunch at Angelo's Prime Bar & Grille in The Hilton Garden Inn at 30 Clifton Country Rd., in Clifton Park, NY.

Manuel Choy is a Comprehensive Financial Planner, MBA and Sr. Vice President at DLG Wealth Management. Choy manages client portfolios, customizing each client's portfolio based upon their goals, objectives and the risks associated with current market conditions. To discuss current or future investments, he can be reached at 518-348-0060 Ext. 258.

Tonia Kelley is a Certified Divorce Financial Analyst and Financial Advisor at DLG Wealth Management. Kelley helps her clients plan for a financially equitable divorce settlement. She provides clients with advice and information on financial issues related to divorce such as; tax consequences, selling the marital home, pension and 401K plans and forecasting settlement options. To schedule a consultation, she can be reach at 348-0060 Ext. 262.

DLG WEALTH MANAGEMENT, LLC
DLG Wealth Management is an SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized investment management expertise. Our investment approach is built on identifying each client's unique objectives and establishing a customized investment plan to meet them. We address each critical step in the investment management process including: goal setting and risk/return profiling; asset allocation modeling and execution; rigorous investment selection, monitoring and reporting. For more information about DLG Wealth Management, visit www.dlgwealthmanagement.com. Securities offered through Dinosaur Securities, LLC a member of FINRA, SIPC & NFA.

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Tag Words: wealth management, wealth management company, wealth management advisor, wealth management albany, albany wealth management

Categories: Business

Press Release Contact
DLG Wealth Management, LLC
6 Executive Park Drive
Clifton Park,NY 12065
(518) 348 0060 phone
(518) 348 0107 fax

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