SCHIAVI + DATTANI

We provide integrated financial planning and investment advisory services on a strict Fee-Only basis. What sets us apart?
Our expereince - Established 1983
Our training - CFPs, CPAs, PFS
Our recognition - Worth, Mutual Funds, Wealth Manager, top advisor selections
Awarded the "Friend of the Delaware Investor Award" by State of DE Securities Division.
Awarded "Alumni Award of Excellence" from University of Delaware
Our Client Retention Rate is superb.

Website

302 994 4444

Specialties

401K Consulting Certified Financial Planner CFP Â® College Planning Comprehensive Financial Planning CPA Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Mutual Funds NAPFA Member Professional Wealth Management Retirement Distribution Plan Retirement Planning Wealth Management Women's Issues

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SCHIAVI + DATTANI / Financial Advisor in Wilmington, Delaware

Specialties