D&L Financial Advisors LLC

CONNECT

Address:

555 S. Industrial Drive, Suite
Hartland, WI 53029

Phone:

262-367-6656

Our Firm & Services

Every person leads an unique lifestyle. At D&L Financial Advisors LLC we understand this, and cater specifically to each client's needs. Our advisors meet with their clients on a regular basis and provides a personalized detailed review. This account review includes strategic recommendations to keep the plan 'on track', as well as any adjustments for life events. As Financial Advisors, Lori and Dennis serve clients as fiduciaries or "Investment Advisor Representatives" under Woodbury Financial Services, Inc., Registered Investment Advisor.

D&L provides the following services:

  • Medicare Advantage
  • 401k Rollover Aid
  • Investment Advice
  • Portfolio Management
  • Retirement Planning
  • Personal Financial Planning
  • Estate Planning
  • Wealth Education for Individuals
  • Wealth Education for Families

At D&L Financial Advising, we pride ourselves on being able to offer full investment services. This corporate structure facilitates professional relationships with CPAs, Attorneys, and Insurance Professional to meet all the client's needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck