Member Benefits 2
EXPERIENCE THE DIFFERENCE OF DS FINANCIAL SERVICES
Benefits 1

OFFERING OPTIONS

We will help you find the options that address your needs at every stage of life, from college to retirement.
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WE ARE LOCAL


We have locations across the valley that make it convenient for you.
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PARTNERED WITH TOP COMPANIES

Through our partners, we offer access to a wide range of products and services at competitive prices.
Benefits 4

THE FOCUS IS ON YOU

We strive to do what is best for our clients.
VISION STATEMENT
Our vision is to provide exceptional experiences through financial solutions that make lives better.

Our mission is simple, we help clients prepare for life’s events. We do this by offering strategies designed to help clients plan for today and tomorrow, invest for the future and protect the things that matter most. We are committed to being a trusted advisor for the long term by creating personal client relationships that are the foundation for turning life’s aspirations into financial realities and assisting our clients in the preservation of their legacy for loved ones.