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Del-Sette Capital Management

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Bill Del-Sette is a Certified Financial Planner® with over 14 years of experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management. In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning. Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas. Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated companies. Del-Sette Capital Management, LLC (“Del-Sette”)] is a registered investment advisor. Del-Sette provides investment advisory and related services for clients nationally. Del-Sette will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.del-sette.com/.

Bill Del-Sette is a Certified Financial Planner® with over 14 years of experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management. In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning. Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas. Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated companies. Del-Sette Capital Management, LLC (“Del-Sette”)] is a registered investment advisor. Del-Sette provides investment advisory and related services for clients nationally. Del-Sette will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.del-sette.com/.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQAlbany, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2012
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
1332 Union Street NY Schenectady
City
Albany
Region / State
New York
Postal Code
12308
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainhappinessinretirement.com
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LinkedIn NetworkActive Profile
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