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Individuals & Families

Financial services for the communities of the greater Chesapeake Bay area.

Common services provided by Delmarva Financial Group: 

  • Investing principles and strategies
  • College Planning
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

Common questions Delmarva Financial Group can address:

  • Can I retire early?
  • Are my investments working properly?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Securities America and its representatives do not provide legal advice tax strategies.



We provide financial strategies and recommend products tailored to your employment needs and goals.

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Business Owners

Business Owners

Delmarva Financial Group has years of experience helping businesses like yours. 

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Fill out our form and we would be happy to connect and see how we can help you and your family.

Thank you!