DSC Financial Advisors, Ltd. is a reputable financial advisory firm with over 20 years of experience in providing expert financial services to individuals and businesses. Their client-centric approach aims to help clients achieve their financial goals through personalized strategies and expert guidance. With headquarters in New York and clients across the United States, the firm has $1.2 billion in assets under management and employs 30 advisors.
DSC Financial Advisors offers a range of services, including retirement planning, investment management, estate planning, tax planning, education planning, and insurance planning. They serve a diverse set of clients, including individuals, businesses, trusts, institutions, and foundations. The firm operates on a fee-based compensation structure, ensuring their interests are aligned with their clients' best interests.
Founded in 2001 by a CFP with over 30 years of experience, DSC Financial Advisors has a team of knowledgeable advisors dedicated to providing top-notch services and support. The firm has no legal or disciplinary issues in the past 10 years but may have potential conflicts of interest due to its compensation structure. DSC Financial Advisors, Ltd. impresses with their commitment to ethical standards and transparency, making them a trusted partner in achieving financial success.