5 years in business
(Eastern Time Zone)
Mon - Fri
9:00 a.m. to 6:00 p.m.
Derilyn makes recommendations and finds solutions based on my life and goals, instead of some prescribed formula. She understands my needs and risk tolerance. Derilyn makes me feel as though I have control over my finances.Oct 11, 2018
Derilyn has been the most dedicated and helpful advisor for not only myself but my extended family for the last few years. We all have benefited greatly from her consultation and support. I don’t foresee ever switching to anyone else honestly. highly recommended.Sep 21, 2018
Working with Deri was a breeze. She really understands your needs and finds financial products that make most sense for you.Sep 15, 2018
I first met Deri at a bridal show when I got engaged. . . or was it before? Who knows, but that was well over 4 years ago and she has been the greatest financial advisor I could have asked for. She is 100% honest and puts her clients best interest first. If you have a goal, she'll help you get there! I look forward to continuing our relationship. Highly recommend!Sep 12, 2018
Literally she has saved me thousands of dollars and helped me secure a more solid financial and insured future. Can’t recommend her enough!Sep 12, 2018
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- What should the customer know about your pricing (e.g., discounts, fees)?I work with clients in a few different ways and can be compensated in a way that best meets the needs of the client. My preference is to work through comprehensive fee based plan, which start at $1000 and go up from there depending on the complexity of your situation and the time that will be involved with creating your plan. We will discuss on an individual basis. I can also be compensated through asset management. I can also be compensated through commissions from insurance & investment products (mutual funds.) I will ask that you do not message me simply to ask for a fee estimate as I will need to speak with you (over the phone or in person) to gain an understanding of your situation before I can provide that.
- What is your typical process for working with a new customer?I’d start with a call to learn more about why you’re looking for a financial professional to work with-what are your priorities? We’ll discuss my client process and then we decide if and how we want to work together.
- What education and/or training do you have that relates to your work?Bachelor of Arts from the University of Pittsburgh, Life/Health license, Series 6, Series 63, Series 65.