SCHIAVI + DATTANI
SCHIAVI + DATTANI
2710 Centerville Road Suite 201
Wilmington, DE 19808
2710 Centerville Road Suite 201
Wilmington, DE 19808
Categories: Financial Advisors, Financial Advisory Services, Financial Planning Consultants, Investment Advice
S+D is an award winning fee-only financial planning / investment advisory firm
Schiavi + Dattani is an award winning fee-only financial planning and investment advisory firm located in Wilmington, DE. The firm was founded in 1983. The firm is registered with the SEC and, as a fiduciary, places the interests of clients ahead of its own.
Keywords: retirement planning, investments, inheritance, wealth management
Schiavi + Dattani is an award winning fee-only financial planning and investment advisory firm located in Wilmington, DE. The firm was founded in 1983. The firm is registered with the SEC and, as a fiduciary, places the interests of clients ahead of its own.
Keywords: retirement planning, investments, inheritance, wealth management
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Interview Q&A
How long have you been in business?
Since 1983
What is your primary product or service?
Fee-only financial planning and investment advisory services.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Vincent A. Schiavi - oldest of 10 children. Worked to pay for high school (private) and college. Experience at Arthur Young & Co. and Hewlett Packard. Visualized a need to deliver impartial financial advice.
How do you differentiate yourself from other businesses in your category and area?
First fee-only financial planning firm registered with SEC in Delaware. Combined CPA and Certified Financial Planner designations provide unique ability to enhance tax and investment opportunities.
How many locations do you have and do you have plans to expand?
One physical location. Technology allows us to service clients in many states.
Since 1983
What is your primary product or service?
Fee-only financial planning and investment advisory services.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Vincent A. Schiavi - oldest of 10 children. Worked to pay for high school (private) and college. Experience at Arthur Young & Co. and Hewlett Packard. Visualized a need to deliver impartial financial advice.
How do you differentiate yourself from other businesses in your category and area?
First fee-only financial planning firm registered with SEC in Delaware. Combined CPA and Certified Financial Planner designations provide unique ability to enhance tax and investment opportunities.
How many locations do you have and do you have plans to expand?
One physical location. Technology allows us to service clients in many states.
Contact SCHIAVI + DATTANI:
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