Delaware Valley Financial Group

Industry: Insurance company

Description

Founded: 2007 Parent organization: DVFG Advisors, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportDelaware Valley Financial GroupWebsiteDirections Saved (0) Saved Save Financial planner in New Castle County, Delaware Address: 1011 Centre Rd # 119, Wilmington, DE 19805 Phone: (302) 353-5450: : Hours: Place name: Website: : : Category: : : Website: http://www.faodv.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Delaware Valley Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Delaware Valley Financial Group Employees

Employee
Years
Job
Industry
Daniel A. White, CLU, ChFC, RICP Daniel A. White, CLU, ChFC, RICP Greater Philadelphia Area Details
Daniel A. White, CLU, ChFC, RICP's Delaware Valley Financial Group Experience September 1987 - January 2000
Job Principal, Daniel A. White & Associates
Industry Financial Services
Experience
WDEL   January 2010 - Present
Daniel A. White & Associates   January 2000 - Present
Delaware Valley Financial Group   September 1987 - January 2000

Skills
Retirement Planning, Retirement, Estate Planning, Annuities, Insurance, Financial Analysis, IRA's, Asset Protection, Retirement Income..., Long Term Care, IRAs, Fixed Annuities, Long-term Care, Strategic Financial..., Roth IRA, Life Insurance, 401k, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Wealth, Series 7, Mutual Funds, Finance, Securities, Investment Strategies, Asset Management, Financial Planning

Education
The American College   1988 — 1991
CLU, ChFC, RICP

Widener University   1983 — 1986
MBA, Finance

Penn State University   1978 — 1982
BS, Accounting

Robert B Holland, CFP Robert B Holland, CFP Greater Philadelphia Area Details
Robert B Holland, CFP's Delaware Valley Financial Group Experience 1976 - 1982
Job ★ Helping clients develop and implement a financial plan aligned with their goals and objectives.
Industry Financial Services
Experience
The Philadelphia Group; Partner   June 2013 - Present
DVFG Advisors, LLC  January 1982 - June 2013
Delaware Valley Financial Group   1976 - 1982
US Steel  1971 - 1976

Skills
Investment Strategies, Wealth Management, Insurance, Business Continuation..., Retirement Planning, Estate Planning, Financial Advisor, Financial Planner, Insurance Agent, Insurance Broker, Investment Broker, Investment Planner, Investment Advisor, Retirement Planner, Retirement Advisor, Investments, Disability Insurance, Finance, Life Insurance, Financial Advisory, Business Continuity..., Retirement, Wealth, Health Insurance, Financial Planners, Small Business, Securities, Series 7, Employee Benefits, Strategic Financial..., FINRA, Financial Services

Education
College for Financial Planning   1990 — 1992
CERTIFIED FINANCIAL PLANNER

Grove City College   1966 — 1970
BS, Physics

Jim Kravitz Jim Kravitz Greater Philadelphia Area Details
Jim Kravitz's Delaware Valley Financial Group Experience June 2012 - August 2013
Job Managing Partner/Financial Advisor at Lawrence James Financial Group
Industry Financial Services
Experience
Lawrence James Financial Group   August 2013 - Present
Delaware Valley Financial Group   June 2012 - August 2013
Vantage Point Bank and Financial Services  June 2011 - June 2012
Matrix Audio Systems   1996 - 2010
Radnor Capital Management/Custodian Securities   1993 - 1996
PML Securities   1991 - 1993
Capital Analysts, Inc.   1989 - 1991
Waterhouse Securities  1986 - 1989
First Jersey Securities   1985 - 1986

Skills
Mortgage, Insurance, Credit, Banking, Financial Planning, Annuities, Loans, Investments, Business Planning, Portfolio Management, Investment Banking, Asset Management, Cash Management, Corporate Finance, Estate Planning, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Mortgage Lending, Securities, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Investment Advisory, 401k, Asset Allocation, Series 63, Wealth, Life Insurance, Investment Strategies

Education
Penn State University
BS, Finance

Dave Frankel Dave Frankel Greater Philadelphia Area Details
Dave Frankel's Delaware Valley Financial Group Experience January 2011 - December 2011
Job Account Executive at Northern States Funding Group
Industry Financial Services
Experience
Northern States Funding Group   February 2015 - Present
Inner Groove Records   January 2015 - Present
Carrington Mortgage Services, Mortgage Lending Division  May 2014 - February 2015
MCS Mortgage Bankers Inc.  February 2013 - April 2014
First Choice Lending Services  November 2011 - February 2013
Delaware Valley Financial Group   January 2011 - December 2011
NORTHERN STATES FUNDING GROUP, INC   February 2008 - December 2010
CTX Mortgage  March 2004 - December 2007
GMAC Mortgage  September 1998 - March 2004
EASTERN AMERICAN MORTGAGE CO   April 1996 - September 1998

Skills
Mortgage Lending, FHA, Loans, Banking, Finance, VA loans, Refinance, Investment Properties, Commercial Mortgages, Mortgage Banking, Loan Origination, Residential Mortgages, Reverse Mortgages, FHA financing, Credit Analysis, Financial Services, Mortgage Underwriting, USDA, Product Marketing, Residential Homes, Construction Loans, Credit, Government Loans, Certified Mortgage..., FHA Financing, Loss Mitigation, Underwriting, VA Loans

Education
Temple University - Fox School of Business and Management   1985 — 1987

ABINGTON SR. HS   1981 — 1985
HS Diploma, HS Diploma

Vanessa Mueller Vanessa Mueller Greater Philadelphia Area Details
Vanessa Mueller's Delaware Valley Financial Group Experience April 2008 - April 2010
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Vibra Healthcare  February 2014 - Present
Vibra Healthcare  October 2012 - Present
Cookies By Design  October 2010 - July 2011
Delaware Valley Financial Group   April 2008 - April 2010
New York Life  June 2007 - April 2008

Skills
Career Counseling, Marketing, Program Management, Student Financial Aid, Sales, Nursing, Public Speaking, Sales Operations, Healthcare, Leadership, Event Planning, Customer Service, Leadership Development, Social Media, Microsoft Office, Social Networking

Education
Thomas Edison State College - Accelerated 2nd Degree BSN   2011 — 2013
Bachelor of Science, Nursing

Temple University - Fox School of Business and Management   2003 — 2007
Bachelor, Marketing

William Marko William Marko Greater Philadelphia Area Details
William Marko's Delaware Valley Financial Group Experience 2008 - 2009
Job Owner of Armoloy Company of Philadelphia
Industry Machinery
Experience
Armoloy Company of Philadelphia   January 2011 - Present
DVFG   2008 - 2009
Delaware Valley Financial Group   2008 - 2009
Philadelphia Stock Exchange  August 1984 - April 2005

Education
Drexel University   1980 — 1982
MS, Finance

Rider University   1975 — 1979
BS, Accounting

Gregory Repice Gregory Repice Greater Philadelphia Area Details
Gregory Repice's Delaware Valley Financial Group Experience December 2007 - June 2010
Job Insurance and Investments at One Penn Financial Group
Industry Financial Services
Experience
OnePenn Financial Group  June 2010 - October 2010
Delaware Valley Financial Group   December 2007 - June 2010
IBG Financial Services   January 2001 - August 2007

Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Loans, Portfolio Management, Financial Analysis

Education
Penn State University   1997 — 2001
B.S., Finance

Tamara Higgins Tamara Higgins Greater Philadelphia Area Details
Tamara Higgins's Delaware Valley Financial Group Experience September 2002 - July 2007
Job Chief Financial Officer, Prinicpal, Titanium Wealth Advisors, LLC
Industry Financial Services
Experience
Titanium Wealth Advisors, LLC   2013 - Present
Life for Diabetes   2010 - Present
Strategic Wealth Management Advisors, LLC   January 2010 - September 2013
Alliance Group  February 2007 - September 2012
Delaware Valley Financial Group   September 2002 - July 2007

Skills
Term Life Insurance, Insurance, Sales Management, Life Insurance, Fixed Annuities, Retirement Planning, Strategic Planning, Disability Insurance, Team Building, Account Management, Finance, Retirement, Small Business, Brokers, Investments, Wealth Management, Sales, Underwriting, Long-term Care, Whole Life, Property & Casualty..., Employee Benefits, Direct Sales, Health Insurance, Long Term Care Insurance, Umbrella Insurance, Universal Life, General Insurance

Education
University of Wisconsin-Madison   1992 — 1994
BA, Communication, Journalism, and Related Programs

Brigham Young University - Idaho   1988 — 1990
Associates Degree, Communications/Journalism

Harry Bickel Harry Bickel Greater Philadelphia Area Details
Harry Bickel's Delaware Valley Financial Group Experience January 2010 - July 2010
Job Employee Benefits Consultant
Industry Insurance
Experience
Precision Benefits Group   September 2010 - Present
Delaware Valley Financial Group   January 2010 - July 2010
SEI Investments  October 2006 - February 2009
SEI Distribution Company   July 2005 - October 2006
Acme Markets  October 1998 - July 2006
PNC Bank  August 2004 - July 2005

Skills
Employee Benefits, Account Management, Insurance, New Business Development, Life Insurance, Marketing, Disability Insurance, Relationship Management, Small Business

Education
Philadelphia University   1999 — 2003
B.S, Management Information Systems and Marketing

Takuma Goto Takuma Goto Greater New York City Area Details
Takuma Goto's Delaware Valley Financial Group Experience January 2011 - June 2011
Job Audit Senior Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte  September 2013 - Present
Merrill Lynch  June 2012 - August 2012
Delaware Valley Financial Group   January 2011 - June 2011
Lincoln Financial Advisors  August 2010 - December 2010

Skills
Excel, PowerPoint, Word, Bloomberg Terminal, Factset, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Investments

Education
Temple University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting

Duquesne University   2008 — 2009
Bachelor of Business Administration (BBA), International Business

Ervis Zeneli Ervis Zeneli Greater Philadelphia Area Details
Ervis Zeneli's Delaware Valley Financial Group Experience 2011 - August 2012
Job Project Engineer at Hill International
Industry Construction
Experience
Hill International  February 2012 - Present
Delaware Valley Financial Group   2011 - August 2012
AH Adams & Company   2010 - 2011
University of Hartford  2009 - 2011
TPD Architects   2009 - 2010
Paul Macht Architects   2008 - 2008

Skills
AutoCAD Architecture, REVIT, Sketchup, Photoshop, Maximo, Home Designer, Microsoft Office, SketchUp, Microsoft Excel, Architecture, Revit, Leadership, Drawing, Primavera P6, Architectures, AutoCAD, Construction, Value Engineering, Urban Planning, Adobe Acrobat, Construction Management, Fundraising, MS Project

Education
University of Hartford   2007 — 2011
Bachelors of Science, Architecture Engineering Technology.Minor in Business Administration

Aristoteleion Panepistimion Thessalonikis   2010 — 2010
Study Abroad program

University of Macedonia Thessaloniki   2010 — 2010
Study Abroad program

Abington Senior High School   2004 — 2007
GED, High School Diploma

Gretchen Bowen, AU Gretchen Bowen, AU Dresher, Pennsylvania Details
Gretchen Bowen, AU's Delaware Valley Financial Group Experience 2011 - 2013
Job Account Manager
Industry Insurance
Experience
ICW Group  April 2015 - Present
ECBM  October 2013 - December 2014
Delaware Valley Financial Group   2011 - 2013
Odell Studner  2007 - 2011
Hub International/ Citizens Clair Insurance   2001 - 2007

Skills
Casualty, Brokers, Commercial Insurance, Commercial Lines, Liability, Insurance, Property, Underwriting, General Insurance, Professional Liability, Property, Umbrella Insurance, Workers Compensation, Legal Liability, D, Claim, Employment Practices..., Casualty Insurance

Education
University of Delaware

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