Del-Sette Capital Management

www.happinessinretirement.com

Bill Del-Sette is a Certified Financial Planner® with over 14 years experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management. In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning. Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas. Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated companies.

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Bill Del-Sette is a Certified Financial Planner® with over 14 years experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management. In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning. Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas. Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated companies.

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Country

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State

New York

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City (Headquarters)

Schenectady

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Employees

1-10

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

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    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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