Deliso Financial and Insurance Services

Deliso Financial and Insurance Services Deliso Financial and Insurance Services provides quality financial strategies, and offers insurance and financial products to businesses and Individuals.

At Deliso Financial and Insurance Services, we help you take control of your financial future. Whether you’re a successful professional, a couple preparing for retirement, or an individual in a transitional phase of life, we get to know you personally so we can take a customized, holistic approach to your planning. We don’t pass judgement on past financial decisions, and we’re committed to showing

you how to help yourself and your family with comprehensive planning and protection strategies. We’re passionate about serving people who live to better the lives of others, and we’ve been helping generous individuals become the heroes of their own lives for over 20 years. With experience in small family business, we know what it means to work hard, set goals, and live with a mission to help the people you care about. Whether you’re establishing a family trust, planning for your children’s college, or developing a succession plan for your business, we’ll work alongside you to help you discover the best route for your financial success. We provide a customized, concierge-style approach to develop a financial plan as unique as your situation. Once we get know you and determine your current financial standing, we’ll leverage interactive technology so you can view all your financial assets in one comprehensive platform. From there, we’ll examine model scenarios and help you make informed decisions about your financial goals. If you’re recently widowed and need help defining your next steps, or you’re creating a plan for your child with special needs, we have the knowledge and guidance to take you to your next phase and beyond. If you’re ready to take control of your financial future and protect the people and things you care about, we’d love to talk with you. Some of our services include:

Retirement Planning
Risk Management
Cash Flow Planning
Estate Planning
Charitable Giving Strategies
Succession Planning
Investment Planning

Curious how new tax laws affect older adults? Learn about expanded deductions, changes to Social Security rules, and wha...
06/22/2026

Curious how new tax laws affect older adults? Learn about expanded deductions, changes to Social Security rules, and what it means for your tax planning. Read the full article here…

Who qualifies? How much is it? We answer key questions.

06/15/2026

: "Failure is the condiment that gives success its flavor." ~ Truman Capote

Are money mistakes holding you back? Learn the 7 most common pitfalls and simple fixes to take control of your finances ...
06/08/2026

Are money mistakes holding you back? Learn the 7 most common pitfalls and simple fixes to take control of your finances and reach your goals.

Stop making these 7 common money mistakes! Learn how to fix bad financial habits and build real wealth, without shame or overwhelm.

Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…
06/01/2026

Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…

Sidestep these land mines to help safeguard your money, health and happiness

05/25/2026

: "The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails." ~ William Arthur Ward

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them to...
05/18/2026

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them today…

Did you know, according to reported estimates, losses from older adults as a result of elder financial abuse reached $27 billion annually.

Thinking about being your own boss? This article offers expert-backed tips to make the leap with confidence — from struc...
05/11/2026

Thinking about being your own boss? This article offers expert-backed tips to make the leap with confidence — from structuring your income to managing risk. Check it out…

Don't let your fear of failure, or not having thousands of dollars in the bank, stop you from becoming your own boss, says small-business expert Brian Moran.

Take a look at this financial guide to approaching retirement…
05/04/2026

Take a look at this financial guide to approaching retirement…

"Estimate how much you will need to spend each year during various stages of retirement," advises Ronald J. Paprocki, JD, CFP, CHBC.

Feeling early retirement creeping in and empty hours staring back at you? Learn how to beat boredom and build a purposef...
04/27/2026

Feeling early retirement creeping in and empty hours staring back at you? Learn how to beat boredom and build a purposeful retirement now.

What to do after early retirement? Here's how to avoid boredom and build a plan that gives your free time real purpose.

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your...
04/20/2026

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your first five years.

Starting a business is hard work. Follow these 16 essential tips to increase your odds for success over the first five years.

Address

540 Meadow Street Ext, Ste 108
Agawam, MA
01001

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14137851100

Website

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