Wealth Management of Delaware Valley, LLC
Wealth Management of Delaware Valley, LLC

Contact Us

Wealth Management of Delaware Valley LLC

 

206 Delaware Street

Suite 3

New Castle, DE 19720

 

Phone

302 357-5122  office

267-879-4943  cell

 

Fax

302-778-7832

 

Email

celiapanzer@weatlthdelvalley.com

 

You can also use our secure contact form.

 

Chat

You can check for our live chat or leave a message---see the chat box on the right!

Our business hours

Monday - Friday09:00 AM - 05:00 PM
Weekends and Evenings by Appointment. We can reached outside hours at 302.357.5122/DE or 267.879.4943/PA.

Call celia.wealthdelvalley.co from your phone!

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             New White Paper

LifeMark CEO Vincent Micciche's breakthrough paper regarding Annuities is a must-read for investors considering these investment vehicles!  Feel free to download the paper below!

Annuities:  A Fair and Balanced View

 

 

Table of Contents
Introduction............................................................................................................3
What Are Annuities?............................................................................................. 4
How Do They Work ............................................................................................. 4
Common Living Benefit Riders in Variable Annuities .......................................... 5
Types of Annuities and Specific Features ........................................................... 6
Fixed Annuities .................................................................................................... 6
Market Value Adjusted (MVA) Annuities ............................................................... 6
Variable Annuities................................................................................................. 6
Indexed Annuities ................................................................................................ 7
Common Fees and Expenses in Annuities ........................................................ 7
Why Would Anyone Buy One ............................................................................. 8
A Few Interesting Tax Facts .............................................................................. 10
Disadvantages to Annuities That Can Make Them Unsuitable ..........................11
Annuities Are a Unique Solution ........................................................................ 11

 

Annuities--A Fair and Balanced View
Feel free to share the paper! The work is copyrighted, so please attribute the work to LifeMark CEO Vincent Micciche.
Annuities - A Fair and Balanced View.pdf
Adobe Acrobat document [884.7 KB]
Registered Representative/LifeMark Securities Corp.

400 West Metro Park

Rochester, NY 14623

585 424-5672

FAX  585 272-7170

Member FINRA /SIPC

Wealth Management of Delaware Valley is not affiliated with LifeMark Securities

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