Kathleen Greene's Contact Details

Kathleen Greene's Company Details

Delray Financial Group LLC

, , • 1 - 10 Employees
Financial Services

Delray Financial Group LLC is an independent regional boutique wealth management firm whose sole business is to serve its clients. With over 25 years of personalized, professional service experience, we are focused on servicing individual and institutional clients in their investment and banking needs.We provide our clients with the broadest possible access to the world's financial markets and investment products.At Delray Financial Group LLC, securities are offered through Kovack Securities, Inc., member FINRA/SIPC. Clients assets are held and securities are cleared through Pershing LLC, a Bank of New York Mellon company. Pershing is a leading global provider of financial business solutions with over $900 billion in assets held in custody, offering stability, scale, and institutional resources. By combining the personal touch of a small firm with access to some of the most sophisticated trading platforms, financial planning and investment solutions in the world, we are able to offer a level of advice and service that we expect and our clients deserve.Independence means access to all market participants and product providers without any conflict of interest. Our investment professionals have the freedom to focus solely on the financial goals of their clients. Instead of promoting company products, we take a custom approach to each client's portfolio, and we develop solid relationships by providing a higher level of personal service. As independent investment professionals, we design individually tailored investment plans and portfolios to help meet each client`s specific needs.At Delray Financial Group LLC, we are committed to providing a full range of personalized services for whatever your needs command.Check out our website for more information!