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Bridging the Confidence Gap Saving for College 101 The Latte Lie and Other Myths Do you know how much risk is in your portfolio?

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Sound Financial Strategies For Today's Markets

In today’s economic environment, it’s important to find a financial advisor committed to helping you make sound decisions for your financial future. At Deer Valley Financial Services, our highly skilled advisors specialize in wealth management, estate planning, retirement planning, college planning and insurance services, to help you pursue your financial goals.

Contact us today, at no cost or obligation, to start the process of building the financial future you deserve.

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Your Road-Map To Endless Horizons

When it comes to financial planning, it’s not just business as usual. It’s personal. Our experienced advisors are dedicated to providing you with innovative, value-added financial solutions based on your specific needs and goals. Whether it’s saving for college or working toward retirement, you can count on our comprehensive approach and dependable service so you can spend more time enjoying the present and less time worrying about the future.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

- Robert Fogel

Estate Planning

Complete your Estate Plan in less than ninety minutes.

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Weekly Market Commentary

Your source for updated market and economic news.

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