Deliso Financial and Insurance Services
- Company typePrivate
- Founded1995
- HeadquartersAgawam, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Deliso Financial and Insurance Services firmographics
Firmographics- Name
- Deliso Financial and Insurance Services
- Legal name
- Deliso Financial and Insurance Services
- Website
- https://delisofinancialservices.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Deliso Financial and Insurance Services industry classification
Industry- Product category
- Financial Advisory and Insurance Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Annuities & Investment-Linked Insurance Solutions (Retail) (FSAAAAAM)
Keywords
Where Deliso Financial and Insurance Services is headquartered
LocationHeadquarters
- HQ city
- Agawam
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Deliso Financial and Insurance Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Insurance Product Commissions: Jean M. Deliso, as a licensed insurance agent, earns commissions on life insurance, fixed annuities, long-term care insurance, and disability income insurance products sold through New York Life Insurance Company and other carriers via Ash Brokerage.
- Securities Products & Services: As a Registered Representative of NYLIFE Securities LLC (Member FINRA/SIPC), the firm earns commissions and fees on securities products. Investment advisory services are offered through Eagle Strategies LLC as a fee-based financial adviser.
- Fee-Based Financial Planning: Through Eagle Strategies LLC, Jean Deliso provides fee-based financial planning, investment advisory services, and access to investment management programs on a fee basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based financial planning (Eagle Strategies) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Deliso Financial and Insurance Services product offering
Product offeringCore offering
Deliso Financial and Insurance Services is an independent financial advisory practice delivering integrated financial planning, insurance, and wealth management to individuals, families, and business owners. Services span protection planning, retirement planning, investment advisory through Eagle Strategies LLC, estate and charitable giving strategies, business succession planning through The Nautilus Group, and tax planning. Insurance products (life, long-term care, fixed annuities, disability income) are offered through New York Life Insurance Company and Ash Brokerage.
Product overview
Deliso Financial and Insurance Services operates as a comprehensive financial advisory firm offering integrated financial planning and insurance services. The core offering is the unified financial advisory service that encompasses protection planning, retirement planning, investment advisory through Eagle Strategies, estate and charitable giving strategies, and business succession planning through The Nautilus Group. Supporting service modules include Income Tax Strategies (individual and business tax planning), Life Plan Strategies for Your Business (six-step business exit planning), and Lifetime of Hope special needs planning. Insurance products including life insurance, long-term care insurance, and annuities are delivered through affiliations with New York Life Insurance Company and Ash Brokerage. All services are coordinated through a team-based approach with Jean M. Deliso CFP® serving as the primary advisor, supported by customer service specialists and agent assistants.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services
Quantifiable outcome
- New York Life Chairman's Council member — top 3% of 12,000+ licensed agents
- +3 more outcomes
Companies that use Deliso Financial and Insurance Services
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Deliso Financial and Insurance Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Deliso Financial and Insurance Services partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and supporting.
- New York Life Insurance CompanycoreNew York Life Insurance Company is the primary insurance carrier affiliation. Deliso Financial is an independent agency aligned with New York Life, which provides life insurance, fixed annuities, and long-term care insurance. New York Life holds the highest financial strength ratings from all four major rating agencies (A.M. Best A++, Fitch AAA, Moody's Aaa, S&P AA+).
- The Nautilus Group®coreThe Nautilus Group® is an exclusive advanced planning resource accessible to Member Agents. It provides consultative services in estate conservation, business continuation, charitable giving, and advanced insurance case design. Jean Deliso is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, providing access to specialists in taxes, estate law, life insurance, accounting, and charitable giving.
- Eagle Strategies LLCcoreEagle Strategies LLC is a registered investment adviser and wholly-owned subsidiary of New York Life, headquartered in New York City. Through Eagle Strategies, Jean M. Deliso provides fee-based financial planning, investment advisory services, and access to investment management programs. It is registered with the SEC as an investment adviser.
- Ash BrokeragesupportingAsh Brokerage is an unaffiliated, privately owned, family-operated insurance brokerage general agency. It provides Deliso Financial with a range of life insurance, long-term care, disability income insurance, and annuity products not available through New York Life or its subsidiaries. Available to Nautilus members only.
- NYLIFE Securities LLCcoreNYLIFE Securities LLC is a Licensed Insurance Agency and wholly-owned subsidiary of New York Life Insurance Company, Member FINRA/SIPC. Jean M. Deliso is a Registered Representative offering securities products and services through NYLIFE Securities LLC, which is headquartered at the same Agawam, MA address as Deliso Financial.
- Third-Party Professional Advisors (Attorneys, Accountants, Trust Officers)supportingDeliso Financial and Insurance Services works collaboratively with attorneys, accountants, trust officers, and other financial advisors to serve client needs comprehensively. This team approach is positioned as a key differentiator, ensuring clients receive integrated advice from multiple professional disciplines.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Deliso Financial and Insurance Services competitors and assessment
Company assessmentDirect peers
- Edward Jones: Operates single-advisor branch offices providing investment advisory, retirement planning, and insurance products. Comparable as a relationship-based, field-advisor model serving mass-affluent and HNW clients in regional geographies.
- Northwestern Mutual: Operates a career financial advisor system combining insurance (life, disability, long-term care) with wealth management and financial planning. Highly comparable to Deliso's integrated advisory + insurance model anchored by a single top-tier carrier relationship.
- MassMutual: Mutual insurer with a career agent system offering life insurance, retirement income, and investment advisory. Comparable as another carrier-affiliated advisor practice model delivering insurance plus fee-based planning through affiliated entities.
- Ameriprise Financial: Independent advisor franchise model offering comprehensive financial planning and insurance. Comparable to Deliso's integrated planning approach, multi-state field force structure, and broad product shelf including retirement and estate planning.
- Cetera Financial Group: Independent broker-dealer and RIA network supporting independent financial advisors. Comparable as the type of platform that hosts relationship-based practices offering insurance, securities, and fee-based advisory.
- Commonwealth Financial Network: Independent broker-dealer/RIA supporting relationship-based financial advisors with comprehensive planning practices. Comparable in business model — independent advisors offering insurance, investment advisory, and financial planning to HNW clients.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors. Comparable as the platform alternative to a captive carrier model — providing open-architecture product access for solo or small practices.
- Cambridge Investment Research: Independent broker-dealer supporting financial advisors with insurance, securities, and RIA capabilities. Comparable as an independent practice platform for relationship-based advisors offering integrated planning and insurance solutions.
Broad incumbents
- New York Life Insurance Company: The parent carrier and primary affiliation for Deliso Financial. Comparable as the institutional umbrella — its highest-rated insurance products, NYLIFE Securities, Eagle Strategies RIA, and Nautilus Group all directly power the subject firm's offering.
- Lincoln Financial Group: Insurance and wealth management company combining life insurance, annuities, and RIA services. Comparable broad-incumbent with an integrated insurance-plus-advisory distribution model targeting HNW individuals and business owners.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Deliso Financial and Insurance Services social profiles
Digital presenceDeliso Financial and Insurance Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Deliso Financial and Insurance Services leadership team
Management profileNumber of profiles
Profiles3 records
Deliso Financial and Insurance Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Deliso Financial and Insurance Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Deliso Financial and Insurance Services
What does Deliso Financial and Insurance Services do?
Deliso Financial and Insurance Services is an independent financial advisory practice delivering integrated financial planning, insurance, and wealth management to individuals, families, and business owners. Services span protection planning, retirement planning, investment advisory through Eagle Strategies LLC, estate and charitable giving strategies, business succession planning through The Nautilus Group, and tax planning. Insurance products (life, long-term care, fixed annuities, disability income) are offered through New York Life Insurance Company and Ash Brokerage.
Is Deliso Financial and Insurance Services a public or private company?
Deliso Financial and Insurance Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Deliso Financial and Insurance Services founded?
Deliso Financial and Insurance Services was founded in 1995. It employs 1 to 10 people.
Where is Deliso Financial and Insurance Services based?
Deliso Financial and Insurance Services is headquartered in Agawam, United States, in the North America region.
How does Deliso Financial and Insurance Services make money?
Three revenue lines are on record. Insurance Product Commissions are the primary driver. The others are securities Products & Services and fee-Based Financial Planning.
Who are Deliso Financial and Insurance Services's main competitors?
Direct peers on record are Edward Jones, Northwestern Mutual, MassMutual, Ameriprise Financial, Cetera Financial Group, Commonwealth Financial Network, LPL Financial and Cambridge Investment Research. Broad incumbents are New York Life Insurance Company and Lincoln Financial Group.
Does Deliso Financial and Insurance Services have an API?
No public API is recorded for Deliso Financial and Insurance Services.
What industry is Deliso Financial and Insurance Services in?
Deliso Financial and Insurance Services's product category is Financial Advisory and Insurance Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 5242 and its SIC code is 6411.