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Firm's CRS

A Retirement Planning and Investment Management Firm

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management, LLC, a Securities and Exchange Commission Registered Investment Advisory Firm. Securities and Exchange Commission registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of New York or Texas, or where otherwise legally permitted.

Del-Sette Capital management is not a law firm and does not provide legal advice. See Full Disclosure.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright © Del-Sette Capital Management. All rights reserved.
Del-Sette Capital Management LLC
1332 Union St, Schenectady, NY 12308 | Tel. (518) 793-3851
Del-Sette Capital Management is a Registered Investment Advisor.

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