- Deliso Financial & Insurance Services
540 Meadow St Ext
#108 Agawam, Massachusetts 01001
- (413) 785-1100
Jean M Deliso, CFP® is President/Owner of Deliso Financial and Insurance Services, a firm focusing in comprehensive financial strategies that help position clients for a solid financial future.
Her extensive experience has led to a focus in certain fields, such as cash management, risk management, investment planning and financial preparation for retirement as well as times of transition such as divorce or widowhood.
Jean is committed to educating individuals about their finances and frequently conducts workshops for women advocating financial empowerment.
Jean has been working in the financial field for thirty years; her first seven in public accounting and the balance working in the financial services industry. She is a graduate of Bentley College.
Jean has been a member of New York Life Chairman’s Council since 2012 and a Qualifying Member of the Million Dollar Round Table* since 1999. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.
Jean is married, has two sons, and lives in Longmeadow, MA. She is an avid golfer and also enjoys sailing.
- Finance & Insurance