We'd like to thank you for stopping by DJS Financial. For 20 years, we've been in the business of putting people's minds at ease when it comes to their money. We think we've got the best jobs in the world. We help people work toward the goals they cherish-and we love doing it.
Every day, there's yet another reward that keeps us coming back to work enthusiastically-seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them, hearing from them that they can sleep easier because they're not worrying so much about the future, or receiving postcards from clients who are on their dream vacations and just wanted to say "hi."
Every day, there's yet another reward that keeps us coming back to work enthusiastically-seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them, hearing from them that they can sleep easier because they're not worrying so much about the future, or receiving postcards from clients who are on their dream vacations and just wanted to say "hi."
Services
More than 20 years ago, DJS Financial was founded on the premise that, by providing insightful financial advice and developing long-term personal relationships, both the client and the firm would be successful. Over the years, the firm has grown in both size and scope, but the core values that were in place with the first client continue today-create long-term partnerships that pursue a course of action that always puts the client first.
As the founder and president of DJS Financial, David is responsible for integrating various disciplines, such as financial planning and client portfolio management, into a cohesive strategy for our clients. Being in practice for more than 20 years has afforded David the experience required to navigate the difficulties and complexities of today's financial world for our clients.
In an atmosphere of confidentiality, we serve the needs of more than 250 families. We develop partnerships with clients to identify their goals, and we apply innovative approaches to help them pursue those goals. At DJS Financial, you can expect a unique blend of professional and personable service.
Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
Reviews
Be the first to review Smith David J.
Write a Review
