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Could Your Money Work Harder For You?

Dempsey Financial Services LLC, Member of Velocity Advisors, specializes in helping individuals, small and medium-sized businesses, as well as Churches and non-profit organizations with retirement programs, investment strategies and planning. Our customized solutions and unique level of personalized servicing along with our vast pool of resources, alliances, and network of professionals allows us to offer and deliver to you a quality investment and/or retirement plan.

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From One Professional to Another / Let’s Work Together

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (330) 908-1087. We would welcome an opportunity to share how Dempsey Financial Services, Member of Velocity Advisors, can partner with you regarding your financial success!

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Women

Understanding your unique needs

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Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry individuals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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