Dempsey Financial Services
Investment Advisor Representative, Registered Representative
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. Founded in 1996, Dempsey Financial Services, Member of Velocity Advisors, primarily serves the Northeast Ohio area but also has clients around the country.
OVERVIEW OF SERVICES
- Services for Individuals
- We are committed to helping our clients improve and achieve their long-term financial success by providing quality programs, investment platforms, service, and investor education. Our moderate size allows for personalized servicing – our clients understand that they can call us anytime with questions or comments they may have.
- Services for Businesses, Churches and Non-Profit Organizations
- Dempsey Financial Services, Member of Velocity Advisors, specializes in working with small-medium sized businesses, Churches and Non-Profit Organizations in developing and delivering a retirement program that will best meet their needs whereby quality service and investments are provided in an economically efficient manner. This includes plan design, obtaining a plan document if necessary, investment funding, plus initial enrollment and ongoing employee education sessions.
- Employer Sponsored Education Programs
- Employee education and access to information is important to us and can contribute to the overall success of your self-directed retirement plan and compliance with ERISA Section 404(c). We at Dempsey Financial Services, Member of Velocity Advisors, are committed to providing you with an employee communication program designed to enhance the understanding and appreciation of your Plan by your employees .
HOW WE ARE COMPENSATED
Dempsey Financial Services, Member of Velocity Advisors, is able to offer its services in either a traditional (compensated directly by the investment company), advisory (based on the assets you have entrusted us to manage), or on a consulting basis (the time we spend with you) depending on each client's individual needs.
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!