Lady Lake & The Villages
Florida

Chris Delzio

Investments, Retirement and Estate Planning

Palm trees in Florida

My name is Chris Delzio.

I am a Registered Representative with Lebenthal Financial Services, Inc. and have been in this one and only field since 1976. The range of services I provide are: Active Asset Management, Retirement Services & Estate Planning.

I am a past member of the NYFE and PHLX, working as an Independent Floor Trader. My experiences also include being a stockbroker for Merrill Lynch and Paine Webber. I believe it is essential to work with someone who has seen just about everything there is to see in the world of investing. 

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Chris Delzio Investments Retirement Estate Planning

What I Provide

Investment Principles

Much like a doctor meeting a new patient, in discussions with a potential client, I will create a profile of their financial condition and discuss the best course of action. This will include risk tolerance and asset allocation.

Services

An expansive set of services and expert understanding of the markets, including Traditional and Roth IRAs, Corporate Retirement Plans, IRA and 401k Rollovers, and more. Get the full list here.

Investment Vehicles

Once a complete profile has been assessed, a suitable portfolio will be created. Investments may include stocks, bonds, mutual funds, variable annuities and life insurance.

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Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.
The late Sir John Templeton
Franklin Templeton Funds
Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.
George Soros
Investor and Philanthropist
It's only when the tide goes out that you discover who's been swimming naked.
Warren Buffett
Business Magnate, Investor
There are 3 ways a smart man can go broke - liquor, ladies and leverage.
Charlie Munger
Partner to Warren Buffett

Contact Chris

I can answer your questions.

Whether you’re wondering about certain markets, have questions about your retirement fund, or are interested in investing with Lebenthal Financial Services, Inc., I’m here to help.

Get in touch with me, Chris Delzio, and start investing today.


MEMBER FINRA/SIPC

Securities offered through Lebenthal Financial Services, Inc.
Jericho Atrium, Jericho, NY 11753
(516) 349-5555

Local Contact: (352) 775-8777

The content is developed from sources believed to be providing accurate information. This website is made available as a service to our clients and others for informational purposes only. The information in this material should not be considered as, or a substitute for legal or financial advice. Please consult legal or a financial professional for specific information regarding your individual situation. Information herein does not constitute a solicitation or offer to buy or sell securities products or to participate in any particular trading strategy. By activating a third party hyperlink, you will leave our website. Neither Chris Delzio nor Lebenthal Financial Services, Inc. are responsible for the validity, completeness or accuracy of any information provided on these sites. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.

Securities offered through Lebenthal Financial Services, Inc. Member FINRA/SIPC. BrokerCheck Access
Jericho Atrium, Jericho, NY 11753. (516) 349-5555

Investments & insurance products are not FDIC insured; not guaranteed by any bank and investments are subject to investment risk including the possible loss of principal amount invested and returns are not guaranteed.