"We get to know our advisors and their clients on a personal level, and because of this intimate knowledge,
we are able to confidently make proactive recommendations."
- Barbara Denmark, Senior Pension Administration
At Delaware Valley Retirement, we believe it’s important for us to think of our clients as more than just a number. We feel it
is beneficial to everyone involved that we really know our clients, their leadership, their personal and professional objectives,
and the specifics of their plan. There are two reasons for this belief.
1) We all work harder to help people we know and care about.
2) The better we know our clients, the more confident we can be in our recommendations based on changes in either
the client’s organization or tax laws and regulations.