Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Tax management 
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 We at the Day Financial Group, value our client relationships.

We believe in helping clients to take appropriate action once a mutual bond of trust has been established and their confidence is supported by knowledge and understanding. Our years of experience supported by honesty and integrity have proven this to be a successful formula.

We are driven by the desire to give accurate and timely advice to enhance a client's view of the 'big picture'.

Retirement and Estate Planning Services

• Investment Advisory Services
• Asset Allocation Models and Strategies
• Stocks, Bonds, Mutual Funds, IRA's, Annuities

We take pride in our ability and understanding for solving the needs; growing and protecting the assets; and fulfilling the objectives for a successful financial future for our clientele.