McDermott Advisory Group
McDermott Advisory Group
3520 Silverside Road, Suite 25
Wilmington, DE 19810
3520 Silverside Road, Suite 25
Wilmington, DE 19810
Category: Financial Advisors
Financial advisor
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Interview Q&A
What is your primary product or service?
At McDermott Advisory Group, LLC we offer expertise in the key areas of Wealth Advisory Services. This includes Investment Management, Retirement Planning, Income Tax Organization and Planning, Estate Planning, Asset Protection and Insurance and Cash Flow Analysis.
How do you differentiate yourself from other businesses in your category and area?
We differ from most of our competitors in several ways. We like to distinguish ourselves not by what we do but how we do it. First, we are an independent locally owned and operated firm. We do not have any captive products or receive special incentives to invest with any particular company, mutual fund or product. Another way we differ from our competition is that we create customized solutions for our clients. We understand that each of our clients are unique and that their personal and financial circumstances direct the plan and its recommendations. In addition, we work as a team for our clients, providing personal attention every step of the way. We are always eager to work with a client’s existing consultants to recommend strategies that address our client’s needs. Finally, we realize that situations change. That is why we have the flexibility to provide a wide variety of investment management solutions and offerings which can be tailored to each client’s needs, but we are constantly on the lookout for new investment strategies. Also, as part of our ongoing monitoring process, we update our client’s financial plans to ensure that changes to their personal and financial life are being addressed.
What are your hours of operation?
Monday - Friday, 8:30-4:30 pm.
At McDermott Advisory Group, LLC we offer expertise in the key areas of Wealth Advisory Services. This includes Investment Management, Retirement Planning, Income Tax Organization and Planning, Estate Planning, Asset Protection and Insurance and Cash Flow Analysis.
How do you differentiate yourself from other businesses in your category and area?
We differ from most of our competitors in several ways. We like to distinguish ourselves not by what we do but how we do it. First, we are an independent locally owned and operated firm. We do not have any captive products or receive special incentives to invest with any particular company, mutual fund or product. Another way we differ from our competition is that we create customized solutions for our clients. We understand that each of our clients are unique and that their personal and financial circumstances direct the plan and its recommendations. In addition, we work as a team for our clients, providing personal attention every step of the way. We are always eager to work with a client’s existing consultants to recommend strategies that address our client’s needs. Finally, we realize that situations change. That is why we have the flexibility to provide a wide variety of investment management solutions and offerings which can be tailored to each client’s needs, but we are constantly on the lookout for new investment strategies. Also, as part of our ongoing monitoring process, we update our client’s financial plans to ensure that changes to their personal and financial life are being addressed.
What are your hours of operation?
Monday - Friday, 8:30-4:30 pm.
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