Frequently Asked Questions

How do I make an appointment?
Call the us at (508) 460-8889 or click on our email link.

Where are you located?
Our main office is located at 133 West Main Street, at the corner of West Main and Pleasant Streets in Marlborough, MA. Our office is upstairs in the St. Mary’s Credit Union building.

Do you accept walk-ins?
We strongly prefer to meet by appointment in order to provide the best possible service but will do our best to accommodate your immediate needs if you stop by unexpectedly.

Is there a fee to meet with Joe Delano?
There is no fee for an initial consultation. However, depending on which investment strategies we implement, there may be fees associated those investments or accounts. The fees and expenses will be disclosed in advance to allow you to fully understand your options.

What do I need to get started?
We will need to either set an appointment to meet or chat by phone so that we can begin the process of understanding your needs and goals. In preparation of a meeting it is helpful for you to gather any investment or retirement account statements and any other financial information that will help us understand your situation.

How are you different from a brokerage house or bank program?
We are beholden to only to our clients. We have no pressure to sell any products or services, or to push certain types of accounts, and our only allegiance is to our clients. Our mission is to nothing other than to help our clients work toward reaching their investment and retirement goals through education, advice, and dedicated service and support.