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Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Diapoules, Feinstein & Kaplan Financial Group

We the members of The Diapoules, Feinstein & Kaplan Financial Group, (DFK Financial Group), realize your goals and dreams are unique to you, requiring individual attention and guidance. Working as a team we will help you assess your financial dreams and aspirations, and help identify and prioritize your short and long-term goals. We are here to provide you with the necessary information you need to make important decisions and address the most intricate of financial concerns.

With your goals in mind, we can help you meet your personal and family needs for asset accumulation, distribution and protection.  If your objectives are providing meaningful, cost-effective benefits for employees and key executives and optimizing tax advantages, we offer an expansive array of innovative services.

DFK FINANCIAL takes a hands-on approach, working together with our clients to prepare a plan that considers their own special needs, goals, time frame and risk tolerance. The combined experience of our members and their knowledge of a wide-range of products and services allow us the unique ability to provide top-quality financial strategies to enhance, protect and preserve client wealth.

Our commitment to you is demonstrated by DFK’s absolute dedication to their clients, community and profession. Because you have a lifetime of financial goals and objectives, we concentrate on building long-term relationships. You can count on The DFK Financial Group to be at your side guiding you toward your objectives each step of the way.

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Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.