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About

About This Business

Dellelo Wealth Management provides financial services, including tax planning, investments, insurance, and comprehensive advice. The company assists clients by developing strategies to minimize taxes and maximize wealth. Dellelo Wealth Management offers holistic solutions by analyzing financial situations, ensuring a coordinated experience, and guiding clients through their journey toward financial independence. The business provides services to commercial customers.

BBB Accredited Since: 6/24/2014

Years in Business: 34

Business Details

BBB File Opened:
6/11/2014
Business Started:
6/11/1991
Business Incorporated:
7/27/2005
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Retirement Income Strategies, LLC
Orbis Strategic Wealth
Business Management:
Mr. Stephen Dellelo, President
Miss Cheryl Bush, Marketing Director
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Stephen Dellelo, President
Miss Cheryl Bush, Marketing Director
Customer Contacts
Miss Cheryl Bush, Marketing Director
Fax numbers
Primary Fax: (508) 796-2390
Additional Phone Numbers
Other Phone: (508) 819-0353
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
  • Check
Other Resources
Massachusetts Division of Insurance
1000 Washington Street
Boston MA 02118
Phone Number: 617-521-7794; 877-563-4467
https://www.mass.gov/orgs/division-of-insurance
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]

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