BORN IN DETROIT
RAISED IN MICHIGAN
SERVING CLIENTS NATIONWIDE
Tracing our lineage close to 3 decades, DFLT Advisors is home to some of the most experienced Financial Professionals in Metro Detroit. As our clients have grown, evolved, and achieved success, so have we. Today we bring our core values of choice, flexibility & independence along with our Motown work ethic and sensibility to over 900 clients in 20+ states and counting.*
Everyone needs guidance from time to time. Am I ready to retire? What is the best way to leave a legacy for my family? These are are just a couple of the financial questions we answer for our clients on a daily basis.
Sound advice is only part of your recipe for success. You need effective implementation and professionals to orchestrate and monitor your strategy. You need adjustments to your gameplan to help keep you on track.
We are your champion. We are your advocate. We look out for your best interests today and more importantly are a champion for the well being of the future you. It is our commitment to help you avoid financial mistakes.
We meet the unique goals of each of our clients by tailor making our approach to their individual needs. We view each client relationship as a long term journey where developing a personalized strategy is just the beginning. Along this journey, we provide ongoing financial counsel, coach you for success, and are a champion for your well being. We work hard every day on our mission to help you meet your goals.
MEET OUR FOUNDERS
Built upon a foundation of service, ethics and professional responsibility, our Founding Partners have over 70 years of combined experience helping clients achieve their financial goals. It's this experience along with our network of trusted external tax, legal and real estate professionals that helps us deliver innovative and comprehensive financial solutions.
ALIGNED WITH AN INDUSTRY LEADER
DFLT Advisors is partnered with Cambridge Investment Group, Inc, a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Among the most respected firms in the industry, Cambridge is a 12-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine** and is ranked among the top 10 independent broker-dealers by revenue.***
To learn more about the background of Cambridge and the Financial Professionals at DFLT Advisors, visit
*Source Albridge Branch Report for Dooley, Frattini, LaRocca, Taegel & Associates, LLC as of 9/30/2019
**Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge
received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2017 Division IV category. A
broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots.
These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and
concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of
the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating
advisors surveyed in June of the 10 years listed. Your experience may vary. Visit thinkadvisor.com.
***Financial Planning magazine, June “FP50”, 2012-2017
Dooley, Frattini, LaRocca, Taegel & Associates, LLC
39600 Garfield Rd. Ste E
Clinton Township, MI 48038
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Dooley, Frattini, LaRocca, Taegel & Associates, LLC and Cambridge are not affiliated.
This communication is strictly intended for residents of AL, CA, CO, FL, GA, HI, IL, MD, MI, MN, MS, MO, NY, NC, OH, OK, OR, SC, TN, TX, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge does not offer tax or legal advice.
Dooley, Frattini, LaRocca, Taegel and Associates, LLC does not offer tax or legal advice.
Copyright ©️ 2019 Michael J. Taegel & James M. Taegel