Delta Financial Service

Building Your Financial Future, Together

Delta Financial Services is a team of experienced professionals dedicated to helping individuals and businesses plan for a secure future. With a focus on personalized solutions and building lasting relationships, we work alongside you to understand your unique needs and goals.

Who We Are

Our team is comprised of seasoned professionals with backgrounds in law, accounting, and finance. Led by David Tao, a seasoned industry leader with extensive experience at major insurance companies, we are committed to leveraging our expertise to offer comprehensive and customized financial solutions. We are also proud to have Dr. Jin Wang, a highly skilled financial advisor with deep technical knowledge, and Coco Wan, an experienced estate planning specialist, among our ranks.

What We Do

We offer a comprehensive range of services tailored to your specific needs, including:

For Individuals

• Retirement planning and investment strategies
• Life insurance and annuity solutions
• Wealth management and estate planning
• Business continuity and risk management

For Businesses

• Defined Benefit Plan consulting
• Executive compensation planning
• Employee retention and reward programs
• Business succession and continuity planning

Areas of Expertise

• Pension planning
• Disability income protection
• Retirement funding
• College education funding
• Financial security planning
• Wealth transfer and estate planning
• Premium finance insurance solutions
• Private placement insurance solutions

What Sets Us Apart

• Personalized Solutions: We take the time to understand your individual needs and goals to develop a customized plan that aligns perfectly with your aspirations.
• Industry Expertise: Our team has extensive experience working with a diverse clientele, allowing us to offer tailored solutions to meet a variety of situations.
• Comprehensive Services: We provide a wide array of services under one roof, eliminating the need for you to navigate multiple providers.
• Accessible and Responsive: We are dedicated to clear communication and prompt response, ensuring your needs are addressed efficiently.

Where We Serve

Our offices are strategically located across the United States, allowing us to serve clients in Houston, Los Angeles, San Jose, Washington DC, and New York / New Jersey. We are committed to providing personalized attention and accessible services to clients across the nation.