JDL SECURITIES

To maintain its objectivity, JDL is by choice an independent firm with absolutely no in-house products to market. The company's sole interest is to assist clients in finding the best prescription to achieve their financial objectives. The firm strongly emphasizes keeping clients satisfied and growing its business through long-term client loyalty and referrals... JDL provides highly personalized service, specializing in individual and small business owners/investors with a team-effort approach. We work closely with the client's accountant and attorney so that a consensus of qualified counsel can be achieved. Regular portfolio and client reviews are another important part of the firm's ongoing services... JDL clients take full advantage of the firm's extensive experience in investment analysis and due diligence for products. Additionally, JDL brings its clients solid expertise in the selection of financial and investment advisory management.

Also known as: JDL Securities Corporation

Primary location: Newport Beach United States