FINANCIAL ADVISOR

Plan now, play later. Stay two steps ahead of life with our investment options. Members of Kaiperm Diablo Federal Credit Union have access to additional products and services through Kaiperm Financial Group. Tony Delumen can help with a variety of financial strategies including:

  • Financial Products: Insurance, cash-flow and budgeting solutions.
  • Retirement Products and Strategies: IRAs, annuities, needs analysis and more.
  • Insurance Products: Life, Long Term Care, Disability
  • Investment Products: Mutual Funds, trusts and annuities.
  • Estate Planning: Tax reduction, charitable giving, and probate strategies.
  • Tuition Funding Strategies

 

 
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Tony Delumen is licensed in the following states: Al, AZ, CA, FL, GA, HI, IA, IL, IN, MA, MI, MT, NC, NE, NM, NV, OH, OR, PA, TN, TX, VA, WA, WI, WV. Tony Delumen is registered to offer securities in the following states: AL, AZ, CA, CO, FL, GA, HI, IA, IL, MA, MN, MT, NC, NE, NH, NM, NV, OH, OR, PA, RI, TX, UT, VA, VT, WA, WI, WV. CA Insurance License # 0D47382.

Not a bank or credit union deposit obligation. Not FDIC or NCUA insured. Not insured by ay federal government agency. Not guaranteed by any bank or credit union. May go down in value.

Tony Delumen is a qualified registered representatives of and offers securities, investment and financial advisory services through MML Investors Services, LLC, Member of SIPC (www.sipc.org). Supervisory office: 3003 Oak Road, Suite 250 Walnut Creek, CA 94597. 925-979-2300. Kaiperm Diablo Federal Credit Union and Kaiperm Financial Group are not a subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRNxxxxxx-xxxxxx