Jon Termonia
Financial Advisor at Diamond State Financial Group
Based in Wilmington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Wilmington
Industry
Financial Services
Company size
88
Contact information
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j•••••••@dsfg.com
Phone
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Background
About Jon Termonia
Working as the Director of the Client Relations Dept, he manages a team of advisors to help the firm’s clients with Annual Reviews and account services. He also deals with helping recently graduated engineers to focus on creating effective asset accumulation and wealth disbursement strategies. The main areas engineers need help working on is navigating through the challenging tax and estate hurdles while applying strategies to help reach their financial objectives. Most importantly, he prides his practice on building long term relationships with clients while maintaining exceptional client service.
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