Financial Advisors Offer Consultation & Lunch At Area Restaurant

March 6, 2012 - PRLog -- Clifton Park, NY (March 6, 2012) - Financial Planners from DLG Wealth Management, an Investment Advisory Firm, are offering a complimentary consultation and lunch for prospective investors. Consultations offered by Certified Financial Planner®, Manuel Choy, and Financial Advisor, Tonia Kelley. Advisors will offer lunch at Angelo’s Prime Bar & Grille in The Hilton Garden Inn at 30 Clifton Country Rd., Clifton Park, NY.

Manuel Choy is a Certified Financial Planner®, with MBA at DLG Wealth Management. Choy manages client portfolios, customizing each client’s portfolio based upon their goals, objectives and the risks associated with current market conditions. To discuss current or future investments, he can be reached at 518-348-0060 Ext. 258.

Tonia Kelley is a Certified Divorce Financial Analyst and Financial Advisor at DLG Wealth Management. Kelley helps her clients plan for a financially equitable divorce settlement. She provides clients with advice and information on financial issues related to divorce such as; tax consequences, selling the marital home, pension and 401K plans and forecasting settlement options. To schedule a consultation, she can be reach at 348-0060 Ext. 262.