Jeff DeLone 610-356-1253
Jeff DeLone is a financial advisor offering clients comprehensive financial services through FSC Securities Corporation. Jeff utilizes a unique strategy called financial engineering to enable clients to create
and preserve their wealth. Through individual and group consultations, Jeffrey aims to assess, improve and maintain each client's financial success. Jeff has over twenty-five years of experience in the financial services industry. He has spent the last
six years working as an independent advisor working with small businesses, professionals, and executives.
Jeff customizes a financial plan that is designed to meet the financial goals of each client and their family. Velocity Concepts strives not only to build long-term financial security, we also aim to create
long lasting relationships with each client in order to better understand their needs and exceed expectations.
Jeff graduated from the University of Pennsylvania in 1978 where he studied European History and Economics.
Jeff gained his professional training at Cigna Financial Services from 10/87 to 9/92 where he was trained in fee based financial planning, gaining expertise in income tax planning,
investment planning, estate planning and fringe benefits. This fee based service was offered to small business owners, professionals and executives.
From 1992 to 2003 Jeff worked with Mony Financial Group where he qualified for President's Council and was awarded The Highest Persistency Award, which recognized his achievement
of over 98% client retention.
From 2003-2006 Jeff moved to Independence Planning Group where he trained and managed a team of financial advisors in financial engineering.
Jeff is an investment advisor representative and is certified in financial engineering. He is affiliated with FSC Securities Corporation, a member of FINRA/SIPC and a Registered
James J. Mammarella Jr. 484-234-0580
Jim has a finance and economic background from Widener University. He is a Certified Financial Planner and Investment Advisor Representative. Jim has over twenty years of experience in the financial industry. With his extensive
background in financial planning he utilizes a unique process to help his clients minimize risk, increase wealth and increase the protection of their assets.
Jim is licensed through FSC Securities Corporation, a member of FINRA/SIPC and a Registered Investment Advisor.