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PharmD Financial Planning LLC
125 28th St NE STE #2, Owatonna
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I have worked with Derek for the last 24 months and he is a consummate pro. Derek really cares for his clients and stays incredibly up-to-date on specialized financial strategies and tax planning. Highly recommend him for professionals who need a specialized financial advisor they can trust, rely on and have open lines of communication with. Highly recommend.
We had been following Derek's career for years & when we learned that he started Pharm D, we were quick to jump onboard. We appreciate the earnings but we also find value in his tax planning.
The bottom line is, we trust Derek's judgement.
This firm is a top notch operation with many high qualities. We decided to join Derek after a couple of informational meetings reviewing options for managing our retirement funds. Derek Delaney brought items to the table that were insightful and pertinent to my situation. This is a custom focused firm that tailors to individual needs. We are excited to work with Derek more and have a new outlook on what a financial advisor can bring to the table. Give Derek a call, it will be worth your time!