Products & Services
We provide assistance in the following areas:
Stocks & Options
- Individual securities
- Exchange Traded Funds (ETFs)
- Mutual Funds
Fixed Income & Cash Management
- Municipal Bonds
- Corporate Bonds
- Short term paper
- Money Markets
- CDs
Variable Annuities & Insurance
- Variable Annuities
- Fixed Annuities
- Life Insurance
- Long Term Care Insurance
Alternative Investments
- Other Private and Alternative Offerings
- Structured Notes
Working with Burpee Del Simone LLC
Products & Services are offered through the following business entities:
- Burpee Del Simone Capital Markets LLC (BDSCM)
- FINRA Registered Broker Dealer Firm
- Firm Fee Table BDSCM Customer Relationship Summary
- Burpee Del Simone Insurance Services LLC (BDSIA)
- State licensed insurance agency
- Burpee Del Simone Wealth Management LLC (BDSWM)
- State registered investment advisory firm.
- Fee based investment management services.
- The following documents apply only to fee-based accounts.
- Disclosure Document BDSWM Firm ADV Brochure
- Firm Fee Table BDSWM Customer Relationship Summary
- State registered investment advisory firm.