Products & Services

We provide assistance in the following areas:

• Individual securities
  
• Exchange Traded Funds (ETFs)
  
• Mutual Funds

• Municipal Bonds
  
• Corporate Bonds
  
• Short term paper
  
• Money Markets
  
• CDs
  

• Variable Annuities
  
• Fixed Annuities
  
• Life Insurance
  
• Long Term Care Insurance
  

• Other Private and Alternative Offerings
  
• Structured Notes
  

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