DSI representatives listen first, analyze your needs, prioritize objectives and finally recommend various strategies and invest-ment vehicles that are most appropriate for your individual needs.

The DSI entities were created in an effort to provide comprehensive financial services to the investing public.

We seek the finest people in the financial services industry all of whom have extensive professional backgrounds in money management and financial planning.

Exceptional service and communication; in conjunction with unbiased and honest advice is what we aspire to each day.

View our Client Bill of Rights




6700 E. Pacific Coast Highway, Suite 150
Long Beach, CA 90803



17822 E. 17th Street, Suite 104
Santa Ana, CA 92705





1000 Lakes Drive, Suite 420
West Covina, CA 91790







2906 West Main Street
Visalia, CA 93291





61979 Bronco Lane #A
Bend, OR 97702