Our Firm

Paul L. DeLisio, CLU, is a recipient of the Chartered Financial Consultant designation. He is a Life and Qualifying Member of International Million Dollar Round Table, achieving Court of the Table in 1988, 1989 and 2006. He is a recipient of the National Sales Achievement Award and the National Quality Award forĀ 26 and 36 years, respectively. He is member of the Hudson Vallley Chapter of the Society of Financial Professionals, Capital District IAFP, Captital District ICFP, Ulster County Life Underwriters, Ulster County Chamber of Commerce, Hudson Valley Estate Planning Counsel and Kingston Kiwanis. In addition, Paul has been active in Civic Affairs and a community leader for the pastĀ 40 years in Woodstock and Ulster County, New York.