DVC Financial Services

DVC Financial Services

Whether you are a veteran of success or are just starting to manage your portfolio, DVC Financial Services can help you achieve your goals.

Donald V. Cericola, Jr. is the founder and principal of DVC Financial Services. Born and raised in the Philadelphia area, Don received his BS in Accounting from Temple University. He has been a registered representative and investment advisory representative of MML Investors Services, LLC (MMLIS) since 1994 when he started his practice. Don is also a licensed CPA but does not practice on behalf of MMLIS. Don currently resides in Warrington, PA, with his wife Ellen, where they raised their two now-grown children. Professionally and socially, Don is a member of the National Association of Insurance and Financial Advisors (NAIFA), National Society of Tax Professionals (NSTP), American Association of Individual Investors (AAII), Doylestown Chapter of Business Network International (BNI), and Knights of Columbus. Dons professional mission is to be recognized as a leader and major provider of expertise in the fields of financial services, planning, and implementation, as well as quality financial products for individuals and small businesses. With extensive knowledge in these areas, Don has a true passion for helping others manage and grow their portfolios. While helping to navigate through lifes various stages and transitions, Don is dedicated to meeting each clients individual needs regarding various financial matters. Disclosures: www.dvcfinancialservices.com/licenses

hsl-pnw-downloadable-files.s3.amazonaws.com

Check out this article on how epidemics effect stock market performance

hsl-pnw-downloadable-files.s3.amazonaws.com

Experience... experience. #motivationalmonday

fa-mag.com

Pandemic Makes Clients Fearful For Retirement Savings, Seeking Trades, Advisors Say

Pandemic Has Clients Fretting Over Retirement Savings, Advisors Say

fa-mag.com Advisors say they've seen a spike in the number of clients asking for changes in their retirement accounts.

Confused by the recent CARES Act and how it might affect your personal or business finances? Let us try and clarify #CARESAct #BrixBites

Confused by the recent CARES Act and how it might affect your personal or business finances? Let us try and clarify #CARESAct #BrixBites

businessinsider.com

How much the typical American has invested outside of retirement accounts at every age

How much the typical American has invested outside of retirement accounts at every age

businessinsider.com Personal Capital data shows investment account balances at least double by decade. That's good news for anyone with time left in the market.

forbes.com

Your Guide To The Federal Stimulus Package

Here's your guide to the stimulus package and please reach out with any questions:

forbes.com Congress has agreed to a $2 trillion plus COVID-19 stimulus relief package, which has just been signed by President Trump. Here's what you need to know.

blog.massmutual.com

What to do if you are faced with retiring into a bear market | MassMutual

What to do if you are faced with retiring into a bear market...

blog.massmutual.com Don’t let a retreating market derail your retirement plans. Here’s what to do if you plan to retire soon.

Mass Mutual -- 500 Error NetStorage

Sudden market drops point up the value of long-term investing horizons and diversification

blog.massmutual.com

blog.massmutual.com

6 signs that you may be underinsured | MassMutual

6 signs you may be underinsured

blog.massmutual.com If your income rose, you only have group coverage through work, or you have significant debt, it’s time to revisit your policy.

blog.massmutual.com

How to understand the different types of permanent life insurance | MassMutual

Understanding different types of permanent life insurance

blog.massmutual.com Permanent life insurance comes in many different forms. Learn which kind may be right for your needs.

Individual vs. Group Term Life Insurance

Many people purchase group term life insurance at work. What you may not realize is that buying individual term life insurance may be a better option.

Millions of people purchase group term life insurance through a plan at work. Did you know that, for many, buying individual term life insurance may be a bet...

blog.massmutual.com

How to understand different 529 investment strategies | MassMutual

An interesting read on the 529 college savings plan and how investing in them can make a big difference.

blog.massmutual.com The investment strategy you select for your 529 college savings plan will impact your potential return and risk.

marketwatch.com

Retired and facing a stock market downturn? Here’s what you should — and shouldn’t — do

Here's what to do if you're retired and facing a stock market downturn
https://www.marketwatch.com/story/retired-and-facing-a-stock-market-downturn-heres-what-you-should-and-shouldnt-do-2020-01-10?mod=home-page

marketwatch.com Some Americans said they would reduce investments in stocks

Individual vs. Group Term Life Insurance

Many people purchase group term life insurance at work. What you may not realize is that buying individual term life insurance may be a better option.

Millions of people purchase group term life insurance through a plan at work. Did you know that, for many, buying individual term life insurance may be a bet...

blog.massmutual.com

4 last-minute tax tips to consider before filing your return | MassMutual

Want to lower your 2019 tax bill? Here are 4 tax moves to consider beforehand.

blog.massmutual.com Opportunities to offset prior-year income and capture credits are still available until the April tax filing deadline.

money.usnews.com

6 Skills You Need for Financial Success

The 6 Skills You Need to Be Financially Successful

money.usnews.com Managing your money well is about more than being able to apply math skills.

thecapitalideas.com

5 keys to investing in 2020 | Capital Ideas

5 keys to investing in 2020

thecapitalideas.com Markets weathered slowing global growth and the U.S.-China trade war in 2019. What challenges might investors face in 2020? Here are five key themes to help navigate an uncertain year ahead.

lifehappens.org

6 Reasons Single People May Need Life Insurance | Life Happens

Many people make the assumption that life insurance is for married couples and those with kids.

lifehappens.org Many people make the assumption that life insurance is for married couples and those with kids. While it is true that not all single people need life insurance, there are a number of reasons when it

blog.massmutual.com

When is the right time to buy an annuity? | MassMutual

When is the right time to buy an annuity?

blog.massmutual.com Annuities can help retirees meet many goals, but they're not the right solution for everyone.

hsl-pnw-downloadable-files.s3.amazonaws.com

S&P 500 Index Returns In U.S. Presidential Election Years

hsl-pnw-downloadable-files.s3.amazonaws.com

blog.massmutual.com

Four possible alternatives to the stretch IRA | MassMutual

The SECURE Act was signed into law on 12/20. Learn more about what that means for you. #SECUREAct

blog.massmutual.com Roth IRAs, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits of the stretch IRA

forbes.com

10 Money Mistakes To Avoid This Year

There's no better time to get your finances in order than the beginning of a new year. Here are 10 Money Mistakes to Avoid This Year.

forbes.com No matter what, you'll definitely want to avoid these 10 money mistakes.

blog.massmutual.com

How to talk about money with your aging parent | MassMutual

Tips for talking money with your aging parent

blog.massmutual.com Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.

blog.massmutual.com

How to appreciate the insurance lesson in “It’s a Wonderful Life” | MassMutual

About that insurance policy in 'It’s a Wonderful Life'

blog.massmutual.com A classic holiday movie, “It’s a Wonderful Life,” points up a useful aspect of life insurance.

blog.massmutual.com

How to get your retirement planning started | MassMutual

How to get your retirement planning started

blog.massmutual.com Create a plan for yourself that will diversify your money and allocate adequate funds for retirement.

blog.massmutual.com

Here are three things you should know about the retirement rule changes Congress just approved. #SECUREAct

blog.massmutual.com

investors.com

Retirement Planning That Protects Your $1 Million Savings For 20 Years| Investor's Business Daily

Congratulations! Your retirement planning paid off. You built a $1 million retirement nest egg. But how long will $1 million last in retirement?

investors.com You've built a $1 million retirement nest egg, so your retirement planning has paid off. But how long will $1 million last in retirement?

cnbc.com

20% of Americans regret making this financial decision with their significant other

20% of Americans regret making this financial decision with their significant other

cnbc.com According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.

investopedia.com

401(k) Balance: How You Compare to Others Your Age

Find out the average 401(k) balance by age

investopedia.com How much people have put away for retirement varies, naturally, by old they are. See how your savings stack up.

blog.massmutual.com

5 potential retirement obstacles to watch out for | MassMutual

5 potential retirement obstacles

blog.massmutual.com Unexpected situations such as illness, injury, or career interruption can slow retirement savings.

cnbc.com

Want to travel during retirement? Here are four money tips to make it possible

Here are 4 money tips to make traveling during retirement possible.

cnbc.com If you want to travel when you retire, you may need to change the way you think about saving and investing. The first step is to save at least 10% to 15% of your income as soon as you can. Then ask what your annual income needs to be when you are retired and build a plan that will make that number p...

blog.massmutual.com

Life insurance: Treat cash value with care | MassMutual

Taking out loans from the cash value built up in your life insurance policy can be an advantageous way to help pay off a mortgage or supplement college expenses. This article implores you to treat cash value with care:bit.ly/2GbHfpq.

blog.massmutual.com Life insurance loans can help provide funds during economic hardship, but use your cash value with care. MassMutual’s financial professionals can help you plan.

nerdwallet.com

7 Retirement Savings Mistakes Financial Advisors See Too Often

Here are 7 retirement savings mistakes financial advisors see too often:

nerdwallet.com It's easy to make missteps when saving for retirement. Here's how financial planners say you can recover if you get off track.

[11/14/19]   November is Long Term Care Awareness Month, do you know how much long term care costs? Contact me to find out more information.

Our Story

Donald V. Cericola, Jr. is the founder and principal of DVC Financial Services. Born and raised in the Philadelphia area, Don received his BS in Accounting from Temple University. He has been a registered representative and investment advisory representative of MML Investors Services, LLC (MMLIS) since 1994 when he started his practice. Don is also a licensed CPA but does not practice on behalf of MMLIS. Don currently resides in Warrington, PA, with his wife Ellen, where they raised their two now-grown children. Professionally and socially, Don is a member of the National Association of Insurance and Financial Advisors (NAIFA), National Society of Tax Professionals (NSTP), American Association of Individual Investors (AAII), Doylestown Chapter of Business Network International (BNI), and Knights of Columbus. Don’s professional mission is to be recognized as a leader and major provider of expertise in the fields of financial services, planning, and implementation, as well as quality financial products for individuals and small businesses. With extensive knowledge in these areas, Don has a true passion for helping others manage and grow their portfolios. While helping to navigate through life’s various stages and transitions, Don is dedicated to meeting each client’s individual needs regarding various financial matters.

Donald V. Cericola, Jr. is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044, Tel: 215-441-8200.

DVC Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Licensed to sell insurance in: DE,FL,MD,MI,NC,NJ,NY,PA, SC,VA,VT, and WV and securities in: CT,DE,FL,MA,MD,NC,NH,NJ,NV,NY,OH,OR,PA,SC,VA,VT,WA,WI, and WV.

Want your business to be the top-listed Finance Company in Horsham?

Click here to claim your Sponsored Listing.

Telephone

Address


220 Gibraltar Road, Suite 350
Horsham, PA
19044

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Other Horsham finance companies (show all)
Funso J. Olorunyomi, Licensed Agent with New York Life Funso J. Olorunyomi, Licensed Agent with New York Life
100 Witmer Road Suite 100
Horsham, 19044

Agent licensed to sell insurance through New York Life Insurance

Lisa Kozak - State Farm Agent Lisa Kozak - State Farm Agent
443 Easton Rd
Horsham, 19044

Combining unparalleled service and personalized insurance options in a caring and simple manner. Serving the State Farm auto and home insurance needs in PA

Victor Johnson, Licensed Agent with New York Life Insurance Company Victor Johnson, Licensed Agent with New York Life Insurance Company
100 Witmer Rd, Ste 100
Horsham, 19044

I am an Agent licensed to sell insurance through New York Life Insurance Company

Grundy Insurance Grundy Insurance
400 Horsham Rd, Ste 150
Horsham, 19044

Located just north of Philadelphia, the James A. Grundy Agency, Inc., The Olde Original, was established in 1947. Today, collectors and their brokers consider Grundy to be the preeminent agency for serving the serious collector.

Henry Okafor,  Financial Service Rep, MassMutual Financial Group Henry Okafor, Financial Service Rep, MassMutual Financial Group
220 Gibraltar Road, Suite 350
Horsham, 19044

Broker/Agent licensed to sell Life and Health Insurance.

Anita M Patel, Licensed Agent with New York Life Insurance Company Anita M Patel, Licensed Agent with New York Life Insurance Company
100 Witmer Rd, Ste 100
Horsham, 19044

Agent licensed to sell insurance through New York Life Insurance Company.

Ashish Joshi,Agent with New York Life Ashish Joshi,Agent with New York Life
100 Witmer Rd,Suite 100
Horsham, 19044

Agent licensed to sell insurance through New York Life Insurance Company.

Professional Advisors Alliance Professional Advisors Alliance
600 Dresher Rd
Horsham, 19044

Professional Advisors Alliance (PAA) helps CPA and Property & Casualty firms offer comprehensive financial services through our strategic alliance program.

Janet Carroll, MBA Financial Professional, MassMutual Janet Carroll, MBA Financial Professional, MassMutual
220 Gibraltar Rd, Suite 350
Horsham, 19044

I provide a broad portfolio of individual life, disability income, and long-term care insurance protection for families, businesses, and institutions.

TriCounty Assurance Services Inc TriCounty Assurance Services Inc
284 Horsham Rd
Horsham, 19044

TriCounty Assurance Services Inc is a full service insurance agency located in Horsham, Pennsylvania. We specialize in personal and commercial insurance.

Eva M. Porter, Agent with New York Life Eva M. Porter, Agent with New York Life
100 Witmer Road
Horsham, 19044

Agent licensed to sell insurance through New York Life Insurance Company.

New York Life Greater Philadelphia Office New York Life Greater Philadelphia Office
100 Witmer Rd, Ste 100
Horsham, 19044

Our office’s team of full-time professional agents have been serving the community for 11 years. We provide quality financial strategies, and offer insurance and financial information, and funding for employee benefits to businesses and individuals.