Jameson P Delgadillo

Office: 414-389-8930 ext 28

500 W Silver Spring Dr
Ste K-290
Glendale, WI 53217-5057

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How Jamie Can Help You

Jamie Delgadillo knows that financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Jamie Delgadillo and his team can help you identify your needs and provide complementary solutions. Jamie Delgadillo works with successful businesss owners and highly compensated business professionals who are concerned about taxes and retirement.

Team Approach to Financial Security

Leveraging complimentary skills and expertise, our team focuses on Asset and Income Protection, Retirement Solutions, and Personal and Business Needs Analysis. 

We work hard to get to know you and your preferences. In doing so, our goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard-earned money, and to help create the secure future you want for yourself and your loved ones.

To learn more about our team members, click on      My Team. Each of us has a unique background and set of skills – all of us share the same commitment to serving your needs.

Scott Schwertfeger, Chris Fugman and Jamie look forward to speaking with you soon. 

The Business Corner

If you own or operate a business, Jamie Delgadillo recommends the following articles:

To read additional articles, please Click Here.

My Mission

"My mission and the mission of my team is to be the catalyst to assist my clients in achieving their financial security".

                           Jamie Delgadillo, Chris Fugman, and Scott Schwertfeger

Hispanic Community Award Winner

In 2006, he was named the Hispanic Young Professional of the Year by Hispanic Professionals of Greater Milwaukee (HPGM).  Also, in 2006, he was named the INROADS Alumnus of the Year. To learn more about Jamie achievements, please read his Professional page.

Giving Back to the Community

Jamie's involvement in United Way shows how much he cares about giving back to the community. Both he and his wife, Sarah are active United Way volunteers for the United Way campaign.  This year's campaign kick's off on August 31, 2011.  Click here to read more.    The TTT

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American Diabetes Association Gala

Jamie and Sarah were the Co-Chairs for the 2011 ADA Gala: No Matter How You Say It - Stop Diabetes Gala. The event was a success and together with the help of the sponsors, attendees, and ADA staff we are one step closer to finding a cure.

 American Diabetes Association logo