Dempsey & Associates Ifg

Welcome to Dempsey & Associates, where we specialize in providing comprehensive financial services to individuals and families. Our team, led by Cornelius F. Dempsey III CPA (inactive), is dedicated to helping you navigate the complex world of investing, retirement planning, insurance, estate planning, and wealth preservation. We understand that each client's financial situation is unique, and we take the time to understand your goals and objectives before offering personalized advice and solutions.

Our Firm

As a registered principal, we offer securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. This partnership allows us to provide a wide range of financial products and services to our clients. Our firm is licensed to sell securities in several states, including Arizona, California, Oregon, and Washington.

Our Location

We are located at 111 Main Street, Suite #G, Los Altos, CA 94022. Our office is conveniently situated to serve clients in the surrounding areas. Whether you're looking to schedule a consultation or need assistance with your financial planning, we're here to help.

Our Services

Our comprehensive services include investment advice, retirement planning, insurance solutions, estate planning, and wealth preservation strategies. We also offer calculators and tools to help you make informed decisions about your financial future. From disability income insurance to long-term care self-insurance, we have the expertise to guide you through every step of the financial planning process.

Our Qualifications

Our team is committed to staying up-to-date with the latest financial trends and regulations. Cornelius F. Dempsey III CPA (inactive) has extensive experience in the financial industry and is dedicated to providing exceptional service to each client. We believe in the importance of education and ongoing training to ensure that our advice is always informed and effective.