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FOR IMMEDIATE RELEASE: Daley Financial Partners Obtains Exclusive Business Recognition

OAK BROOK, Ill., March 21, 2018: Daley Financial Partners (www.daleyfinancial.com) has been recognized as a U.S. Small Business Administration Women-Owned Small Business (WOSB) Program eligible firm. “This is the next natural step for me as a business owner and female,” said Ursula Daley, JD. “It goes hand-in-hand with my methodology of practice.” 

Daley also stated that this status is important to her given the small number of female advisors in the financial services industry. “It is important for women to have solid representation in the business world, especially to be a woman-owned business in an industry dominated by men.”

Less than 16% of financial advisors are female, according to a 2017 report released by Cerulli Associates, a global research and consulting firm. 

About Daley Financial Partners: Daley Financial Partners is a financial management firm based in Oak Brook, IL, with professionals that specialize in retirement planning strategies and solutions for individuals and business owners. Ursula Daley is a Registered Representative with Commonwealth Financial Network. Securities and Advisory services are offered through Commonwealth Financial Network, a registered investment advisor. Member FINRA & SIPC

Building Client Confidence Through Education and Expertise

“We have always placed a value on education and to make sure that the clients know what they’re investing in and why,” said Daley. “It’s essential that they understand the products that they are purchasing, and because of my varied background in the industry, I’ve been able to provide them with background information they might not understand.”


*This article was published while Daley was affiliated with LPL Financial.

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