# www.dfanys.com — financial services — 2 of 5

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> Probe-verified (tier 2 of 3). Last checked 2026-09-27. 2 of 5 capability checks passed. 2 unknown.

- host: www.dfanys.com
- url: https://www.dfanys.com/
- category: financial services
- type: business
- language: en

## Probe-verified · tier 2 of 3

Probed live on 2026-09-27 against rubric v1.2. 2 of 5 checks passed. 2 unknown.

- UNKNOWN — Markdown negotiation (`Accept: text/markdown`)
- UNKNOWN — Markdown twin at a predictable URL (`/page.md`)
- PASS — llms.txt (`/llms.txt`)
- FAIL — API catalog (`RFC 9727`)
- PASS — MCP server card answers (`/.well-known/mcp/server-card.json → tools/list`)

MCP tools (from tools/list on 2026-09-27, served from www.wixapis.com): search_catalog, lookup_catalog, get_product, create_checkout, get_checkout, update_checkout, complete_checkout, cancel_checkout

## Summary

Private wealth management firm specializing in retirement planning, asset preservation, and intergenerational wealth transfer with offices in New York and Massachusetts. Offers comprehensive financial planning, investment management, and complimentary portfolio reviews.

## Context

908 sites in this index share the category "financial services"; 167 are transactional.

## How we grade

- tier 1 — **Declared**: The site says agents are welcome in its robots.txt. A permission, not a capability.
- tier 2 — **Probe-verified** (this site): We fetched the site and tested each signal ourselves. Dated, repeatable, re-checked on a schedule.
- tier 3 — **Behaviourally verified**: An agent completed the action end to end — booked, bought, submitted — and it worked.

## About this record

Known Good probes sites live and publishes what was tested and when.
Method: https://knowngood.sh/about.md · Rubric: https://knowngood.sh/benchmark

How we found this site: probe discovery. This site didn't declare agent access — we found it by checking the open web. Everything above was tested the same way, against the same rubric, on the date shown. [How we choose what to check, and how to opt out](https://knowngood.sh/bot)

## Where this sits

- business: https://knowngood.sh/type/business
- financial services: https://knowngood.sh/category/financial-services
- wix: https://knowngood.sh/platform/wix
- Browse: https://knowngood.sh/browse
- Rubric: https://knowngood.sh/benchmark