Defilippis Financial Group

DeFilippis Financial Group, established in 1987, offers comprehensive wealth management and tax services tailored to individual and family needs in twenty-one states. With a commitment to acting as fiduciaries, their team prioritizes clients' financial well-being by integrating tax expertise with long-term financial planning.

Led by experienced financial advisors, including Stephen W. DeFilippis and Troy S. DeFilippis, the firm manages over $250 million in client assets while emphasizing the importance of customized financial solutions. Their holistic approach aims to enhance clients' lives, not just their portfolios, ensuring a personalized experience for each client.

Generated from the website