Welcome to DeLorenzo Financial Group, LLC

 

For over 35 years, DeLorenzo Financial Group, LLC has been a trusted partner to our clients. Our President, Gary J. DeLorenzo, CFP®, MSFS, believes Tax Planning, Wealth Management, Retirement Planning, and Estate Conservation should be top priorities for Individuals, Families, and Corporations of all ages and income ranges.

DFG offers access to a wide range of diverse institutional asset managers. Our resources gives us the ability to match your needs with the appropriate portfolio structure to ensure a personalized financial plan. It is important that you have easy access to your account information. DFG provides a personal and secure client portal which consolidates your investment holdings with 24/7 online access. Your plan success is our greatest reward.