DeLorenzo Financial Group, LLC is an unbiased and independent financial consulting firm. Being independent allows us to supply you and your company with the widest range of financial products and services available. For over 28 years DeLorenzo Financial Group, LLC has been a trusted partner to our clients.
Our firm recognizes that many issues are crucial to the success and life of an organization. In our experience many of these issues are being overlooked by the business community, specifically the new Pension Protection Act and ERISA Fiduciary Liability.
Addressing high costs of healthcare is corporate America’s chief budgetary concern. We successfully duplicate our client’s current benefits with savings up to 25% on their health care costs.
We continually earn recognition and trust from our clients, through our ability to anticipate, learn and shape their future. Whether it is risk management, investment advice, or general financial consultation, we are always there for support and advice. Many of our clients consider our President Gary DeLorenzo as their “personal CFO.” We look forward to providing you with enhanced benefits, always positioned to deliver quality to you and your corporation. We are convinced that DeLorenzo Financial Group is uniquely positioned to help increase the life and success of your business. By helping you create a customized roadmap to reach your financial goals, we hope to establish a long and trusted relationship with you.
Our President, Gary J. DeLorenzo, CFP, MSFS believes that tax planning, wealth management, retirement planning, and estate conservation should be top priorities for individuals, families and corporations of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets. That's where DeLorenzo Financial Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. With deep industry and business expertise, broad resources and a proven track record, DeLorenzo Financial Group can help you acquire the information you need to pursue your financial objectives.
In addition, many tax laws are overlooked. We customize tax planning solutions for our clients leading to financial opportunities and tremendous tax advantages.
Today, as never before, it is imperative to find a trusted ally and partner who can help you understand your current positions and formulate the most appropriate solutions for your unique situations.