Broker Check
gdelorenzo@delorenzofinancialgroup.com

Our Services

Gary J. DeLorenzo, CFPTM, MSFS

Registered Representative and Financial Advisor

775 Park Avenue, Suite 235, Huntington, NY 11743

We serve individuals and businesses in all areas of financial management.

The financial management process with Gary J. Delorenzo, CFPTM, MSFS begins with an in depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

gdelorenzo@delorenzofinancialgroup.com | 631-390-9013