DeRose Financial Planning Group

Mar 2024

I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!

Dec 2023

I've been a part of DeRose Financial Planning for almost a decade and can confidently recommend their advising to anyone looking to take control of their finance.They've been meticulous in tailoring their advice to my evolving needs. As my career progressed, my family grew, and my priorities shifted, they adapted my financial plan with me. They never pressured me into cookie-cutter products or pushed unnecessary risks. Their focus was always on aligning my finances with my goals, whatever those goals might be.They are a people-first approach. They break down complex concepts into digestible language, ensuring I always understand the "why" behind their recommendations....read full review

Dec 2023

Coming up on our 15th year with Karen DeRose, Anthony and her team and could not be more pleased to have made the decision to entrust her and her team with our financial future. She and her team consistently provide good financial guidance and have helped us build a solid foundation for our future - whether that's college planning for our kids, our retirement, or really any financial related issue. Her mantra of “Life Happens… Plan for It!" really captures what she and the team do. By this point, she's seen it all and can tailor her recommendations based on your specific needs. Having heard horror stories of other financial advisors engaging in high pressure sales...read full review