DeRose Financial Planning Group

We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!

We feel very fortunate for the expert guidance and phenomenal service we receive from Karen and her amazing team. DeRose provides comprehensive financial advice and gives us the confidence that every issue has been addressed and handled in a way that advances and protects our financial interests. This is a competitive field with many providers who seem to have a one-size-fits-all approach and speak an overly technical, often incomprehensible language to their clients. DeRose is a family business that understands what is important to both individuals and families at all levels of financial sophistication. They communicate and answer questions and concerns in a straightforward... read full review

I have been working with Karen, Anthony and their team for 8 years now.
I was referred by a friend and it was a great decision.
I was a single mom and wanted to make sure that I was setting myself and my children up for the future.
Not only am I in great financial shape, but I am able to have peace of mind with my estate planning and long term care.
The DeRose team is responsive and knowledgeable as well as they care about me and my family.
Looking back, it was a no brainer for me to get on board to work with them.