5 /5 Bob Tretina: My past accountant retired in 1992.
I found Steve DeFilippis in 1993 and have been with him since!
Thats 32 years with NOT ONE problem or issue regarding taxes with my career and rental property investments.
He has evolved into the DeFilippis Financial Group.
Bringing aboard Troy DeFilippis who oversees portfolio management and Rachel Twietmeyer, a very nice lady that performs daily administration and other client services.
Retiring recently I converted my 401k into an IRA, managed by the DeFilippis Financial Group..
Never been happier with the results.
In addition to retirement services, they offer a number of wealth building options like IRAs, Roth IRAs, long term health care services, and access to will/ trust creation.
They constantly keep you up to date with the financial environment on a quarterly basis, newsletters and a yearly face to face to discuss your present financial decisions with their advice.
The bottom line, you can go to these larger financial institutions that manage your wealth, but you might get lost in the volume.
With DeFilippis Financial Group, they know my name, I know theirs,
If I have a concern, I could call and they will help.
They have fun events like shread day, (for your documents), and customer appreciation day. I have 100% confidence, they are looking out for my best interests, in regards to my wealth portfolio.
In a sense, I feel like family.