DeFilippis Financial Group® - Wheaton (IL)

5 /5 Jen Schram: We have been clients of the DeFilippis Financial Group for over 35 years and have always been extremely satisfied with their expertise and attention to our financial well-being. They are honest, professional, and caring regarding their clients’ financial needs and give great advice without being pushy or self-serving. Our calls and/or emails are always returned promptly, and our questions are answered thoroughly. We highly recommend the DeFilippis Financial Group to anyone who wants or needs expert assistance to help grow their portfolio and have peace of mind that their money is invested wisely and honestly. They have also expertly prepared our tax returns for the past 35 years….you can’t go wrong with this company for all your financial needs!

5 /5 Elizabeth Keeton: I have been with the DeFilippis Financial Group since the 1980s. They are experienced, honest, reliable and professional. Their attention to detail in handling my tax returns and client-oriented approach to meeting my changing financial needs over all these years has been outstanding. Throughout each year the DeFilippis Financial Group not only meets with me to discuss my financial objectives and then works to align my portfolios investment strategy to meet those objectives. It also: 1. provides newsletters and articles covering various financial and retirement topics as well as a yearly market outlook to keep its clients informed, 2. hosts valuable seminars covering topics such as Long Term Care Insurance and Estate Planning and 3. offers an annual client appreciation event. Very few people are lucky enough to have as their financial advisor a trusted family member with absolute integrity who has their best interests in mind. Short of that, the next best thing is the DeFillipis Fianancial Group.

5 /5 Philip Gorski: Stephen DeFilippis has been our accountant and financial advisor for over 30 years. We have found him to have the highest integrity and he has been extremely helpful in making investment decisions. Our adult children now look to him for advice. We cant say enough good things about Stephen and his son, Troy. Top notch!

5 /5 G Freres: The DeFilippis group has been providing our family with tax and estate planning services for over twenty years. They are professional and extremely knowledgeable when it comes to all aspects of their expertise. We have also recommended them to other friends and family members without hesitation.

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.