Union Savings Bank - Freeport (IL)

Chelsea Marie Starkey Bryce is incredibly knowledgable and helpful. He made a difficult process seem simple. Very friendly and easy going. You wont be disappointed!!!

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!

Aaron Wagan It has always been a smooth, seamless, and quick process getting my taxes done here. Have been coming here for a few years now and will continue to do so in the future. I would highly recommend coming here if you want to get your taxes done in a timely and efficient manner.

DV Swia Thoughtful wealth, tax and financial planning expert. Helping his clients keep more of what they earned and grow their wealth in line with goals and risk tolerance. Highly recommend Dave and his team!

Chase Rowe Stephen was more than a pleasure working with. He was very helpful and understanding and did everything he could in order to help me secure what I needed to get my life back on track.

Steve Froeschl Grant has great knowledge of the markets. He found out my needs and wants for my future and adapted a plan customized to reach my goals. Thank You Grant

THOMAS GODDARD very informative in his explanations

Timothy Mansour Jim has helped me on several complicated tax matters. Hes knowledgeable and balanced and his input is always appreciated and respected. Thank you, Jim!