Founded in 2004 by A.J. DeFilippis, DeFilippis Financial Group operates as an independent, client-first advisory firm. The company provides a broad range of financial services including investment management, retirement planning, tax strategies, insurance solutions, and estate planning. Their mission is to offer objective, unbiased advice and personalized strategies to help individuals, families, and business owners achieve their long-term financial goals. The firm is a Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States