DeRose Financial Planning Group

Susan Lohman 

on Google

a month ago

Karen and her team are fantastic to work with! If you are considering scheduling your first meeting, make the call now. You will be so glad you did. When I first started working with the DeRose team I was a single mom with a less than impressive financial situation. Karen showed empathy and created a solid plan to get me moving in the right direction. I am so grateful for the respectful approach she took. And, look at me now! Her entire team is professional and will prioritize your needs. Thank you, Karen. 

Meghan Hamilton 

on Google

a month ago

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. 

Austin Billmeyer 

on Google

a month ago

I've had an outstanding experience working with Derose Financial Planners. From my first meeting with Nick and Nicole their team demonstrated a deep understanding of financial strategy and long-term wealth management while prioritizing my personal financial goals. They took the time to understand my wants, needs, lifestyle, and have aggressively followed up with me ensuring that my desires have been met. Would strongly recommend working with them! 

Matt Lockner 

on Google

4 months ago

My wife and I have been working with Karen and her team for many years now. Our initial consult was friendly and very informative. Karen and Anthony put together a plan for us to follow in our later working years and into retirement. Her suggestions have saved us thousands, mostly in taxes we would have paid. She's there anytime to answer any questions we may have, and does a yearly in depth review. We love working with her. She and her team are very knowledgeable and personable. 

Lynette Kontny 

on Google

5 months ago

We've been clients of DeRose for the past few years and really appreciate their insights, planning, patience, and thoroughness. They've helped us get our finances organized one step at a time. We feel a huge sense of relief with a plan in place and a whole team to help as scenarios arise. I'm sure they'll meet in person as well, but we've been able to communicate via Zoom and email without needing to commute elsewhere.