DeRose Financial Planning Group

Susan Lohman 

on Google

a week 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. 

Austin Billmeyer 

on Google

2 weeks 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

3 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

4 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. 

Keith Sponburgh 

on Google

7 months ago

I've been a client of DeRose Financial Planning Group for nearly 20 years, and I cannot recommend them highly enough. Over the years, they have consistently provided me with sound financial advice, personalized service, and a deep understanding of my financial goals. Their team is incredibly knowledgeable, professional, and genuinely committed to helping me navigate the complexities of financial planning, investments, and retirement strategies. What sets DeRose Financial apart is their attention to detail and their ability ... read more