DeRose Financial Planning Group

Matt Lockner 

on Google

2 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

3 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

6 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

Bob Lenhart 

on Google

a month ago

It's been amazing working with the DeRose FPG team over the past ~5 years. They are trusted advisors and fiduciaries. Really appreciate their steady hand and perspective through all of life's biggest decisions: real estate transactions, the birth of our son, job changes, and other big steps. Generally, DeRose provided advice on estate planning, wealth accumulation, taxes, insurance, employee benefits, etc. Their account portal connects to all our accounts and give visibility, at a glance, to our assets and liabilities, net w... read more

Jim Powers 

on Google

5 months ago

My family and I have been clients of the DeRose Financial Planning Group for over 15 years and Karen and her team have always provided a personal approach to our finances. Their expertise and genuine care set them apart from others. Karen continues to provide amazing guidance and support to myself and my extended family. I would highly recommend Karen and her team for your personal or professional needs.