DeFilippis Financial Group®

"The DeFilippis group has been providing our family with tax and estate planning services for over twenty years. They are professional and extremely knowledgeable when it comes to all aspects of their expertise. We have also recommended them to other friends and family members without hesitation."

"I have used Stephen and Troy for many financial issues and their service, advice and professionalism is second to none. I highly recommend each of them. They are thorough, attentive, accurate, and have always provided the best services regarding tax, investment and other financial matters."

"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!"

"Stephen DeFilippis has been our accountant and financial advisor for over 30 years. We have found him to have the highest integrity and he has been extremely helpful in making investment decisions. Our adult children now look to him for advice. We can't say enough good things about Stephen and his son, Troy. Top notch!"

"Steve DeFilippis has done an amazing job setting me, and my family, up for future success! His knowledge in the financial world is second to none. I highly recommend his services to all."