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Submitted URL: http://clearhorizongroup.com/
Effective URL: https://www.delorenzofinancialgroup.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.delorenzofinancialgroup.com/
Submission: On April 22 via api from US — Scanned from DE
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Text Content
gdelorenzo@delorenzofinancialgroup.com Menu * Home * Who We Are * About Us * Meet Our Team * Our Purpose * What We Do * Our Mission * Our Services * Financial Strategies * Corporate Planning * Resource Center * Blog * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Useful Links * Glossary * Tax Resources * Contact * Account Access PLAN FOR YOUR FUTURE "Because tomorrow is as important as today" Learn More PLAN FOR YOUR FUTURE "Because tomorrow is as important as today" Learn More PLAN FOR YOUR FUTURE "Because tomorrow is as important as today" Learn More PLAN FOR YOUR FUTURE "Because tomorrow is as important as today" Learn More PLAN FOR YOUR FUTURE "Because tomorrow is as important as today" Learn More WELCOME TO DELORENZO FINANCIAL GROUP, LLC For over 40 years, DeLorenzo Financial Group, LLC has been a trusted partner to our clients. Our President, Gary J. DeLorenzo, CFP®, MSFS, believes Tax Planning, Wealth Management, Retirement Planning, and Estate Conservation should be top priorities for Individuals, Families, and Corporations of all ages and income ranges. FINANCIAL PLANNING Our approach has been fine-tuned with years of experience. An integral part of financial planning is to review your financial situation in order to identify and address your needs and goals. Together, we will develop a comprehensive financial plan with a roadmap toward achieving your goals. With periodic reviews, we will evaluate and adjust accordingly as your needs and goals may change over the years. Learn more INVESTMENT MANAGEMENT DFG offers access to a wide range of diverse institutional asset managers. Our resources gives us the ability to match your needs with the appropriate portfolio structure to ensure a personalized financial plan. It is important that you have easy access to your account information. DFG provides a personal and secure client portal which consolidates your investment holdings with 24/7 online access. Your plan success is our greatest reward. Learn more CORPORATE PLANNING Want to learn more about retirement, Social Security, or estate strategies? Learn more WORDS OF WISDOM "An investment in knowledge pays the best interest." - Benjamin Franklin WELCOME TO THE FAMILY! Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more YOUR GOALS ARE OUR GOALS. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Learn more WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU? We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. HAVE A QUESTION? Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 631-390-9013 Fax: 631-390-9016 775 Park Avenue Suite 235 Huntington, NY 11743 Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Advisory services offered through American Portfolios Advisors, Inc. an SEC registered investment advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.