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January 2025 by Kim Potowski
LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.
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January 2025 by Jim Powers
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.
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January 2025 by Melinda Degucz
I'm on track for a much better retirement and stable financial future because a family member referred me to Karen DeRose and the DeRose FPG team ten years ago. Her amazing budgeting tools and sound investment advice were just a start. Over the years, Karen's referrals to fellow professionals for accounting, estate planning and a mortgage loan broker for my "forever home" have been spot on. She's a partner for life!
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January 2025 by Kristi Dahm
We've been clients of Karen's for 16 years. She and her team are incredibly professional, knowledgeable, organized and they go the extra mile to assist customers. Their advice goes beyond finances, to total planning to ensure any financial vulnerabilities are covered. They are easy to reach and respond quickly. Staff have even come to my parents home on a Saturday morning to notarize forms. My extended family, friends and many coworkers also work with Karen per my recommendation.
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December 2024 by Linda Renzi
We have had the privilege of working with Karen, Anthony and Nick DeRose and their amazing team for many years. Their comprehensive financial and estate planning with a keen eye for detail is outstanding. They are a trustworthy financial team that we have confidently recommended often over the years. Best of all, they offer high quality services you expect from a large company while maintaining a "family feel" and personal approach.
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December 2024 by Reconciled Solutions
DeRose DOES act as a CEO for my family and my business. They think of all these small details that need to be cared for that I would rather gloss over...renters insurance for my kids college apartments, changing the title on our property so it will not create problems in our trust...thank you Karen and team for taking such good care of the Noll Family for the past several years. Our retirement is shaping up to be quite secure and the result is that Jim and I are trying to decide what our retirement might look like, with our financial security being only a small piece of the puzzle.
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December 2024 by Sheldon Gelber
I’ve had the pleasure of working with Karen and her team at DeRose FPG for over 15 years, and I can’t recommend them highly enough. They’ve consistently provided outstanding guidance and support to me and my family, helping us navigate life’s many ups and downs with confidence and peace of mind. Their expertise, personalized approach, and genuine care set them apart, making them an invaluable partner in achieving our financial goals."
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December 2024 by Keith Sponburgh
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 to tailor their services to my evolving needs. Whether it's long-term investment strategies, tax planning, or estate planning, they've always been proactive and insightful. Their communication is top-notch, and I always feel like a valued client, never just a number.
If you're looking for a financial planning group that prioritizes trust, expertise, and client satisfaction, DeRose Financial is the place to go. After two decades, I continue to have full confidence in their ability to guide me toward financial security and growth.
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December 2024 by Anita Sempetrean
We have worked with DeRose FPG for 29 years and their comprehensive wealth planning, attention to detail and world class service team are second to none! We are comforted knowing we can retire and that our best interest is always at heart.
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December 2024 by Travis Smith
Thank you Karen and your team in helping us get a clearer picture of our financial situation and strategy to plan for the future. Your knowledge and attention to detail were fantastic.
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December 2024 by Linda Reinhard
Karen and Nick are an amazing duo and the entire team is incredibly supportive. They care so much about our finanicial well being that we NEVER have to worry about doing all those things we SHOULD do. Karen and Nick make sure we have our entire financial future mapped out and all the necessary insurance and protections we need to feel financially secure. We have worked with Karen since our kids were toddlers and now they are out of the nest. It could not have been smoother sailing. They are spectacular!
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December 2024 by Mary Hendrix
I've worked with DeRose Financial Planning Group for a number of years. They are wonderful to work with. They take the time to understand your needs and provide the utmost professional care and services.
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December 2024 by Jill Powers
The DeRose Group has helped me and my family for a very long time. Through life's zigs and zags, they have been there to guide me along the way. I have always felt secure with their guidance and could not recommend them more highly.
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November 2024 by Daniel Rufini
Matt Parker has been an intricate part in guiding financial growth. His willingness to educate and ensure that I am understanding the why behind the need. Never leaving me unsure about what to expect in the years to come.
Hands down one of the best when it comes to estate planning, tax strategy, personal investing, and overall long term wealth planning.
You are more than a number when it comes to the DeRose firm!
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November 2024 by Mangesh Kolharkar
Karen and team are just amazing! They stand apart with a comprehensive review of your financials, openness to understand your goals, create a mutual plan based on what you want to do and amazing follow up. I highly recommend them for your financial planning needs.
