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March 2024 by Vivian LaFrancoeur
I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!
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December 2023 by KT Lorenzini
I've been a part of DeRose Financial Planning for almost a decade and can confidently recommend their advising to anyone looking to take control of their finance.They've been meticulous in tailoring their advice to my evolving needs. As my career progressed, my family grew, and my priorities shifted, they adapted my financial plan with me. They never pressured me into cookie-cutter products or pushed unnecessary risks. Their focus was always on aligning my finances with my goals, whatever those goals might be.They are a people-first approach. They break down complex concepts into digestible language, ensuring I always understand the "why" behind their recommendations. This transparency and open communication have built immense trust, making me feel truly empowered to take ownership of my financial future.If you're looking for a financial planning company that goes above and beyond, look no further. You won't find a more dedicated, forward-thinking, and genuinely caring team anywhere else.
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December 2023 by Chris Lobdell
Coming up on our 15th year with Karen DeRose, Anthony and her team and could not be more pleased to have made the decision to entrust her and her team with our financial future. She and her team consistently provide good financial guidance and have helped us build a solid foundation for our future - whether that's college planning for our kids, our retirement, or really any financial related issue. Her mantra of “Life Happens… Plan for It!" really captures what she and the team do. By this point, she's seen it all and can tailor her recommendations based on your specific needs. Having heard horror stories of other financial advisors engaging in high pressure sales tactics, we were originally reluctant to work with an FA. I'm so glad we picked Karen and the team. At no point in our long tenure with her has she tried to "sell us something." All of her guidance and advice is predicated on one thing - ensuring our financial success. We have referred numerous clients to her over the years and not once has someone told us that they made a mistake. You will not be disappointed if you decide to work with the DeRose team.
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December 2023 by Tony Waski
We have an IRA with DeRose Financial, over the past 10+ years we have seen great results and excellent support. The team at DeRose Financial does an amazing job and we look forward to many more years of continued success.
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December 2023 by Dianna Parker
Posting this on behalf of my 92 year old parents, Joe and Vermelle Goodson, who wanted to say that they have enjoyed working with the DeRose Team for over 25 years. So many great strategies have been implemented for our family!
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December 2023 by Christine Krahulik
Incredibly knowledgeable team of experts who I trust to answer any/all of my questions timely and accurately. Karen employs a tremendous team and they are always my first call for financial planning/advice/changes, etc. Love working with this team!
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December 2023 by Carrie Cullum
Karen, Dianna, and their team are committed to provide the best planning possible for your individual needs. They are very knowledgeable and are always prepared to address any questions or concerns. Make the call, you won’t be disappointed!
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December 2023 by Elaine Griffin
I would highly recommend the DeRose Financial Planning Group who are very knowledgeable and provide excellent financial advice for you and your family.
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June 2019 by Chris Shemmer
As a professional in the financial industry, I thought I could handle everything for my family. I eventually realized it was too much of a burden on top of all my other responsibilities and sought out a trusted advisor. I was referred to DFPG through a friend and was blown away at the personal touch and depth of scope of the services.They can handle anything from general investment planning to full blown life planning and organization. The hands-on approach and technical capabilities are second to none. Highly recommended.
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June 2018 by Roger Taylor
Team DeRose is number 1! Integrity. Professional. Holistic. Just a few words that describe Karen DeRose and her staff. I highly recommend DeRose FPG!! Life happens...Plan for it!
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June 2018 by Natalie Waski
DeRose Financial planning group is awesome! They are very customer focused and trustworthy. I enjoy being their client.
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June 2018 by Amanda Russo
I highly recommend DeRose FPG! It's a family-oriented business and you can tell that they genuinely work in your best interest. They're always quick to respond if I have questions or if something unexpected happens.
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June 2018 by Jovita Kerns
We have been clients with DeRose Financial Planning Group for over 12 years. We have worked with them personally and professionally with our two business. They have developed an detailed analysis of ALL our needs and present recommendations to help us hit and achieve our goals. The entire team delivers a hands on and personal touch to all of their work, as well as flexibility and availability for any questions or concerns we have as they arise.The best decision we made was choosing and working with DeRose financial. We would highly recommend them for your personal or business needs.Kent & Jovita Kerns
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June 2018 by Christine Smith
Peace of mind - you can't put a price tag on that. Peace of mind is what DeRose Financial Planning Group has provided for me and my family over the last decade. Always professional and approachable, Karen takes time to listen to and understand our family's financial goals, and formulates the best plan to help us attain those goals. We trust Karen and her team with our investments, and know that our future is in good hands.
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June 2018 by Lisa Raatz
The best decision my husband and I ever made, was having DeRose Financial Planning Group create a life plan for us (That’s right: Great financial planning is more than just investments, lesson learned thanks to DeRose FPG).We thought we had everything we needed when we met with Karen and Anthony DeRose. We were merely looking for a single advisor with whom to consolidate our assets and transactional information in case of an emergency. What we got was a deep dive, end-to-end analysis and step-by-step plan to fill in gaps in insurance, spending patterns, investments, etc. Because this is a public site, I cannot give specifics, but we both recently changed jobs and we needed to protect what we had. We worked with two other advisors over the course of the past 25 years, before finding DeRose FPG. None have been as thorough and complete in their planning process, nor have they had the breadth of knowledge and level commitment as DeRose FPG. We were completely caught off guard with some of the things they found that could have been catastrophic if not addressed. Most importantly, everyone at DeRose is incredibly responsive. Expectations are managed and met. They communicate. And, they are completely accessible. Wealth management starts when you start saving. I only wish I met them 25 year ago!
