Agrillo Financial Group Email Format
Financial ServicesNew York, United States0-1 Employees
Agrillo Financial Group is a financial services firm based in East Meadow, New York, offering personalized financial planning and wealth management. Founded by Dee Agrillo, a CFP practitioner, the firm operates with her son Ted, who brings Wall Street experience to investment, estate, and insurance planning. The team emphasizes dedication, knowledge, and mutual trust as the foundation for helping clients pursue long-term financial goals, with planning delivered through LPL Financial. The firm describes its approach as lifecycle-based planning, guiding clients through stages of life to protect wealth and long-term financial security via a diversified wealth management strategy. In December 2021, Agrillo Financial Group issued Outlook 2022: Passing the Baton.