Agrillo Financial Group Employee Directory

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.

Find Agrillo Financial Group employees' phone numbers or email addresses

Agrillo Financial Group Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
1

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  • Italy
    1

Agrillo Financial Group's Leadership

  • Stylized image of a person
    T. A.
    President
    Phone icon
  • Stylized image of a person
    T. A.
    President
    Phone icon
  • Stylized image of a person
    D. A.
    Owner
    Phone icon
  • Stylized image of a person
    J. A.
    Executive Assistant
    Phone icon

Agrillo Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Agrillo Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. A.
    Owner
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    T. A.
    President
    Phone icon
    United StatesNew York
    Jul 31, 2025
  • Stylized image of a person
    T. A.
    President
    Phone icon
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Executive Assistant
    Phone icon
    United StatesNew York
    Jun 01, 2026

Frequently Asked Questions

What is Agrillo Financial Group known for?

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Agrillo Financial Group operates in the Financial Services industry. The company's main headquarters is located in 1858 Hempstead Turnpike East Meadow, New York 11554 United States; you can contact the main corporate office by phone at . Explore Agrillo Financial Group's company overview page for more information.

What is Agrillo Financial Group's most common email format?

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Agrillo Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agrillo Financial Group email formats with LeadIQ.

How many employees does Agrillo Financial Group have currently?

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Agrillo Financial Group has approximately 1 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Agrillo Financial Group's key employees and leadership?

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As of December 2025, Agrillo Financial Group's key employees include:

  • President: T. A.
  • President: T. A.
  • Owner: D. A.
  • Executive Assistant: J. A.

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