DeLorenzo Financial Group, LLC Email Format

Financial ServicesNew York, United States2-10 Employees

DeLorenzo Financial Group, LLC operates as an independent financial consulting firm within the financial services industry, offering a broad range of products and services enabled by its independence. Founded in 2005, the firm is based in Huntington, New York, and is led by Gary J. DeLorenzo, CFP, MSFS, who some clients view as a personal CFO. The firm provides guidance on risk management, investments, and general financial planning. 

Its client base comprises individuals, families, and corporations seeking a customized roadmap to financial goals. Core areas of emphasis include tax planning, wealth management, retirement planning, and estate conservation. Securities are offered through American Portfolios Financial Services, Inc., with advisory services via American Portfolios Advisors, Inc.; the company notes it is not affiliated with either organization.

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