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DeLorenzo Financial Group, LLC Employee Directory

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.

Find DeLorenzo Financial Group, LLC employees' phone numbers or email addresses

DeLorenzo Financial Group, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Asia
1

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  • Saudi Arabia
    1

DeLorenzo Financial Group, LLC's Leadership

  • Stylized image of a person
    A. R.
    Software Project Manager (microsoft.Net)
    Mobile Phone

DeLorenzo Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Program & Project Management
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from DeLorenzo Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. R.
    Software Project Manager (microsoft.Net)
    Mobile Phone
    Saudi Arabia
    Mar 24, 2026

Frequently Asked Questions

What is DeLorenzo Financial Group, LLC known for?

Minus sign iconPlus sign iconDeLorenzo Financial Group, LLC was founded in 2005 operates in the Financial Services industry. Explore DeLorenzo Financial Group, LLC's company overview page for more information.

What is DeLorenzo Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconDeLorenzo Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more DeLorenzo Financial Group, LLC email formats with LeadIQ.

How many employees does DeLorenzo Financial Group, LLC have currently?

Minus sign iconPlus sign iconDeLorenzo Financial Group, LLC has approximately 2 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are DeLorenzo Financial Group, LLC's key employees and leadership?

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As of July 2026, DeLorenzo Financial Group, LLC's key employees include:

  • Software Project Manager (microsoft.Net): A. R.

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