Services Offered
Comprehensive Financial Planning
Tailored strategies covering retirement, investments, taxes, and estate planning to align with your personal goals.
Retirement Planning
Expert guidance to optimize savings, reduce taxes, and ensure a secure and comfortable retirement.
Estate Planning
Assistance with wills, trusts, and long-term care to protect your assets and provide for your family's future.
Tax Optimization
Strategies to minimize tax liabilities and maximize financial efficiency across all aspects of your portfolio.
Wealth Management
Ongoing management and review of investments to grow and preserve wealth for long-term financial health.
Reviews
5(5 reviews)
Rating Distribution
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Jay Dobrutsky
via Google
5 months ago
We feel very fortunate for the expert guidance and phenomenal service we receive from Karen and her amazing team. DeRose provides comprehensive financial advice and gives us the confidence that every issue has been addressed and handled in a way that advances and protects our financial interests. This is a competitive field with many providers who seem to have a one-size-fits-all approach and speak an overly technical, often incomprehensible language to their clients. DeRose is a family business that understands what is important to both individuals and families at all levels of financial sophistication. They communicate and answer questions and concerns in a straightforward manner. You can't do better, so you should contact DeRose for all of your financial planning needs.
M
Meghan Hamiltonvia Google
7 months ago
I have been working with Karen, Anthony and their team for 8 years now. I was referred by a friend and it was a great decision. I was a single mom and wanted to make sure that I was setting myself and my children up for the future. Not only am I in great financial shape, but I am able to have peace of mind with my estate planning and long term care. The DeRose team is responsive and knowledgeable as well as they care about me and my family. Looking back, it was a no brainer for me to get on board to work with them.
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Susan Lohmanvia Google
8 months ago
Karen and her team are fantastic to work with! If you are considering scheduling your first meeting, make the call now. You will be so glad you did. When I first started working with the DeRose team I was a single mom with a less than impressive financial situation. Karen showed empathy and created a solid plan to get me moving in the right direction. I am so grateful for the respectful approach she took. And, look at me now! Her entire team is professional and will prioritize your needs. Thank you, Karen.
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Austin Billmeyervia Google
8 months ago
I've had an outstanding experience working with Derose Financial Planners. From my first meeting with Nick and Nicole their team demonstrated a deep understanding of financial strategy and long-term wealth management while prioritizing my personal financial goals. They took the time to understand my wants, needs, lifestyle, and have aggressively followed up with me ensuring that my desires have been met. Would strongly recommend working with them!
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Matt Locknervia Google
11 months ago
My wife and I have been working with Karen and her team for many years now. Our initial consult was friendly and very informative. Karen and Anthony put together a plan for us to follow in our later working years and into retirement. Her suggestions have saved us thousands, mostly in taxes we would have paid. She's there anytime to answer any questions we may have, and does a yearly in depth review. We love working with her. She and her team are very knowledgeable and personable.
