DeFilippis Financial Group

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323 Sunny Isles Blvd Fl 7
Sunny Isles Beach, FL 33160
+1 (630) 668-3030
http://www.defilippisfinancial.com

DeFilippis Financial Group, established in 1987 and based in Sunny Isles Beach, FL, specializes in wealth management and tax services for individuals and families, managing over $250 million in assets across twenty-one states. With a fiduciary duty to their clients, they focus on creating customized financial solutions that align with clients' goals, ensuring that their interests are prioritized in every financial decision.

The team at DeFilippis Financial Group is led by experienced professionals, including Stephen W. DeFilippis, who integrates extensive tax expertise with financial strategies, and Troy S. DeFilippis, who is passionate about portfolio management. Their holistic approach combines investment management with financial planning, allowing clients to achieve their desired lifestyle while maximizing their financial well-being.

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