De Lorenzo Financial Planning is a Newburgh, New York-based firm dedicated to guiding individuals, families, and businesses on their financial journey. Specializing in comprehensive financial planning and wealth management, the firm provides personalized strategies that align with each client’s goals and life stage. With a strong commitment to fiduciary responsibility, De Lorenzo focuses on offering objective advice rooted in trust and transparency. Their services encompass retirement planning, investment portfolio management, education funding strategies, and estate planning.

The firm distinguishes itself through its client-centered approach, taking time to understand unique financial goals and crafting customized roadmaps for financial independence. In addition, they are active advocates for financial literacy within the community, often participating in local educational initiatives. De Lorenzo Financial Planning also places a special emphasis on multigenerational planning, helping families build wealth across generations.

Website: https://www.delorenzofinancialplanning.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement income planning
– Education savings strategies
– Estate and legacy planning
– Risk management and insurance review
– Tax-efficient financial strategies
– Multigenerational wealth planning