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About Our Firm

D.E. Financial Group, LLC was formed to provide a host of financial services to our clients. We can provide a detailed look at your financial picture and offer the financial solutions to formulate and implement YOUR comprehensive financial plan.

Before we decided to provide these services, we performed all of the necessary due diligence and in our search for a broker-dealer, we sought a firm that could provide all of the vital assurance our clients would demand. As a result, we chose Avantax, Member FINRA, SIPC, to affiliate with. Avantax, a federally registered broker-dealer, is the leading financial services partner to the tax and accounting professions.

Ask us about the following comprehensive financial services we now offer:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Disability & Income Protection
  • Asset Protection
  • Insurance Products
  • Tax Planning
  • Business Planning
  • Education Funding
  • Debt Management
  • Elder Care & Special Needs Planning