Company Information

Get to know DeFilippis Financial Group

Founded in 2004 by A.J. DeFilippis, DeFilippis Financial Group operates as an independent, client-first advisory firm. The company provides a broad range of financial services including investment management, retirement planning, tax strategies, insurance solutions, and estate planning. Their mission is to offer objective, unbiased advice and personalized strategies to help individuals, families, and business owners achieve their long-term financial goals. The firm is a Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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DeFilippis Financial Group

United States

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Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.