De Lorenzo Financial Planning is a reputable financial planning firm based in Newburgh, NY, offering comprehensive services to individuals and businesses. They are affiliated with the Hudson Valley Estate Planning Council and provide expert advice on estate planning, retirement planning, long-term care insurance, and more.
With a team of experienced professionals, De Lorenzo Financial Planning is dedicated to helping clients navigate the complexities of financial planning, including recent changes in estate tax laws. They offer educational programs like Estate Planning Day, where attendees can learn about important topics such as social security, medicare, and planned giving. Seating for their events is limited, so early reservation is encouraged.
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