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The seasons of your financial plan
- Start planning in the spring of your life
- Work toward steady growth during your summer years
- Develop a plan to help prepare for autumn harvest
- Manage your winter stock
Dee Agrillo founded Agrillo Financial Group to provide financial service with a personal touch. A CFP® practitioner, she prides herself on being there when you need her. She is proud to have her son working alongside her.
Ted Agrillo brings his Wall Street experience to your investment, estate, and insurance planning. Together, they offer you dedication, knowledge, and personal commitment to help you work towards your financial goals.
Shared values and mutual trust form the foundation of the team that you can rely on to help you plan with confidence. They strive to preserve your wealth and long term financial independence by creating and utilizing a wealth management strategy designed to diversify your portfolio.
Meet financial consultants who will work to help you make your financial dreams come true.
Make an appointment with Agrillo Financial Group.
* Financial Planning offered through The Pinnacle Financial Group.
** This award is based solely on the largest number of votes.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Our Team
Theodore Agrillo III, RFC ted@agrillofinancialgroup.com
Katherine Agrillo, CFP®, ChFC, CLU
dee@agrillofinancialgroup.com
* This award is based solely on the largest number of votes.
Speak to An Advisor
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.