Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Edmund F. DeLorenzo CPA, CFP®, CASL®
201-488-4254
Ed DeLorenzo is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional and holds a Chartered Advisor Senior Living® designation. Ed is a registered FINRA Series 7 Registered Representative and FINRA Series 63 State Registration as well as a New Jersey Life & Health Insurance Producer.
Ed is a partner of McGoff, Collins & DeLorenzo since 1998 specializing in income tax planning, accounting and financial consulting. Ed is also the owner of Edmund F. DeLorenzo CPA, CFP®, CASL® providing financial, investment, retirement and insurance planning services.
Ed started his career as an Accountant and Financial Analyst for W.R. Grace & Co. in 1985 through 1991. He was Financial Analyst and Manager of Accounting for The CIT Group from 1992 through 1998. Ed graduated from LaSalle University with a B.S. in Business Administration in 1985 and is married with three children and lives in Ho-Ho-Kus, NJ.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.