Our Philosophy

Our Philosophy

We provide individuals, families and businesses with accounting, tax, advisory and tax-centric wealth management services. By employing the power of behavioral investment counseling, we are able to address inherent anxieties over finances and provide remedies that help put you in a position to make better decisions. To put it simply, Dean Financial Group exists to alleviate financial anxiety.

When you choose to partner with Dean Kantzos and his team, you get a plan designed for your specific needs and goals. Every client can also count on a consistent experience crafted from the firm’s beliefs.

  • We believe in “being there.” Goals are rooted in the future, but anxiety exists in the present. Living in the now is a large part of our philosophy for caring for our clients.
  • We believe that there is little room for sensitivity in accounting and wealth management, and that superficial, pandering advice does nothing for you. We believe in telling it like it is.
  • We believe in behavioral investment counseling. Doing what’s right, coupled with the goal of keeping clients from making the next BIG mistake, is a powerful combination.
  • Wealth management is a logical process, and hasty reactions usually precede the wrong outcomes. We take a counselors’s care to listen, mirror and recommend.
  • We believe our clients deserve honest, direct advice even when it challenges them.

We look forward to helping establish your goals and building a roadmap to achieve them. To schedule a meeting call our office at (201) 444-8700 or email Dean directly at dean@deanfinancialgrp.com

 

 

Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth management services provided by Dean Kantzos Wealthcare, LLC.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice.  Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website

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