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.