You have several email addresses for your company. Which email address should I use?

If you are a client communicating with one of our tax professionals regarding a specific tax-related issue (ex. If I withdraw money from my IRA how will this impact my tax return, etc.), you will use the tax professionals email address ending with @defilippisfinancial.com. When in doubt please contact our office to obtain the correct email address.

If you are a client communicating with one of our financial advisers regarding a specific investment-related issue (ex. If you have a specific question about one of your investment accounts), you will use the financial adviser's email address ending with @ceterafs.com. When in doubt please contact our office for the correct email address.

If you need to schedule a tax appointment, confirm/change a tax appointment or communicate regarding a tax-related administrative matter (ex. change of address, etc.) you should send your email to admin@defilippisfinancial.com. This is a general mailbox for tax-related email messages only. If your message requires an immediate response please call our office.

If you need to schedule a financial appointment, confirm/change a financial appointment or communicate regarding an investment-related administrative matter (ex. change of address, etc.) you should send your email to defilippis@ceterafs.com This is a general mailbox for investment-related email messages only. If your message requires an immediate response please call our office.