4635 Van Dyke Road, Lutz, FL 33558

info@dipaolofinancial.com

Home
About
Our Services
- Our Process
Events
Resources
Contact
Secure Upload

Customer Relationship Summary and ADV1

Customer Relationship Summary and ADV1

DFG Privacy Policy

Contact

Office: 813-475-3130

4635 Van Dyke Road

Lutz, FL 33558

info@dipaolofinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

DiPaolo Financial Group, Inc.

Important Disclosures

DiPaolo Financial Group, Inc. (“DFG”) is a federally registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.

The information contained on this website is provided for informational and educational purposes only and should not be construed as personalized investment, legal, or accounting advice. Advisory services are offered only pursuant to a written advisory agreement.

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to performance, market commentary, or investment strategies are for illustrative purposes only and do not guarantee future results.

Advisory services are offered only to clients or prospective clients where DFG and its representatives are properly licensed or exempt from licensure.

DFG provides comprehensive financial planning and wealth management services, which may include tax planning and tax strategy discussions. Tax preparation services may also be provided through the firm. Tax advice is based on current federal and state tax laws, which are subject to change. No assurance can be given that tax strategies will achieve their intended results. Clients are responsible for the accuracy and completeness of information provided for tax preparation and planning purposes.

DFG is also a licensed insurance agency, and certain representatives of the firm are licensed insurance agents. Insurance products are offered through properly licensed individuals and may involve commissions or other compensation. This presents a conflict of interest, which is disclosed in greater detail in the Firm’s Form ADV. Clients are under no obligation to purchase insurance products through DFG or its licensed agents.

DFG does not provide legal services. Clients should consult their own legal counsel regarding estate planning, trust law, or other legal matters.

Certain information on this website may be derived from third-party sources believed to be reliable; however, DFG does not warrant the accuracy or completeness of such information.

Nothing contained herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation of any security outside of a formal advisory relationship.

For additional information about DiPaolo Financial Group, Inc., including a description of services, fees, and conflicts of interest, please review our Form ADV Part 2A and Form CRS, available at: Investment Advisor Public Disclosure

Privacy Policy NoticDiPaolo Financial Group is committed to protecting the confidentiality and security of your personal information. Our Privacy Policy outlines how we collect, use, safeguard, and share nonpublic personal information in accordance with federal and state regulations. You may review our full Privacy Policy at the link provided here: DFGI Privacy Policy

.