Our Story
Agrillo Financial Group was founded by Katherin “Dee” Agrillo with a simple belief: financial guidance should be personal, honest, and built for every stage of life.
History
From the beginning, Dee set out to create a firm rooted in long-term relationships, thoughtful planning, and a deep understanding of each client’s goals. Her vision was not just to manage investments—but to help families feel confident about their future.
Today, that legacy continues through her son, Ted Agrillo, who now leads the firm. With valuable Wall Street experience and a background in investment, estate, and insurance planning, Ted brings a modern perspective while honoring the values his mother built the firm on.
Together, Dee and Ted have shaped Agrillo Financial Group around a guiding philosophy known as “The Seasons of Your Financial Plan.”
The Seasons of Your Financial Plan
Spring
Building Your Foundation
Establish savings habits, define goals, and begin investing for long-term growth.
Summer
Growing and Strengthening
Help to maximize earning potential, grow your investments, and build financial stability.
Autumn
Preparing for the Harvest
Refine your strategy as retirement approaches, focusing on income planning.
Winter
Preserving and Sustaining
Implement a sustainable approach to maintain your lifestyle while safeguarding what you’ve built.
Whether you’re just beginning your journey or managing long-term wealth, we are about more than outcomes — we are about helping you understand the why behind every decision.
If you’re ready for clarity, confidence, and a partner you can trust, we invite you to schedule a conversation today.