DeFreece Financial Solutions

11/27/2025

Happy Thanksgiving from my family to you!

11/11/2025

Thank you for your service! Enjoy your day!

10/08/2025

Reading Retirees & Pre-Retirees,

Recent decisions could cost you $100,000 or more throughout retirement

Learn how other local residents are maximizing their Retirement benefits! --> https://www.yoursvp.com/ZAJJUVZEV

Our complimentary events are located at Pagoda City Brewhouse.

10/08/2025

So glad to be joining all these wonderful businesses and supporting JM Diamond JM Diamond Realty at their grand opening!

09/30/2025

Life transitions—whether expected or unexpected—often bring important financial decisions along with them.

If you’ve recently experienced a change in employment, you may be wondering what to do with your old 401(k). This can feel overwhelming during an already stressful time, but you don’t have to figure it out alone.

As a financial professional, I help individuals understand their options so they can make choices that align with their long-term goals and personal situation.

If you or someone you know is facing this decision, I’d be glad to be a resource. There’s no obligation—sometimes just having a conversation can bring peace of mind.

📩 Feel free to reach out if you’d like to talk through your 401(k) rollover options.



Advisory services are provided by Encompass More Asset Management LLC, a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Encompass More Investments, LLC, Member FINRA/SIPC. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

06/30/2025

🎥 Take a Quick Tour of DeFreece Financial Solutions & Guardhouse Tax Services, LLC 🏢

We're excited to give you a brief peek at our teams and the work we do to help you achieve financial success. Whether it's through expert financial planning, wealth strategies, or trusted tax services, we’ve got you covered every step of the way.

✨ Watch the video to meet our dedicated team and see how we can support your financial goals.

📊 DeFreece Financial Solutions provides top-notch financial planning and consultation.
💼 Guardhouse Tax Services is here to simplify your tax season with expert advice and service.

📲 Check out the full tour below and let us know how we can help you!

Welcome to DeFreece Financial Solutions & Guardhouse Tax Services!Take a quick behind-the-scenes tour of our office and meet the teams committed to helping y...

06/12/2025

Come join us! Next Tuesday June 17th!!!

06/12/2025

You are invited!

05/26/2025

Today, we honor the brave men and women who made the ultimate sacrifice in service to our country. Their courage, their commitment, and their lives will never be forgotten.

This Memorial Day, we pause not just to remember, but to reflect—to honor the fallen and hold space for the families who live every day with their absence.

05/23/2025

We are SO EXCITED to celebrate and be celebrated by our amazing network and Friends at BCNA · Berks County Networking Association

Please join us
Tuesday, June 17th
6:00 – 8:00 PM
510 N Park Rd, Suite 3, Wyomissing, PA
Parking is available in the rear of the building and across the street.
Open to all local professionals — bring your business cards, enjoy the local flavors, and see how BCNA supports meaningful, relationship-driven business growth.

We’re celebrating:
• Guardhouse Tax Services, LLC– offering trusted tax and accounting services for individuals and businesses.
• Defreece Financial Solutions – providing tailored financial and insurance strategies to help secure your future
This evening is all about connection, community, and vision. Come mix and mingle with fellow professionals from across Berks County, enjoy local drinks and vendors, and tour the offices of two impactful financial service providers in Wyomissing.

Learn more: berksnetworking.com/members