Lange Financial Group, LLC

Dominic Bonaccorsi is a financial advisor at Lange Financial Group, LLC with six years at the firm and a total of 11 years of industry experience. Prior to joining Lange Financial Group, he worked at R.D. Hoag and Associates for five years. Bonaccorsi also operates a tax preparation business, Bonaccorsi Tax and Accounting Service, in Pittsburgh. Lange Financial Group provides comprehensive financial planning and consulting to individuals, trusts, estates, and charitable organizations, focusing on coordinated implementation through independent investment managers. The firm is noted for its integrated tax and planning guidance supported by a team that includes multiple CPAs and CFP® professionals.

Jennifer Hall is a CFP® professional at Lange Financial Group, LLC with five years of industry experience. She has worked at Lange Financial Group since 2021 and is also the owner of Pittsburgh CPA Services, PLLC, where she prepares individual tax returns during tax season. Lange Financial Group serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and consulting services that integrate tax-related planning. The firm refers clients to independent investment managers for portfolio implementation and emphasizes coordinated planning supported by a team that includes CPAs and a CFP® professional.

James Lange is the principal of Lange Financial Group, LLC in Pittsburgh, PA, with 24 years of experience in financial advising. He also owns and supervises three affiliated businesses: a CPA firm, a law office, and a life and health insurance firm. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning and consulting, including tax-related planning. The firm coordinates implementation through independent investment managers and offers educational programming such as newsletters and seminars.

Steven Kohman is a financial advisor with Lange Financial Group, LLC in Tampa, FL, holding 24 years of industry experience. He has been with Lange Financial Group since 2002 and previously operated Kohman & Company for over 30 years. Kohman also maintains a CPA tax preparation business as a sole proprietor, working typically during evenings and weekends. Lange Financial Group provides comprehensive financial planning and consulting services to individuals, trusts, estates, and charitable organizations. The firm focuses on holistic planning and coordinates implementation through independent investment managers, relying on a team that includes multiple CPAs and a CFP® professional to integrate tax and planning guidance.