DeRose Financial Planning Group
Investing,
Financial AdvisingHours:
8755 W Higgins Rd STE 200, Chicago IL 60631 Hours
Most Recent Reviews
December 2024
We have worked with DeRose FPG for 29 years and their comprehensive wealth planning, attention to detail and world class service team are second to none! We are comforted knowing we can retire and that our best interest is always at heart.
December 2024
Thank you Karen and your team in helping us get a clearer picture of our financial situation and strategy to plan for the future. Your knowledge and attention to detail were fantastic.
December 2024
I've worked with DeRose Financial Planning Group for a number of years. They are wonderful to work with. They take the time to understand your needs and provide the utmost professional care and services.
More Comments(55)
About DeRose Financial Planning Group
DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping individuals, families, & business owners meet their financial goals and achieve their true financial potential. We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives. We build holistic, tailored financial plans for our clients in four primary areas - Financial Independence, Risk Management, Estate Planning, and Investment Planning, and act as your "personal CFO," interfacing with your other advisors (CPA, estate planning attorney, etc.).
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