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8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”
8:00 AM - 5:00 PM
500 Lake Cook Rd Ste 300, Deerfield
Financial Advising
8AM - 5PM
8204 W Oakton St, Niles
Financial Advising
“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”
“Randy is great. I have been using him for my taxes for over 20 years and have never had an unpleasant experience. He goes out of his way to help me and I appreciate that. If you need your taxes done by a professional, call Randy Pavlatos.”
“I had such a great experience working with Sagar Sheth on my retirement plans. Sagar was knowledgeable and patient, answering all of questions, making me feel very comfortable with information that I am not all that knowledgeable about. I know that I’m in good hands with the staff at this particular Schwab location. Kathy Borkovec was also a huge help with getting things started. The communication from Sagar and Kathy was extremely impressive, and I highly recommend their services.”
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“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”