DeRose Financial Planning Group
Investing,
Financial Advising
Hours:
8755 W Higgins Rd STE 200, Chicago IL 60631
Hours
Most Recent Reviews
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December 2023
We have an IRA with DeRose Financial, over the past 10+ years we have seen great results and excellent support. The team at DeRose Financial does an amazing job and we look forward to many more years of continued success.
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December 2023
Posting this on behalf of my 92 year old parents, Joe and Vermelle Goodson, who wanted to say that they have enjoyed working with the DeRose Team for over 25 years. So many great strategies have been implemented for our family!
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December 2023
Incredibly knowledgeable team of experts who I trust to answer any/all of my questions timely and accurately. Karen employs a tremendous team and they are always my first call for financial planning/advice/changes, etc. Love working with this team!
More Comments(22)
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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