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DeRose Financial Planning Group
- Investment Service
- Chicago, IL
About this business
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 Managem... read more
Location details
8755 W Higgins Rd STE 200, Suite 200, Chicago, IL, 60631, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been working with Karen DeRose and the DeRose Financial Planning Group since 2010. Karen has helped me successfully navigate restarting my career, recovering from financial ruin due to divorce and now the entry to retirement. I know that I would not be as successful in this navigation without Karen and her team. The most important benefit has been the piece of mind it has afforded me. Highest praise!
Karen and her team have been instrumental in guiding my financial journey with expertise and care. Her insightful advice and personalized approach have significantly enhanced my financial confidence. I highly recommend her services for anyone seeking a dedicated and knowledgeable business and personal financial planner.
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!
The DeRose team has been working with us for over a decade. That have seen us through many life transitions to keep us on track. We have our usual touch-points but been overly impressed with how they go beyond 'scope''. I have reached out for career advice, confusion over documents with my parents' care, house decisions. In all instances they have been highly responsive and critical parts of our decisions. Grateful to have them in our corner!
DeRose FPG has been working with me for over 29 yrs on my comprehensive wealth planning. Their team is experienced, attentive and cares about my overall life and planning goals. I recommend DeRose FPG to anyone looking for a hands on team to assist with life's transitions. The best to work with!
Frequently asked questions about DeRose Financial Planning Group
How is DeRose Financial Planning Group rated?
DeRose Financial Planning Group has a 5 star rating with 30 reviews.
When is DeRose Financial Planning Group open?
DeRose Financial Planning Group is closed now. It will open on Monday at 8:30 a.m.