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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 |
My family and I have been clients of the DeRose Financial Planning Group for over 15 years and Karen and her team have always provided a personal approach to our finances. Their expertise and genuine care set them apart from others. Karen continues to provide amazing guidance and support to myself and my extended family. I would highly recommend Karen and her team for your personal or professional needs.
I've been a client of DeRose Financial Planning Group for nearly 20 years, and I cannot recommend them highly enough. Over the years, they have consistently provided me with sound financial advice, personalized service, and a deep understanding of my financial goals. Their team is incredibly knowledgeable, professional, and genuinely committed to helping me navigate the complexities of financial planning, investments, and retirement strategies. What sets DeRose Financial apart is their attention to detail and their ability ... read more
LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100... read more
I'm on track for a much better retirement and stable financial future because a family member referred me to Karen DeRose and the DeRose FPG team ten years ago. Her amazing budgeting tools and sound investment advice were just a start. Over the years, Karen's referrals to fellow professionals for accounting, estate planning and a mortgage loan broker for my "forever home" have been spot on. She's a partner for life!
We have had the privilege of working with Karen, Anthony and Nick DeRose and their amazing team for many years. Their comprehensive financial and estate planning with a keen eye for detail is outstanding. They are a trustworthy financial team that we have confidently recommended often over the years. Best of all, they offer high quality services you expect from a large company while maintaining a "family feel" and personal approach.
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 54 reviews.
When is DeRose Financial Planning Group open?
DeRose Financial Planning Group is closed now. It will open at 8:30 a.m.