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DeRose Financial Planning Group

  • Investment Service
  • Chicago, IL
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About this business

FinanceFinancial ServicesInvestingInvestment Service

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

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Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
5.019 reviews
Chris Lobdell's profile image
Chris Lobdell 
a week ago

Coming up on our 15th year with Karen DeRose, Anthony and her team and could not be more pleased to have made the decision to entrust her and her team with our financial future. She and her team consistently provide good financial guidance and have helped us build a solid foundation for our future - whether that's college planning for our kids, our retirement, or really any financial related issue. Her mantra of “Life Happens… Plan for It!" really captures what she and the team do. By this point, she's seen it all and can ... read more

Tony Waski's profile image
Tony Waski 
3 days ago

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. 

Christine Krahulik's profile image
Christine Krahulik 
5 days ago

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! 

Carrie Cullum's profile image
Carrie Cullum 
4 days ago

Karen, Dianna, and their team are committed to provide the best planning possible for your individual needs. They are very knowledgeable and are always prepared to address any questions or concerns. Make the call, you won’t be disappointed! 

Elaine Griffin's profile image
Elaine Griffin 
4 days ago

I would highly recommend the DeRose Financial Planning Group who are very knowledgeable and provide excellent financial advice for you and your family. 

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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 19 reviews. 

When is DeRose Financial Planning Group open?

DeRose Financial Planning Group is closed now. It will open tomorrow at 8:30 a.m.