This profile has been claimed by the business owner or representative.
DeRose Financial Planning Group
- Investment Service
- Chicago, IL
About this business
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 |
We feel very fortunate for the expert guidance and phenomenal service we receive from Karen and her amazing team. DeRose provides comprehensive financial advice and gives us the confidence that every issue has been addressed and handled in a way that advances and protects our financial interests. This is a competitive field with many providers who seem to have a one-size-fits-all approach and speak an overly technical, often incomprehensible language to their clients. DeRose is a family business that understands what is i... read more
Karen and her team are fantastic to work with! If you are considering scheduling your first meeting, make the call now. You will be so glad you did. When I first started working with the DeRose team I was a single mom with a less than impressive financial situation. Karen showed empathy and created a solid plan to get me moving in the right direction. I am so grateful for the respectful approach she took. And, look at me now! Her entire team is professional and will prioritize your needs. Thank you, Karen.
I have been working with Karen, Anthony and their team for 8 years now. I was referred by a friend and it was a great decision. I was a single mom and wanted to make sure that I was setting myself and my children up for the future. Not only am I in great financial shape, but I am able to have peace of mind with my estate planning and long term care. The DeRose team is responsive and knowledgeable as well as they care about me and my family. Looking back, it was a no brainer for me to get on board to work with them.
I've had an outstanding experience working with Derose Financial Planners. From my first meeting with Nick and Nicole their team demonstrated a deep understanding of financial strategy and long-term wealth management while prioritizing my personal financial goals. They took the time to understand my wants, needs, lifestyle, and have aggressively followed up with me ensuring that my desires have been met. Would strongly recommend working with them!
It's been amazing working with the DeRose FPG team over the past ~5 years. They are trusted advisors and fiduciaries. Really appreciate their steady hand and perspective through all of life's biggest decisions: real estate transactions, the birth of our son, job changes, and other big steps. Generally, DeRose provided advice on estate planning, wealth accumulation, taxes, insurance, employee benefits, etc. Their account portal connects to all our accounts and give visibility, at a glance, to our assets and liabilities, net w... read more
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 tomorrow at 8:30 a.m.