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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 |
We have worked with Karen DeRose and Team 20 plus years and highly recommend their services. Their strong knowledge, resources and expertise in Personal Investing, Estate Planning, Risk Management and Tax Strategy are thoughtful, resourceful and timely. We have recommended their services to friends and family and have full confidence in their ability to protect and strengthen our financial future.
I have been working with Karen and her financial planning team for almost 10 years. In that time, the DeRose FPG has focused on plans that fit my personal needs. When the times change, they change taking me to stronger financial security. I am not good at investment or retirement planning so they take their time with me and guide me every step of the way. I joined them very uncomfortable about what to think about and now I have the utmost confidence that Karen and her team will partner with me on all of my future needs. I wo... read more
We have been with Karen for 5 years now, and we couldn’t have asked for anyone better! Karen, because of how awesome she is, helped get all aspects of our finances covered , and if it’s not her company, she has an amazing resource of referrals, with the help of which got our estate planning done, retirement planning taken care , etc. She advises very well because of her experience and helps overcome financial challenges effectively. DeRose financial planning group approaches everyone individually catering to their specific n... read more
Several years ago, Karen DeRose was a key-note speaker at one of our conventions, and I’m forever thankful as she’s remained my financial advisor and investor ever since. With minimal financial plans, I was tormented with self-defeating thoughts surrounding the daunting and time-consuming task. I did not know what I did not know. The DeRose team educated me and advocated for my financial well-being. After years under their guidance, and expert planning, I’m able to sleep at night knowing my future lay in their capable hands.
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!
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 33 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.