About DeRose Financial Planning Group
Reviews for DeRose Financial Planning Group
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
DeRose Financial Planning Group is an award-winning financial planning and wealth management firm located in the greater Chicago metropolitan area. With over 30 years of experience, the firm specializes in providing customized, holistic financial services that help individuals, families, and business owners achieve their financial goals. Clients appreciate the team's guidance, expertise, and patient customer service, which consistently surpasses expectations. The firm focuses on four primary areas: Financial Independence, Risk Management, Estate Planning, and Investment Planning, acting as a personal CFO by coordinating with clients' other advisors. Clients value the firm's commitment to tailoring advice to their changing needs, ensuring that financial plans evolve as life circumstances shift. DeRose avoids cookie-cutter solutions, instead prioritizing a people-first approach that emphasizes transparency and open communication. This dedication fosters trust and empowers clients to understand the reasoning behind financial recommendations. Clients praise the caring and forward-thinking team, describing the firm as a reliable partner for those looking to take control of their financial future.
We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!
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 important to both individuals and families at all levels of financial sophistication. They communicate and answer questions and concerns in a straightforward...read full review
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.