Financial Planners in Chicago

“Matt was super helpful through the process, great with explaining everything and being available. Such an easy experience with his support!“

“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!“

“Peter has helped us clarify our goals and by doing that our entire financial plan has come into sharper focus. He is easy to talk to, very responsive to emails, has a flexible schedule for calls and is able to advise specific to our case and give us general market and world advice. We have used him for years and I highly recommend him to all.“

“Carla Snedden has been extremely helpful to me. She has spent many hours trying to help me make decisions about my financial future. She has given me excellent ideas and has guided me with sound advice. I trust her and believe in her ability to help her clients.I am thankful that Carla is my Thrivent advisor.“

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“I am a CPA and have managed our family's finances, investments, and taxes for many years, including up until we began working with Vitaly in 2025. As we approach retirement, we wanted a trusted partner to help guide us through this important transition.

We have been extremely pleased with Lestna. Vitaly is highly knowledgeable, responsive, and always accessible when we have questions. He provides thoughtful, thorough analysis that has helped us make well-informed financial decisions.

Working with Vitaly has given us greater confidence as we enter this next chapter of our lives. He consistently goes above and beyond, offering valuable guidance not only on investment strategies, but also on risk management, estate and legacy planning, and securing our child's financial future. We truly value his expertise, professionalism, and commitment to our family's long-term success.“

“Very responsive. Excellent advice on investments and taxes. Highly knowledgeable team.“

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