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Closed today
2205 Enterprise Dr #515, WestchesterClosed today
8755 W Higgins Rd STE 200, Chicago“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!“
Closed today
407 Marengo Ave, Forest Park“I've been working with Chris Everett for the past few years to plan my retirement strategy. Her practical approach, vast knowledge and pleasant demeanor has helped me make decisions I wouldn't have considered had I not had the benefit of her counsel. Now I feel confident I can realize a sustainable retirement and will be forever grateful to Chris for her help. If you're looking for sound financial advise and someone who will keep your best financial interests in focus - she's your gal.“
Closed today
1900 Spring Rd #104, Oak Brook“Bill Geiger is one of the most trusted names in the Financial Planning space in the Chicago area. He has worked with our family for three years and we are extremely happy with our results. Bill is a great listener and talks with you, not at you. I highly recommend Geiger Wealth Management, if you are seeking financial advice.“
Closed today
745 McClintock Dr Suite 308, Burr Ridge“Larry has been my financial advisor for about 8 years, beginning while I was working and continuing on now that I'm retired.
I was handling my own investments before I met Larry, and things were going well. After meeting with him I realized there was so much more to think about with my investments.
He has guided me through Roth conversions, tax planning, IRA withdrawals, Social Security strategies and more.
He is always available, and promptly replies back to my questions. He has a common sense approach to managing my money, and he has my full confidence. Plus he's an entertaining guy to talk with!
I highly recommend Larry. His commitment to his clients is unmatched, and he always has my best interests in mind.“
“Ranjit and his team at UWS combine RIA and Financial Planning Services in a dedicated, methodical synergy all whilst maintaining clear and open lines of communication at all times- highly recommend“
Closed today
15 Spinning Wheel Rd Ste 129, Hinsdale“Customer Service, Quality, Compassion and Care. They will complete buisness in a very timely manner. Enthusiastic and Optimistic. Pure joy to work with since day 1.“
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