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“Dan and Renee made this whole process streamline and easy. Their communication during this whole process was excellent. They were both very informative and truthful in every thing they conveyed. I would recommend them to anybody and everybody. Thanks again!!“
Closed today
190 S LaSalle St # 1610, Chicago“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.“
Closed today
8755 W Higgins Rd STE 200, Chicago“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!“
Closed today
155 North Wacker Drive suite 4250, Chicago“Peter is awesome, and I have recommended him to my family and friends. His recommendations are sound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)“
Closed today
444 N Michigan Ave #1200, Chicago“We have been working with Lestna Retirement for two years now. When we initially reached out to Vitaly, I had an expectation that his efforts would be geared more towards my husband’s finances who at that time was making 95% of our family's income. However, to my surprise, Vitaly firmly took hold of both of us. As a result, I became much more conscious of my business and developed a taste for contributing more to our family's income.Now, my business and income are growing, taxes and business processes are optimized, and our family finances are under control. This is largely due to the continuous work with Vitaly.“
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