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9AM - 1PM
707 Skokie Blvd # 600, Northbrook“Dan's financial knowledge has made our retirement free from any monetary woes. My only regret is that we didn't know Dan twenty years before we retired!“
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!“
“Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed away. She was extremely helpful, professional & made just one of many transactions I dealt with following my sister's passing. I believe you would find her quite helpful with your financial investments.“
Closed today
450 Skokie Blvd #507, Northbrook“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family. They are thorough and timely with follow ups, reminders, and answering questions. I highly recommend the team at Schmidt to help navigate the complexities of life insurance planning. They are good people who truly care about their customers.“
Closed today
909 Davis St #500, Evanston“Zak has been our financial advisor for the past 4 years and we feel very confident in his abilities to direct us in the correct financial path for our needs. He always keeps us informed, and is always looking for ways to enhance our portfolio.“
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