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DeRose Financial Planning Group

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DeRose Financial Planning Group

Overview:

As part of our ongoing commitment it is our intention that every visitor to our site be able to learn about who we are, our comprehensive planning process, and how it directly benefits you. We are constantly striving to improve our depth of knowledge and client experience by leveraging the use of technology and communication.

As the founder of this firm there is nothing more important than earning and maintaining the highest level of trust, confidence, and respect of our clients. The staff and I are affiliated with Lincoln Financial Advisors (LFA) and located in Chicago, IL. As an active member of The Resource Group™, a national network of elite financial professionals within LFA, we have unlimited access and the ability to collaborate with a vast network of colleagues for the benefit of our clients and their unique situations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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