History / Overview of DEROSE Financial Planning Group


DEROSE Financial Planning Group's founder, Karen L. DeRose has been exposed to financial planning all her life, having had a father who ran an insurance practice.

In 1996, Ms. DeRose founded DEROSE Financial Planning Group with a mission to help her clients plan and manage their own financial lives.

DEROSE Financial Planning Group Review

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The firm has been assisting clients, including individuals, families and businesses, achieve their financial goals for 19 years.

Karen has appeared on NBC 5 Chicago and listed in Chicago Magazine as a 5 Star Wealth Advisor from 2010 to 2014.

In addition, she earned the prestigious Women's Choice Award as a top female advisor in 2014



DEROSE Financial Planning Group Reviews – Services

Individual Services:

  • Retirement Planning
  • Education Funding
  • Wealth Protection
  • Estate/Tax Planning
  • Investment Management

Business Services:

  • Succession Planning
  • Retirement Plans
  • Company Benefits

DEROSE Financial Planning Group Reviews – Contact Information:

  • DEROSE Financial Planning Group
  • 8755 W Higgins Road, Suite 200, Chicago, IL 60631
  • Phone: (773) 867-3670, (773) 867-3631


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