Health, Life, Variable, Fee-Only Advisor, Registered Investment Advisor
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Schaumburg IL, 60173
The DeLegge family business has been based in the Chicago-land area for over 40 years.
As a nationwide company, DeLegge Financial has a long reputation of providing clients with custom solutions for all their financial needs. At DeLegge Financial Services we specialize in many areas of financial planning, from the most in depth estate plans to basic portfolio review and investment strategies. Our dedicated team of professionals at DeLegge Financial Services can help you create a plan that fits your needs.
Together we can achieve the extraordinary.
DeLegge Financial Services, Inc.
1834 Walden Office Square, Suite 500
Schaumburg, IL 60173
Phone: 847-818-9653 Fax: 847-303-0108
DeLegge Financial Services is proud to offer you a full array of custom tailored plans.
The following list is just a sample of our comprehensive services.
We encourage you to contact us for more information and to discuss your particular needs.
529 Plans and other College Funding Techniques
General Wealth Accumulation Methods
Investment Portfolio Review
Innovative Investment Strategies
Traditional & Roth IRA's
Qualified Retirement Plan Consulting
Profit Sharing Plans
SEP or SIMPLE Plans for Small Businesses
401K, 403B, 457, and other Pension Plan Rollovers
Stocks, Bonds, Mutual Fund and Money Market Accounts
Exchange Traded Funds (ETF's)
Real Estate Investment Trusts (REIT's)
Charitable Gifting Strategies
All forms of Life Insurance and Annuities
Certificates of Deposits (CD's) and Jumbo CD's
Tax Preparation and Audits (Prepared by a Licensed CPA)
Trusts (Prepared by a Licensed Attorney)
Individual and Corporate Health Insurance
*This list is not inclusive of all services provided, however it is meant as a representative sampling of what we can provide for clients.