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Edit Business | Balasa Dinverno Foltz
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About Balasa Dinverno Foltz LLC (BDF) is a fee-only, independent private wealth management firm, with offices in Chicago and Itasca, IL. Story At Balasa Dinverno Foltz LLC our mission is simple - we help people make sound decisions to enjoy a full life. And it drives everything we do. • Comprehensive financial planning and investment management • Unbiased, conflict-free investment advice We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of: • Attorneys • Divorce • Insurance Brokers Our dedicated Practice Groups are comprised of experts in these areas, leveraging our real world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. We passionately design and implement customized solutions for building and managing our clients' wealth. The firm's team of professionals includes Attorneys, Certified Public Accountants, Certified Financial Planners, Certified Financial Analysts, and Masters of Business Administration. The firm’s holistic, solution-based approach to wealth management, client service, and our experience have resulted in a 98% client retention rate and ranking as a best places to work and top advisory firm in the country. Past performance may not be indicative of future results. Different investments involve varying degrees of risk. Future performance of any investment or strategy recommended by Balasa Dinverno Foltz LLC may not be profitable or suitable for you or equal historical performance levels. For important disclosure information and BDF’s ADV brochure discussing services and fees, please visit www.bdfllc.com http://www.bdfllc.com/disclosure/ BDF® is Registered in the U.S. Patent and Trademark Office Mission We help people make sound decisions to enjoy a full life.
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