experience defined

Experience

Over 34 years of institutional investment management experience.

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Contact Us

Chicago Branch

Jewelers Building
35 East Wacker Drive
Suite 941
Chicago, IL 60601
Directions
PH: (312) 854-7020
FX: (866) 385-8998
email us

 

Downers Grove Headquarters

5151 Mochel Drive

5151 Mochel Drive Suite 301
Downers Grove, IL 60515
Directions
PH: (630) 271-0033
FX: (866) 385-8998
email us

Our Company

 

our companyD3 Financial Counselors is a financial consulting firm with a wealth of experience developing detailed financial plans for our clients. We integrate risk-controlled investment management into those plans, to help our clients achieve their goals. Clients hire us for our focus on Ethics, Education, and over 34 years of combined Experience. Using our fee for service business model (hourly, project or asset management), we demonstrate that the benefit of our expertise clearly exceeds the cost for every level of service that we provide.

We serve clients by helping to reduce the uncertainty in their financial future. Our clients tell us that we organize, prioritize and optimize their financial lives. We were featured in Money magazine, where we helped two young doctors put their financial house in order. We recently attended the Barron's Winner Circle conference for the top independent wealth advisors in the country.  We do not sell any products, and we customize our services to meet our client's needs.  Please explore our web site, or call 630-271-0033 to determine if we are uniquely qualified to serve your needs.

Introduction to D3 Financial Counselors

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