The Dala Group 2815 Forbs Avenue, Hoffman Estates, IL 60192
About the Business
The Dala Group is a finance institution located at 2815 Forbs Avenue, Hoffman Estates, Illinois, United States. Specializing in Wealth Management and Financial Planning for Retirement and Beyond, we offer services to help you care for your loved ones today, tomorrow, and beyond. Our team will create a personalized plan for your finances, taking the stress out of managing complicated data, analytics, and investment portfolios.
At The Dala Group, we believe in good stewardship leading to financial freedom. We start by reviewing your financial situation and then work with you to plan for the unexpected, efficiently manage your investments, and design a blueprint for your future. We are committed to guiding you towards the lifestyle you desire and the legacy you want to leave.
Our services are tailored to individuals with beginning investment balances ranging from $1,000,000 to over $3,000,000. We offer competitive annual fees based on your investment balance, and transaction fees are covered by The Dala Group.
Whether you are preparing for retirement or making other financial decisions, our team is here to help. We believe that dreaming about retirement should be enjoyable, and we are dedicated to helping you make informed decisions for your family's future.
Sign up for financial planning insights from The Dala Group and take the first step towards peace and ease around your finances. We respect your privacy and will never sell your information. Contact us today to start building a plan designed for your unique challenges.
Photos
Location & Phone number
2815 Forbs Ave, Hoffman Estates, IL 60192, United States
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
09:00 - 12:00
Sunday:
Closed
Reviews
"Exceptional Financial Planning Services - Highly Recommend! I’ve had the pleasure of working with the Dala Group for my financial planning needs, and I couldn’t be more impressed with their professionalism, expertise, and dedication to their clients. From the moment I reached out, their team was attentive, responsive, and genuinely interested in understanding my financial goals and aspirations. Their comprehensive approach to financial planning sets them apart. They took the time to assess my current financial situation, clearly explained various investment options, and developed a customized plan tailored to my needs and risk tolerance. Their insights and recommendations have been invaluable in helping me make informed decisions about my finances. What truly stands out about the Dala Group is their commitment to client satisfaction. They go above and beyond to ensure that their clients are well-informed and supported every step of the way. Whether I had questions about my investment portfolio or needed guidance on retirement planning, they were always available to provide expert advice and guidance. Moreover, their integrity and transparency are commendable. I appreciate how they prioritize transparency in their fee structure and are upfront about any potential risks associated with investments. It’s evident that they prioritize their clients’ best interests above all else. Overall, my experience with the Dala Group has been nothing short of exceptional. I wholeheartedly recommend their services to anyone in need of trustworthy and reliable financial planning guidance. With their expertise and dedication, I feel confident in my financial future. Keep up the fantastic work!"
"Am a new client of The Dala Group. After the introductory meeting went back to the car said to spouse, "Wow, that was amazing!" I am not given to superlatives, but this company is an exception. We signed on, and are working our way through the process. We thought we were pretty organized, but they are taking us to another level with reviews of insurance coverage, taxes, and methods of charitable giving. I am confident the benefits of working with them will much outweigh the costs."
"Mike and his team have helped to plan our retirement portfolio. They are professional and personal. They fully understand our needs and concerns. The Dala Group has taken a worry out of retirement by providing us with a full understanding of our finances. Easy to get in touch with Mike and his team when needed. Best financial decision we have made."
"Mike and his team at The Dala Group are amazing. I am very grateful for their guidance and excellent communication. They are always so kind and helpful and give me peace of mind when it comes to my finances. I have seen their compassion, first hand, in difficult times and the way they support and celebrate their clients in their joyful endeavors. I would absolutely recommend them."
"We have worked with Mike and his team for many years. He has been a blessing to us by helping us in retirement and make financial decisions to ensure our money lasts. He helped us make some tough decisions about our bed and breakfast as well. I would recommend their team to anyone looking for a true partner."
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