Delre & Associates Financial Services
We are Financial Consultants that create value for clients by looking at each customer and business as a unique opportunity with unique financial needs. We are dedicated to providing individuals, families and business owners with the professional attention necessary to help them achieve their financial goals, offering continuous new products and services as their needs change.
We are Financial Consultants that create value for clients by looking at each customer and business as a unique opportunity with unique financial needs. We are dedicated to providing individuals, families and business owners with the professional attention necessary to help them achieve their financial goals, offering continuous new products and services as their needs change. Maria D. Delre, President of Delre & Associates, has more than 25 years experience in the financial services industry. She is a graduate of DePaul University with a Bachelor of Science degree in Accounting as well as a Master's degree in Taxation. Committed to professional education, she has earned the designation of Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Certified Fund Specialist (CFS), Board Certified in Mutual Funds (BCM) and Certified Estate Planning Specialist (CEP). OUR SERVICES We offer a variety of financial preservation and asset accumulation products and services for both individuals and businesses. Our services include life insurance, annuities, investments, estate and retirement planning as well as business employee benefit programs such as group insurance and a variety of retirement plans. Working closely with customers to identify their financial needs, we use these tools to help craft solutions for each client’s situation. Ø Personal Financial Planning Services for Individuals Ø Retirement Planning Ø Estate Planning Ø Tax Planning Ø Risk Management, including Life and Disability Insurance Ø Investment Planning* • Professional Money Managers and Traditional Investment Accounts • Consolidated Account Holdings offered through One View Ø Business Benefits and Valuation • Group Health, Dental and Disability Insurance • Retirement plans, including 401(k), 403(B), SEP and Simple Plans • Voluntary Supplemental Plans • Section 125 Cafeteria Plans
Address: 9721 West 165th Street, Suite 22, Orland Park, IL 60467, USA
Phone: +1 708 995 5150
FAX: +1 708 226 0447
