Loria Financial Group

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 8:30 am - 4:30 pm

25 Years

in Business

Accredited

Business

(630) 887-4404Call Visit WebsiteVisit Website Map & DirectionsDirections7500 S County Line RdBurr Ridge, IL 60527 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:30 am - 4:30 pm
Fri:	8:30 am - 1:30 pm

Places Near Burr Ridge with Financial Planning Consultants

Downers Grove (5 miles)
Hinsdale (6 miles)
Westmont (7 miles)
Oak Brook (9 miles)
Woodridge (11 miles)
Palos Heights (14 miles)
Oak Lawn (14 miles)
Bolingbrook (14 miles)
Berwyn (14 miles)
Lisle (14 miles)
Orland Park (14 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (630) 887-7895

Fax: (630) 887-7895

Payment method

master card, debit

AKA

Loria Financial Group LLC

MPS Loria Financial Planners, LLC

MPS Loria Financial Planners

Other Links

http://www.mpsloria.com

https://www.mpsloria.com/team

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (630) 887-4404

Address: 7500 S County Line Rd, Burr Ridge, IL 60527

Website: http://www.mpsloria.com

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Loria Financial Group

Tax Services
Sharon has over 35 years experience providing public accounting and tax services. She began working with MPS LORIA in 2000 and applies her understanding of the firm’s internal processes to prepare the financial reports for internal, tax, and government compliance.
Income Tax
Mike Gillespie is currently leading the Private Wealth Planning division at MPS LORIA. Mike is an Accredited Investment Fiduciary or (AIF®) who has over twenty years of experience in the financial services industry including Financial Advisor, Income tax preparation, personal and commercial banking. He also spent 11 years supporting custody and clearing at two of the largest S&P 500 clearing firms. Mike draws on his deep financial services background to provide holistic planning solutions to client’s unique needs.

Investment Management
Kenneth G. Daemicke joined the firm in 1999 as a Financial Advisor and Registered Representative of LORIA Financial Group, LLC. He assists individual and corporate clients with investment management recommendations and implementation. Ken applies a disciplined approach to help clients achieve financial security as part of long range planning. He believes the greatest formula for personal success is to help others achieve success and takes pride in watching client’s enthusiasm when they acknowledge their long-term goals are being attained.
Mutual Funds
MPS LORIA is 100% independent, offering clients access to most investment choices creating “Best of Breed” strategies within client portfolios. Your portfolio will utilize both active and passive strategies through Mutual Funds, Exchange Traded Funds (ETFs) and Individual Stock and Bond Separate Accounts. Our focus is on low expense, no commission strategies using some of the largest custodians in the industry to hold your assets. Through routine Investment Committee meetings we provide both initial & on-going monitoring on investment strategies and portfolio construction along with detailed allocation and performance reporting.
Wealth Management
MPS LORIA was established in 1999. Founder and Managing Member Rick Loria’s vision for assisting clients aided him in creating a team of professional advisors to provide clients with objective advice on their financial needs. We have grown to a mid-sized wealth management firm offering the high-quality services of large firms but with a personal client-centric approach. At MPS LORIA we work as a team, allowing us to form deeper relationships with our clients as well as promoting passion and loyalty by our employees. Trust is earned, not given and our team works everyday to earn our client’s trust and we continually evolve to meet and exceed the needs of our clients.

Accounting Services

Financial Planning
Rick Loria is the Founder and Managing Member of MPS LORIA Financial Planners, LLC. As the Managing Member, Rick is responsible for day to day firm supervision and strategic growth development. He is also a Senior Financial Advisor providing comprehensive financial planning services to clients and takes pride in building strong client relationships.
Retirement Planning
Long Term Care
Asset Management
Being 100% independent has advantages for our clients in that we do not have an agenda regarding what strategies or managers we utilize. Each quarter we hold an Investment Committee meeting where we utilize the services of a large, established research firm to confirm proper portfolio construction as well as a comprehensive review of each manager and strategy in the portfolio. Relative to the industry, this approach of blending active and passive strategies allows us to minimize expenses to clients but still gain opportunities through proven active managers.
College Funding

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