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Disera Financial Planning

Headquartered in JOLIET, IL

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Firm Information

Disera Financial Planning is a financial planning firm with 1 licensed agent and 1 investment advisory function. The firm manages approximately $5,438,437 in assets for 95 clients. They provide financial planning services, portfolio management for individuals, and other services including insurance, bookkeeping, and expert witness services.

Disera Financial Planning

$5.44M

Assets Under Management

26

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, bookkeeping, expert witness

Insurance, bookkeeping, expert witness

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

Branch Locations (1)

DISERA FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

JOLIET, IL

Advisors at Disera Financial Planning

View All 1 Advisors
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Denise Sally Disera

RA

JOLIET, IL

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Disclosures

There are no public disclosures for Disera Financial Planning.

Frequently Asked Questions (6)

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