Balasa Dinverno Foltz Llc

Balasa Dinverno Foltz LLC is a financial services firm based in Itasca, Illinois, with 110 employees. The company specializes in comprehensive financial planning and investment management, serving a diverse clientele including business owners, individuals, families, and institutions. They also cater to specific practice groups such as attorneys, divorcees, executives, financial professionals, insurance brokers, and widows. CI BDF Private Wealth prides itself on providing unbiased, conflict-free investment advice. Their team of experts comprises CPAs, CFP® professionals, CFA® charterholders, MBAs, CDFA® professionals, an Attorney, AEP, CEPA, CIMA & CTFA, allowing them to offer a holistic and customized approach to wealth management. BDF® distinguishes itself through its dedication to personalized solutions tailored to each client's unique needs and circumstances. Their comprehensive financial planning services encompass all aspects of a client's life, ensuring a well-rounded and integrated approach to financial well-being. The firm's commitment to exceptional client service has resulted in a 98% client retention rate, solidifying their reputation as a trusted advisor. For further information and to access important disclosure documents, please visit www.bdfllc.com. Additional details regarding CI BDF Private Wealth's services and fees can be found in their ADV brochure.