About Devries Financial Group Inc
Devries Financial Group Inc is an independent financial services and wealth management firm founded in 1997. We provide advanced wealth, retirement and estate planning solutions for higher net worth clients and owner/manager businesses professionals. Our corporate philosophy is one of wealth protection and estate preservation.
Our principles reflect the highest ethical and professional standards. We couple this with outstanding, personalized customer service — to help you define your tomorrows...and set a confident course for the future.
Our ideal client is typically an owner/manager, professional, or high net worth individual. We focus on integrating and coordinating all aspects of their financial planning. Our goal is to make our clients' financial reports comprehensive and clear.
Our Mission Statement:
- To be an organization recognized for its excellence and dedication to the development of creative tax, estate and wealth management solutions for owner-managed businesses and high net worth clients
- To adhere to the highest ethical, educational, and professional standards
- To deliver outstanding personalized customer service
- To raise industry standards by dedicating ourselves to being developmental leaders within our profession
- To be an organization that fosters opportunity for each member to excel, flourish and succeed within a dynamic team environment