As the Founder and Chief Executive Officer of DeLegge Financial Services, Larry is a leading authority in the following areas: Estate Planning, Retirement Savings, College Funding, Investment Protection and Portfolio Construction. He started by working in a family operated financial practice that's been in business for over 40 years. He was tutored and mentored as a financial advisor by his father Louis DeLegge - who was responsible for training over 600 associates during his career.
Larry's professional designations and accomplishments include: Certified Estate Advisor (CEA), Certified Senior Advisor (CSA), FINRA Series 7 Securities Representative, Series 24 Registered Principal and Series 66 Securities licenses. In addition he is a Wells University Graduate and holds Life/Health insurance licenses nationwide. In 2002 Larry founded the National Society for Wealth Preservation, an organization dedicated to maximizing and retaining our client's capital. Before serving as a financial advisor, Larry served his community for 6 years at the local police department. He grew up in the northwest suburbs of Chicago. His personal interests include spending quality time with his two children, remaining actively involved in his religious community, riding his Harley and cruising in the family classic 1967 Mustang.
The DeLegge family business has been based in the Chicago-land area for over 40years. As a nationwide company, DeLegge Financial has a long reputation of providing clients with custom solutions for all their financial needs. At DeLegge Financial Services we specialize in many areas of financial planning, from the most in depth estate plans to basic portfolio review and investment strategies. Our dedicated team of professionals at DeLegge Financial Services can help you create a plan that fits your needs.
Together we can achieve the extraordinary.
Specialties include: Retirement Planning, 529 Plans, Innovative Investment Strategies, Investment Portfolio Review, Estate Preservation, Traditional & Roth IRA's, 401K, 403B, 457, and other Pension Plan Rollovers, SEP or SIMPLE Plans for Small Businesses, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETF's), Real Estate Investment Trusts (REIT's), Charitable Gifting Strategies, Life Insurance and Annuities, Certificates of Deposits (CD's), & Individual and Corporate Health Insurance
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