Years of Experience
Families & Clients Served
Comprehensive Services
Founded by Deepen Modi, Modi Financial Group brings over 25 years of experience in the financial services industry. Our team supports clients with administrative and operational support, with a focus on client service and process-driven solutions.
At Modi Financial Group, we offer guidance and education in the following areas:
Our team draws on 25+ years of financial services experience to provide reliable and well-structured guidance.
We help structure financial options to fit each individual’s investment objectives, retirement needs, and risk preferences.
From fixed income and investing to planning and protection — we offer insight across all key categories.
From goal-setting to ongoing guidance, here’s how Modi Financial Group helps you move forward with confidence:
Start Your PlanWe begin by identifying what matters most—retirement, college funding, wealth transfer, or lifestyle milestones.
Your advisor crafts a strategy tailored to your timeline, risk profile, and evolving financial situation.
We continue optimizing your plan through every life stage with proactive check-ins and transparent advice.
Modi Financial Group offers structured services tailored to individuals, families, and business owners seeking clarity in financial decision-making.
View All ServicesWe offer a wide range of investment options tailored to your goals, including alternative investments, high-yield municipal and corporate bonds, CDs, and access to NYSE and NASDAQ stocks, foreign markets, and mutual funds. Our advisors will work closely with you to identify the right mix for your risk tolerance and long-term strategy.
Absolutely. We specialize in IRA and IRA rollover accounts, as well as 401(k) and pension transfers. Whether you’re changing jobs or retiring, we’ll help you transition your retirement funds smoothly and strategically with minimal tax impact.
Yes. We provide business owners with tailored solutions, including 401(k) and profit-sharing plans, business checking accounts with competitive money market rates, and succession or estate planning services designed to protect and grow your company.
With over 25 years of experience, we combine institutional-level knowledge with a personalized, client-first approach. We prioritize transparency, loyalty, and trust—building relationships that last across generations, not just transactions.
Our firm helps protect your legacy through customized estate planning and insurance strategies. This includes annuities, life insurance, and planning tools to help minimize taxes, distribute assets effectively, and ensure your family’s financial security.
Yes, we offer 529 College Builder Plans that allow families to save for education with tax advantages. Our advisors will walk you through the options to help you choose the best path for your children or grandchildren’s future.
It’s easy to get started. Simply call us at (312) 320‑0988, email dmodi@modifinancialgroup.com
, or visit our Glenview office. We’ll arrange a free, private consultation to discuss your financial goals and how we can help you reach them.
At Modi Financial Group, we’re proud to serve individuals and families with tailored financial planning and personalized advice. Our clients’ trust and success are at the heart of everything we do.
The testimonials presented are provided by current or former clients and reflect their personal experiences and opinions about our services. No compensation was provided for these testimonials. These testimonials are not representative of all client experiences and should not be considered as guarantees of future performance or success. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. Individual results may vary based on personal circumstances, risk tolerance, investment objectives, and market conditions.
Ready to take the next step toward a more confident financial future? Contact our team today and let us build a strategy tailored to your goals.
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