
Dale Stern
Senior Financial Advisor
Address
Dale Stern
50 North Brockway
Palatine, IL 60067
Languages
English
Languages
English
About Me
Dale is a Senior Financial Advisor with over twenty-five years of experience currently serving the Palatine and Inverness areas. Dale helps clients see beyond their immediate financial situation and create a holistic plan for managing their moneyânot just today, but throughout their retirement.
Prior to joining the BMO team, Dale worked on the Advisory Council on Gift Planning committee at Northwest Community Hospital, in Arlington Heights, Illinois. He holds a series 7 securities license, along with his life insurance license.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management