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Copperwood Financial, Inc.
745 McClintock Dr Ste 308, Burr Ridge
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745 McClintock Dr Ste 308, Burr Ridge
Directions Call Website Suggest an Edit
Larry has been my financial advisor for about 8 years, beginning while I was working and continuing on now that I'm retired.
I was handling my own investments before I met Larry, and things were going well. After meeting with him I realized there was so much more to think about with my investments.
He has guided me through Roth conversions, tax planning, IRA withdrawals, Social Security strategies and more.
He is always available, and promptly replies back to my questions. He has a common sense approach to managing my money, and he has my full confidence. Plus he's an entertaining guy to talk with!
I... read full review
As a CPA firm we are always striving to get the best outcomes for our clients. Knowing that we are experiencing the same quality we like to provide to our clients is gratifying. Larry is intuitive, professional and entertaining individual. We will continue to use his services, and refer him as our top financial advisor.
Larry Gatz is not my first financial advisor, but he has earned my trust and I see no need to look any further. Larry has always been available, takes the time to answer your questions, listens to your concerns, and most importantly delivers recommendations and investment strategies that meet your needs. I couldn’t be happier, and it is an awesome feeling to be able to be confident that my retirement will be well funded and comfortable. Appreciate everything Larry has done for us.