Financial Planners near Cary

“We met Stephen Smith at the Schaumburg, Illinois office. My wife and I want to thank you for helping us navigate us through social security issues but most importantly for transitioning us financially for an out of state move and retirement planning.You took the time to get to know our expectations, needs and suggestions options for the resources we had. You patiently ran through various scenarios and gave us confidence to make good decisions. We just cannot say enough about your outstanding attention to detail and quickness in responding back to our emails and phone calls. You are the MVP on our team and we are so happy we chose you as our confidant and advisor. We highly recommend you and your team to anyone. You always had solutions for us and are so happy with your service.“

“I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins and Bill Atkins with Atkins and Associates in Deerfield and cannot rave enough. Not only are they quick, thoughtful and efficient, they are also the smartest guys in finance I’ve ever worked with. The formulas and algorithms they use are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guys in town!“

“I love working with Matt McCormick. He always keeps me posted, is willing to share new options and is never pushy about services. It’s great to have such a trusting relationship in an area that demands nothing less.“

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