Financial Planners near Lincolnwood

“W'eve been working with William. Patient. Knowledgeable. Flexible. Available. PHENOMENAL.“

“Tom and his team were great. They were responsive and thorough throughout the entire process. I would highly recommend Anderson Financial Group, specifically Thomas Vogelzang and his team.“

“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.“

“Dan's financial knowledge has made our retirement free from any monetary woes. My only regret is that we didn't know Dan twenty years before we retired!“

“Peter has helped us clarify our goals and by doing that our entire financial plan has come into sharper focus. He is easy to talk to, very responsive to emails, has a flexible schedule for calls and is able to advise specific to our case and give us general market and world advice. We have used him for years and I highly recommend him to all.“

“Carla Snedden has been extremely helpful to me. She has spent many hours trying to help me make decisions about my financial future. She has given me excellent ideas and has guided me with sound advice. I trust her and believe in her ability to help her clients.I am thankful that Carla is my Thrivent advisor.“

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“I've been working with Chris Everett for the past few years to plan my retirement strategy. Her practical approach, vast knowledge and pleasant demeanor has helped me make decisions I wouldn't have considered had I not had the benefit of her counsel. Now I feel confident I can realize a sustainable retirement and will be forever grateful to Chris for her help. If you're looking for sound financial advise and someone who will keep your best financial interests in focus - she's your gal.“

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“Zak has been our financial advisor for the past 4 years and we feel very confident in his abilities to direct us in the correct financial path for our needs. He always keeps us informed, and is always looking for ways to enhance our portfolio.“

“We have been working with Lestna Retirement for two years now. When we initially reached out to Vitaly, I had an expectation that his efforts would be geared more towards my husband’s finances who at that time was making 95% of our family's income. However, to my surprise, Vitaly firmly took hold of both of us. As a result, I became much more conscious of my business and developed a taste for contributing more to our family's income.Now, my business and income are growing, taxes and business processes are optimized, and our family finances are under control. This is largely due to the continuous work with Vitaly.“

“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family. They are thorough and timely with follow ups, reminders, and answering questions. I highly recommend the team at Schmidt to help navigate the complexities of life insurance planning. They are good people who truly care about their customers.“

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