Financial Planners near Lincolnwood

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

“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!“

“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.“

“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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“We came in with a fairly complex situation and a lot of open questions.

Vitaly took the time to really understand what we're trying to accomplish and explained things in a way that actually made sense to us. We never felt rushed, and every conversation felt thoughtful and well thought out.

For the first time, everything feels intentional. There's a plan behind what we're doing, and we understand why.

It's taken a lot of stress off our plate.“

“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.“

“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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