Financial Planners near Lincolnwood

“If you are looking for knowledgeable, trustworthy and the utmost best in financial services would recommend Armor Wealth. I have been working with William for years and continua to do so even after moving out of state. I can not recommend them any higher. Highly specialized in physician services.“

“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.“

““

““

““

““

““

“I’ve worked with Chris Everett at Everett Wealth. I had the please of meeting in 2023. It has been a fantastic experience. Her guidance has made a significant impact. Chris and her team consistently go above and beyond. Be prepared to experience real transformation- from the inside out.“

““

“Zachary Steinhandler is an outstanding financial professional who has guided my family toward sound investment decisions that have proven to be very profitable. What sets him apart is his personal, attentive approach and his engaging manner, which make working with him both reassuring and enjoyable.“

“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.“

““

“Very responsive. Excellent advice on investments and taxes. Highly knowledgeable team.“

“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.“