Financial Planners near Oak Brook

“Bill Geiger is one of the most trusted names in the Financial Planning space in the Chicago area. He has worked with our family for three years and we are extremely happy with our results. Bill is a great listener and talks with you, not at you. I highly recommend Geiger Wealth Management, if you are seeking financial advice.“

“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 highly recommend Larry. His commitment to his clients is unmatched, and he always has my best interests in mind.“

“Ranjit and his team at UWS combine RIA and Financial Planning Services in a dedicated, methodical synergy all whilst maintaining clear and open lines of communication at all times- highly recommend“

“On behalf of Merilynne Sorgatz: Carla Sneedeen is an excellent Thrivent representative. She is very accommodating and easy to work with. She answered all my questions.“

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