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BestProsInTown

Financial Planners near Oak Brook

Financial Planners near Oak Brook picked by BestProsInTown

6 businesses

Geiger Wealth

Geiger Wealth

1900 Spring Rd #104, Oak Brook

Sun Closed

4.5 26 reviews

“Bill is the consummate professional. I've met many of his clients through the years that I've been working with him and they're the happiest folks you'll meet. What's more, they seem to have a genuine relationship with Bill.”

Northwestern Mutual Oak Brook Office

Northwestern Mutual Oak Brook Office

700 Commerce Drive Ste 201, Oak Brook

Sun Closed

5.0 1 reviews

“I genuinely enjoy working in this building. It is always exceptionally clean, and the entire support staff especially the engineering team is outstanding. When I relocated my office from Rosemont, they went above and beyond to help get everything set up and make the transition seamless.

What makes this place especially unique is the sense of community. Whether you work for Ford, CBRE, Northwestern Mutual, or another company in the building, everyone is made to feel like part of the same team. The staff organizes morale-building events for the entire building, creating a welcoming and energetic atmosphere.

Add in the great cafeteria, beautiful outdoor patio, and plenty of convenient parking, and it is truly an excellent place to work. There is simply a really cool vibe here and the people are what make it special.”

Copperwood Financial, Inc.

Copperwood Financial, Inc.

745 McClintock Dr Ste 308, Burr Ridge

Sun Closed

4.9 7 reviews

“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.”

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