Financial Planners near Oakbrook Terrace

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“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.“

“I have worked with Bill Geiger for over 2 years now, Bill is an honest businessman who cares about other people and is devoted to helping others. Geiger looks to the needs of people looking for Financial Guidance and helps out accordingly for each of his clients specific needs. If your looking for Financial advice I would recommend Bill Geiger to be your source.“

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“They took the time to understand my goals, explained everything clearly, and provided a plan that gave me real confidence in my financial future.“

“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“

“I would recommend Micheal Cirelli to anyone that’s interested in financial planning! He definitely helps you every bit of the way and goes above for you!“

“Excellent financial advisor who is well versed in a variety of investment vehicles & strategies.“

“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.“