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9AM - 5PM
Two Mid America Plaza Suite 500S, Oakbrook Terrace8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago“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.“
8AM - 5PM
1900 Spring Rd #104, 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.“
8:30AM - 4:30PM
745 McClintock Dr Suite 308, Burr Ridge“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“
8AM - 5PM
1745 S Naperville Rd #101, Wheaton“Excellent financial advisor who is well versed in a variety of investment vehicles & strategies.“
7AM - 8PM
1101 Kimberly Way, Lisle“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.“
“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!“
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