Symmetry Financial Advisors

Financial Planners

6833 Stalter Dr # 201, Rockford, IL 61108
(815) 420-4404
facebook instagram facebook instagram

Reviews for Symmetry Financial Advisors

Write a review
  • Feb 2024

    I met Nick when he was just starting business by going door to door to introduce himself and what he did. I didn't give him my business right away but he kept in contact with me. the place I had my investments were not returning my calls so I got in touch with Nick and went to speak with him. He answered my questions and I gave him a portion of my money to invest and told him if I didn't like what he did I would take it back. Well after a year I was so impressed with what he did for me and how he kept me informed about what was happening that I took all of my money and investments to him. I am grateful for his interest in my needs for retirement and how I can succeed...read full review

  • Nov 2023

    Nick and his staff are 100% ontop of their game. Nick has been my financial advisor for abou 20 years now and his advice on guiding my wife n I to a very comfortable retirement has been very successful and informative. He is very knowlegable and keeps you in formed w/ ideas and investment strategies on a regular basis. You will never find another investor that is more caring and genuine as Nick Kloster. He gets a perfect 5 STAR rating from us.

  • Aug 2023

    I have been with Symmetry Financial for over a year now and I am extremely pleased with the service we have received. Nick Kloster has been very knowledgeable, straightforward and trustworthy in managing our portfolio. And the staff has also always been courteous and prompt in meeting each of my lesser clerical needs.I would definitely recommend Nick and his team.

From Symmetry Financial Advisors

-We are financial advisors providing life-centered financial planning and investment management for busy professionals, pre-retirees, and those already enjoying retirement. -Because we are independent, we are not obligated to use particular products, and following fiduciary standards we are required to act in the best interest of our clients. -Please visit our website to learn more and schedule a phone consulation. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third-party posts foudn on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 6PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Symmetry Financial Advisors

6833 Stalter Dr # 201, Rockford

Directions Appointment Call Website Suggest an Edit