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8:30AM - 5PM
560 Green Bay Rd #200, Winnetka8:30AM - 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.“
9AM - 5PM
707 Skokie Blvd # 600, Northbrook“Dan's financial knowledge has made our retirement free from any monetary woes. My only regret is that we didn't know Dan twenty years before we retired!“
8AM - 8PM
7101 N Cicero Ave #108, Lincolnwood“W'eve been working with William. Patient. Knowledgeable. Flexible. Available. PHENOMENAL.“
9AM - 5PM
909 Davis St #500, Evanston“Zak has been our financial advisor for the past 4 years and we feel very confident in his abilities to direct us in the correct financial path for our needs. He always keeps us informed, and is always looking for ways to enhance our portfolio.“
8AM - 5PM
450 Skokie Blvd #507, Northbrook“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family. They are thorough and timely with follow ups, reminders, and answering questions. I highly recommend the team at Schmidt to help navigate the complexities of life insurance planning. They are good people who truly care about their customers.“
“Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed away. She was extremely helpful, professional & made just one of many transactions I dealt with following my sister's passing. I believe you would find her quite helpful with your financial investments.“
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