Norridge Financial Planners

in Norridge, IL

179
Financial Planners are
in Norridge

13
Financial Planners in Norridge
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Norridge Financial Advising Articles

Financial Advising reviews in Norridge

A

Rating
I have worked with
Norridge Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Norridge Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Norridge Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Norridge Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Norridge Financial Planners Provider Name Locked
,
Norridge Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Norridge Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Norridge Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Norridge Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Norridge Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Norridge Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Norridge Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Norridge Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Norridge Financial Planners Provider Name Locked
notified me that since
Norridge Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Norridge Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Norridge Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Norridge Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Norridge Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Norridge Financial Planners Provider Name Locked
. (
Norridge Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Norridge Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Norridge Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Norridge Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Norridge, IL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G M Investment Group

24W671 Woodcrest Dr
Naperville

AAA - Lincoln Park

2121 N Clybourn Ave
Chicago

AAA - Michigan Avenue (Chicago)

307 N Michigan Ave #104
Chicago

AC-U-TAX ACCOUNTING & TAX SVC

1300 E IRVING PARK RD
Streamwood

ACCOUNTEQUE SERVICES INC

2507 Dundee
Northbrook

ace Debt Consolidation

16 Douglas Avenue

Adage Accounting

350 S Schmale Rd Ste 160
Carol Stream

Adage Accounting Inc.

350 S. Schmale Road Ste 160
Carol Stream

Affinity

1005 W Lake St
Addison

AGT The Safe Money People

5009 Oakton St.
Skokie

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl
Belleville

American Virtual Associates

304 Whitelaw Avenue
East Alton

AMG Legacy Planning

10100 W Sample Rd

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee

Baranowski Insurance Agency

1467 Joliet street

BELL ASSOC CPA

8 S MICHIGAN #2016
Chicago

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago

Boost Credit 101

3773 E Cherry Creek N Dr

Brown CPA Group, Ltd.

630 Dundee Rd Ste 100
Northbrook

Bruce Beddard Mortgage Team

44 Kingsport Dr
Schaumburg

Charles Stewart Agency

1016 W Jackson Blvd.
Chicago

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights

Citibank

Chicago

CM Financial & Family

411 W Cuba Rd
Barrington

COCALAS WESTBERG MOMMSEN & CO

60 ORLAND SQUARE DR
Orland Park

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street
Chicago

COUNTRY INSURANCE & FINANCIAL

4708 N MILWAUKEE AVE
Chicago

COUNTRY Insurance & Financial Services

2835 W 95th St
Evergreen Park

CROSSROADS ESTATE PLANNING

PO BOX 275
New Lenox

Daly Investment Management

180 N LaSalle St Suite 3700
Chicago

Daniel Castino

5215 Old Orchard Rd
Elk Grove Village

David Kujawa, OnPath Financial

100 Illinois St.
St. Charles

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove

Digital Check Corp.

630 Dundee Rd., Suite 210
Northbrook

DiSera Financial Planning

810 Diamond K Ln
Joliet

Dunlap Wealth Management Group

14074 Trade Center Dr

Earthmover Credit Union

2195 Baseline Rd
Oswego

Eide & Eide, CPAs

3 S Greenleaf St
Gurnee

ELB Mortgage Brokers Inc

1240 Meadow Rd
Northbrook

Elite Payment Processing

1078 heritage hill dr

Epoch Appraisals LLC

262 E Drury Ln
Barrington

F5 Financial Planning

4003 Heron Ct
Naperville

Farmers Insurance

341 N Independence Blvd
Romeoville

First Financial Merchant Services

216 Sophia Street
West Chicago

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

40 Exchange Place

GAMBLE FINANCIAL SERVICE GROUP

900 RIDGE , RD
Homewood

Gay-Cierge

Chicago

Generic Trade Futures & Options

210 Skokie Valley Rd
Highland Park

Giacalone Farmers Insurance

509 W Main St
Dundee

Gold Debt Consolidation

111 East Galena Boulevard

H & R BLOCK INC

444 N MICHIGAN AVE
Chicago

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Healthcare Services of Illinois

8770 W. Bryn Mawr Ave, Ste. 1300
Chicago

Homeowners Defense Solutions

8057 Daniel Dr.
Justice

Hope credit solutions

2630 Flossmoor Rd

iBank

3090F Pullman St

ING Financial Partners

230 W Monroe St
Chicago

Intrinsic dm2

4C S 6th St
Geneva

IRS Tax Help Team

1201 S Beach Blvd

ISIS Wealth Management, Ltd.

10760 W. 143rd Street
Orland Park

JAH Financial Consultants, Inc

Post Office Box 5586
Chicago

JAMES J MATOUSEK CPA LTD

1800 E Northwest Hwy
Arlington Heights

JAMES R VANDE LOGT

8600 W. BRYN MAWR AVE
Chicago

JAMES T. BORELLO & CO.

151 DUNDEE AVE
Dundee

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5
Chicago

Kim Michael-Lee,CPA

Bloomingdale

King Financial Group LLC

2986 Bryn Wood Dr

LA SALLE FINANCIAL

77 S DEARBORN ST
Chicago

Lenox Advisors

1 N Franklin St
Chicago

Lifestyle Financial Services, Inc.

445 S Halsted St
Chicago Heights

LNR Insurance Services

1126 W. Algonquin Road
Lake In The Hills

Long Financial Planning

1200 N Ashland Ave
Chicago

Lowell, Blake & Associates

141 Tremont Street

M & M PROFESSIONAL SERVICES INC

3258 W LAWRENCE AVE
Chicago

Marchand & Co CPA's PC

2003 Southern Blvd SE

Maxam Assurance Agency, Inc.

85 W. Algonquin Rd.
Arlington Heights

MBE Financial Group

2 Prudential Plaza, 180 N Stetson
Chicago

MC Associates & Developments

2621 W. Greenwood Avenue
Waukegan

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103
Plainfield

MICHAEL FRIEDLAND LTD

1110 E LAKE COOK RD
Buffalo Grove

MICHAEL J ADAMSKI LTD

9944 S ROBERTS RD
Palos Hills

Micrologic

47 West St. Andrews lane
Deerfield

NAGEL & ASSOCIATES

600 Enterprise Dr
Oak Brook

Nationwide Billing & Consulting

4836 S Linder Ave
Chicago

Nationwide Student Aid

333 N Oakley Ave
Chicago

New York Life Insurance Company

3010 Highland Parkway Ste 700
Downers Grove

Northpoint Financial Group

27575 Ferry Road
Warrenville

NORTHWESTERN MUTUAL FINANCIAL

1475 E WOODFIELD RD
Schaumburg

NOTARY PUBLIC ASSOCIATION OF IL

PO BOX 1101
Crystal Lake

OMEGA TAX & ACCOUNTING

PO Box 1572
Robbins

OPTIMO ACCOUNTING SOLUTIONS

1805 N. 19TH AVENUE, STE 2E
Melrose Park

Partners Wealth Management

1700 Park Street, Suite 200
Naperville

PayArct Payroll

Schaumburg

Pinpay Online

2018 University Dr
Naperville

Plante & Associates Inc

80 McDonald Ave
Joliet

Polaris

19511 Governors Hwy
Flossmoor

Preferred Tax Solutions, Inc

840 E 87th St
Chicago

Prem Tax & Accounting

4260 Westbrook Dr.
Aurora

Premier Financial Services Inc

206 1/2 W State Street
Geneva

Primerica Financial Services

1100 Sheridan Rd
Winthrop Harbor

PROFESSIONAL MORTGAGE PARTNERS

600 HART RD
Barrington

Qazi Law Office

Two MidAmerica Plaza Rte 83 & 22ND St
Villa Park

R Hill Enterprises, Inc.

PO Box 6464
Aurora

RAYMOND J BUSCH LTD

13011 S 104th Ave Ste 200
Palos Park

RED HOUSE DEVELOPMENT INC

3736 N JANSSEN
Chicago

Renovo Financial, LLC

1016 W. Jackson Blvd, Suite 316
Chicago

Rick M Schadeck Agency dba RDR Ins Svcs

125-7 E State Road / PO Box 185

RJ Augustine and Associates, Ltd. CPAs

999 Plaza Drive
Schaumburg

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

S P Johnson Group

293 Mulberry St

SagePoint Financial

2530 Crawford Ave
Evanston

Sebold Capital Management

400 E. Diehl Rd.
Naperville

Security One Lending - Reverse Mortgage

777 Lake Zurich Road
Barrington

Shoals Debt Management

P.O. Box 644
Zion

Short Term Cash Advance

10334 S. Harlem
Palos Hills

Smarter Will

One Overlook Point
Lincolnshire

SMITH BARNEY LYNCH/MCPEEK GROUP

2700 Patriot Blvd
Glenview

State Farm Insurance

1526 E Hintz Rd
Arlington Heights

State Farm Insurance - Christine Altieri Agent

1133 Weiland Road
Buffalo Grove

State Farm-The Matt Mitchell Agency

9140 N Waukegan Rd
Morton Grove

STREAMLINE FINANCIAL SERVICES

27575D Ferry Rd
Warrenville

Tania Y. Ramirez State Farm Agency

3223 W. Lawrence Avenue
Chicago

Tarko Property Group Inc

5757 W 95th St
Oak Lawn

Team Rhino Lending.com

43 East Crystal Lake Avenue Suite C
Crystal Lake

The David Agency Insurance, Inc.

385 N York Rd
Elmhurst

The Dolins Group, LTD.

425 HUEHL RD
Northbrook

The Music CPA

101 West 22nd Street
Lombard

The Price Futures Group, Inc.

141 W Jackson Blvd
Chicago

The-Option-Coach.com

612 S Laflin St
Chicago

Third Lake Financial Corporation

34500 N Us Highway 45
Lake Villa

Thomasco & Associates, Ameriprise Financial, Inc.

1375 E. Woodfield Road
Schaumburg

Thompson Benefits

2711 Freeland Cir
Naperville

Thrivent Financial for Lutherans

1411 Opus Pl
Downers Grove

TLG Properties LLC

904 Longmeadow Ct
Barrington

Trenholm Debt Consolidation

404 South Clark Street

United Gold Direct

2945 Townsgate Road

VERMILLION FINANCIAL ADVISORS

16 EXECUTIVE COURT
Barrington

Vertical Systems Analysis

307 West 36th Street

WealthCare Advisors, LLC

10 N. Martingale Road
Schaumburg

Weiss Insurance Agencies

31W680 Army Trail Rd.
Wayne

Wilson Rogers & Company, Inc.

2055 W. 95th St.
Chicago

World Financial Group

1000 Jorie Blvd
Oak Brook
Norridge Zip Codes

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