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  • Only 13% of Waterloo Financial Planners are reliable
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Over 237 reviews for
Waterloo Financial Planners from people just like you.

"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Angie's Answers


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Financial Advising reviews in Waterloo


fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.

I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.

Recently, I had a visit with
Waterloo Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Waterloo Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Waterloo Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Waterloo Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.

Waterloo Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Waterloo Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Waterloo Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Waterloo Financial Planners Provider Name Locked
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Waterloo Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Waterloo Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Waterloo Financial Planners Provider Name Locked

as your financial planner.
- Michele B.

Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.

Waterloo Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Waterloo Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Waterloo Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.

After getting to know us as a person,
Waterloo Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Waterloo Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.

My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Waterloo Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Waterloo Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Waterloo Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Waterloo, 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



Abigail Tuttle

7733 Forsyth Blvd Suite 1000

Allegiant Group Inc

189 W Clarkston Rd


976 University Dr # A

Allsup Inc

300 Allsup Pl

American Virtual Associates

304 Whitelaw Avenue
East Alton

Ameriprise Financial Inc

825 Maryville Centre Dr

AMG Legacy Planning

10100 W Sample Rd

API Financial Solutions

4600 Executive Centre Pkwy Suite C

Appraisals by Brian Lucas

520 E Lake Dr


8124 Big Bend Blvd.

Bauer Kloeckener Roesch Appraisers

304 South 52nd Street

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Country Financial

239 Chesterfield Ind Blvd

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr



Edward Jones

14278 Ladue Rd

Freyman CPA, P.C.

40 Exchange Place

IRS Tax Help Team

1201 S Beach Blvd

JBL Financial Services Inc.

7710 Carondelet Ave. Ste 333

Money Concepts

5600 Mexico Rd Ste 1



Open Mortgage, LLC

3701 N St Peters Pkwy

Patent Law Office

763 S New Ballas Rd

Pemberton Financial

100 Chesterfield Business Parkway

Primerica Financial Services

11600 Adie Rd # 200

Renaud & Company LLC

793 W. Terra Lane

Reverse Mortgages By Diane

1401 Brentwood Boulevard

S P Johnson Group

2025 Delaware Ave

State Farm Insurance - Travis Hesser Agency

13603 Barrett Office Dr Suite 102



Terrel Financial Group

12977 North Forty Dr., Ste 110

United Gold Direct

2945 Townsgate Road

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