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Financial Advising reviews in Chicago

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  • He was very nice, very professional and very very honest. I would recommend him but he sells financial instruments for a different financial company. So legally he can't advise me on what I was needing. So nothing wrong at all and I was delighted with him. But I just couldnt do business with him.
    - ANNE B.
  • We work with Provider name locked. through their North Michigan Avenue office (and on-line). Provider name locked. is our financial planner and has been for the past 5-6 years. Provider name locked. is hard-working, thorough, and always very professional.  Provider name locked. understands that our time is very valuable; he always makes time for us at the end of his normal workday, so that we're able to wrap up our workdays before coming over to see him.  Provider name locked. has been very easy to work with in general - We not only have our financial planning through Provider name locked. but also our primary banking (through Provider name locked. Bank, primarily on-line), and we have obtained mortgage re-fi's and most recently a mortgage on a new home through Provider name locked.Provider name locked. in general and Provider name locked. in particular have stood by us through some tough financial times the past couple years, always with a smile. I highly recommend them.
    - MICHAEL H.
  • They were very helpful, punctual and made it a great experience. The "other side" was great too, which helped, but Provider name locked. made the whole process pretty painless. Still in the process of working with him on the post-sale stuff, so overall price still TBD.
    - Maren B.
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Financial Advisors in Chicago

Companies below are listed in alphabetical order.
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