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Finance Advising reviews in Des Plaines

  • F
    Waddell & Reed Inc
    Money was badly invested into bond mutual funds causing me to lose over $6000.00 of principal. I was assured by Michael Heatwole that the return would be better than the existing investment in the Vanguard Wellington fund. During the 6 month period the Wellington fund gained about 3% while the Waddell investments gained less than 1%. In addition, I had a large sum held in cash that Waddell charged me 1% without my knowledge. When I asked Michael if I was being charged a fee on my cash he admitted he had failed to tell me this. He then stopped all communication with me and Waddell s corporate compliance wrote me to tell me that I should have read the fine print.
    - Thomas O.
  • A
    Edward Jones
    Will’s memory about my account is extraordinary! He keeps my informed without calling me unnecessarily. He knows that I am conservative with my approach, and he always steers me in a direction in keeping with this philosophy. I think his service is valuable.
    - Bonnie P.
  • A
    Edward Jones Financial Co
    Very well done. Derek is very knowledgeable, professional, responsive, flexible, and patient.
    - Thomas O.
  • A
    Betavisor, LLC
    - Kristina Z.
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Financial Advisors in Des Plaines

Companies below are listed in alphabetical order.

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