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Joliet Financial Planners from people just like you.
A
"Mr. 
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY /investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
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Financial Advising reviews in Joliet
“
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local 3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
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He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.”
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They overcharged by $2079. They told me they were selling precious made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.”
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I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found Cherbonnier.
Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff.
From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family.
Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
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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.
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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!
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All Financial Planners in Joliet, 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
Naperville
AAA - Lincoln Park
2121 N Clybourn Ave
Chicago
Chicago
AAA - Michigan Avenue (Chicago)
307 N Michigan Ave #104
Chicago
Chicago
AC-U-TAX ACCOUNTING & TAX SVC
1300 E IRVING PARK RD
Streamwood
Streamwood
ace Debt Consolidation
16 Douglas Avenue
Adage Accounting
350 S Schmale Rd Ste 160
Carol Stream
Carol Stream
Adage Accounting Inc.
350 S. Schmale Road Ste 160
Carol Stream
Carol Stream
Affinity
1005 W Lake St
Addison
Addison
All @ 1 Insurance & Financial Services
1212 North Seminary Ave
Woodstock
Woodstock
Allegiant Group Inc
189 W Clarkston Rd
Allsup Inc
300 Allsup Pl
Belleville
Belleville
America's Benefits Group
Geneva
AMERICAN FEDERAL MORTGAGE CORP
1 LAUREL DR
Ameriprise Financial
605 W. Main Street
Geneva
Geneva
AMG Legacy Planning
10100 W Sample Rd
Apex Credit Solutions
1110 South Avenue
Assured Concepts Group, Ltd.
1141 East Main St.
Dundee
Dundee
Baranowski Insurance Agency
1467 Joliet street
BELL ASSOC CPA
8 S MICHIGAN #2016
Chicago
Chicago
BetaFrontier, LLC
156 W Superior St Apt 401
Chicago
Chicago
Better Way Credit Card Processing Inc
7100 Goodrich Rd
Boost Credit 101
3773 E Cherry Creek N Dr
Broker Dealer Financial Services Corp
140 S 68th St
Brown CPA Group, Ltd.
630 Dundee Rd Ste 100
Northbrook
Northbrook
Bruce Beddard Mortgage Team
44 Kingsport Dr
Schaumburg
Schaumburg
Burton Insurance Group, LLC
Naperville
Business & Professional Consultants, Ltd. CPA's
155 N Pfingsten #325
Capital Bankcard
Antioch
CareOne Debt Relief Services
8930 Stanford Blvd
Catalano, Caboor & Co.
101 West 22nd Street
Lombard
Lombard
Charles Stewart Agency
1016 W Jackson Blvd.
Chicago
Chicago
Ciardella & Associates Ltd CPA's
415 W Golf Rd
Arlington Heights
Arlington Heights
Citibank
Chicago
clear rivers Debt Consolidation
446 S Chicago St
CM Financial & Family
411 W Cuba Rd
Barrington
Barrington
Common Wealth Investment LLC
PO Box 16010
Complete Insurance Services
1015 Plainfield Road
Joliet
Joliet
COUNTRY Financial - Robert Sweiss
6415 West 63rd Street
Chicago
Chicago
COUNTRY INSURANCE & FINANCIAL
4708 N MILWAUKEE AVE
Chicago
Chicago
COUNTRY Insurance & Financial Services
2835 W 95th St
Evergreen Park
Evergreen Park
CPN & Credit Repair
Chicago
Credit Repair Chicago
211719 S Halsted St
CROSSROADS ESTATE PLANNING
PO BOX 275
New Lenox
New Lenox
Daly Investment Management
180 N LaSalle St Suite 3700
Chicago
Chicago
Daniel Castino
5215 Old Orchard Rd
Elk Grove Village
Elk Grove Village
David Kujawa, OnPath Financial
100 Illinois St.
St. Charles
St. Charles
Debt Relief NW Inc
202 SE 181st Ave. Ste 102
Denise W. Swanson, CPA, LLC
16631 Manitou Road
Homer Glen
Homer Glen
Derek Eastman State Farm Insurance
36 Terry Drive
Sugar Grove
Sugar Grove
Digital Check Corp.
630 Dundee Rd., Suite 210
Northbrook
Northbrook
DiSera Financial Planning
810 Diamond K Ln
Joliet
Joliet
Dunlap Wealth Management Group
14074 Trade Center Dr
Earthmover Credit Union
2195 Baseline Rd
Oswego
Oswego
Eide & Eide, CPAs
3 S Greenleaf St
Gurnee
Gurnee
ELB Mortgage Brokers Inc
1240 Meadow Rd
Northbrook
Northbrook
Elite Payment Processing
1078 heritage hill dr
Epoch Appraisals LLC
262 E Drury Ln
Barrington
Barrington
F5 Financial Planning
4003 Heron Ct
Naperville
Naperville
Farmers Insurance
341 N Independence Blvd
Romeoville
Romeoville
First Financial Merchant Services
216 Sophia Street
West Chicago
West Chicago
Forex Trader Profit
Chicago
Fox Financial Group LTD
7211 Giddings Ave.
Burr Ridge
Burr Ridge
Freyman CPA, P.C.
40 Exchange Place
GAMBLE FINANCIAL SERVICE GROUP
900 RIDGE , RD
Homewood
Homewood
Generic Trade Futures & Options
210 Skokie Valley Rd
Highland Park
Highland Park
Gold Debt Consolidation
111 East Galena Boulevard
GUERZO BUSINESS CONSULTING, LLC
21439 Bingham Ave.
HEALTH BENEFIT CONSULTANTS LLC.
20275 Honeysuckle Dr.
Healthcare Services of Illinois
8770 W. Bryn Mawr Ave, Ste. 1300
Chicago
Chicago
Homeowners Defense Solutions
8057 Daniel Dr.
Justice
Justice
Hope credit solutions
2630 Flossmoor Rd
iBank
3090F Pullman St
Illinois Wall Doctors Inc
4822 Baseline Rd
Oswego
Oswego
ING Financial Partners
230 W Monroe St
Chicago
Chicago
Intrinsic dm2
4C S 6th St
Geneva
Geneva
IRS Tax Help Team
1201 S Beach Blvd
ISIS Wealth Management, Ltd.
10760 W. 143rd Street
Orland Park
Orland Park
JAMES R VANDE LOGT
8600 W. BRYN MAWR AVE
Chicago
Chicago
Jeff Stogsdill State Farm Insurance
368 W Huron Street Suite 5
Chicago
Chicago
Justice and Associates LLC
6655 W Sahara Ave
Kim Michael-Lee,CPA
Bloomingdale
King Financial Group LLC
2986 Bryn Wood Dr
Kirkpatrick, Jones & Herzog Insurance Agency, Inc
19 S Spring St
Elgin
Elgin
Lenox Advisors
1 N Franklin St
Chicago
Chicago
Lifestyle Financial Services, Inc.
445 S Halsted St
Chicago Heights
Chicago Heights
LNR Insurance Services
1126 W. Algonquin Road
Lake In The Hills
Lake In The Hills
Long Financial Planning
1200 N Ashland Ave
Chicago
Chicago
Long Run Financial, Ltd.
5 Old Frankfort Way
Frankfort
Frankfort
Lowell, Blake & Associates
141 Tremont Street
Marchand & Co CPA's PC
2003 Southern Blvd SE
Maxam Assurance Agency, Inc.
85 W. Algonquin Rd.
Arlington Heights
Arlington Heights
MBE Financial Group
2 Prudential Plaza, 180 N Stetson
Chicago
Chicago
MC Associates & Developments
2621 W. Greenwood Avenue
Waukegan
Waukegan
McLeod Insurance Agency - State Farm
12443 South Rt 59, Unit 103
Plainfield
Plainfield
MICHAEL FRIEDLAND LTD
1110 E LAKE COOK RD
Buffalo Grove
Buffalo Grove
MICHAEL J ADAMSKI LTD
9944 S ROBERTS RD
Palos Hills
Palos Hills
Micrologic
47 West St. Andrews lane
Deerfield
Deerfield
NAGEL & ASSOCIATES
600 Enterprise Dr
Oak Brook
Oak Brook
Nationwide Billing & Consulting
4836 S Linder Ave
Chicago
Chicago
Nationwide Student Aid
333 N Oakley Ave
Chicago
Chicago
new beginnings Debt Consolidation
101 East Ogden Avenue
New York Life Insurance Company
3010 Highland Parkway Ste 700
Downers Grove
Downers Grove
north star Financial Group
11345 Hanson Rd
Northpoint Financial Group
27575 Ferry Road
Warrenville
Warrenville
NORTHWESTERN MUTUAL FINANCIAL
1475 E WOODFIELD RD
Schaumburg
Schaumburg
NOTARY PUBLIC ASSOCIATION OF IL
PO BOX 1101
Crystal Lake
Crystal Lake
OMEGA TAX & ACCOUNTING
PO Box 1572
Robbins
Robbins
OPTIMO ACCOUNTING SOLUTIONS
1805 N. 19TH AVENUE, STE 2E
Melrose Park
Melrose Park
Palouse Credit Consulting
801 Ringo Rd.
Partners Wealth Management
1700 Park Street, Suite 200
Naperville
Naperville
PayArct Payroll
Schaumburg
Pinpay Online
2018 University Dr
Naperville
Naperville
Plante & Associates Inc
80 McDonald Ave
Joliet
Joliet
Polaris
19511 Governors Hwy
Flossmoor
Flossmoor
Preferred Tax Solutions, Inc
840 E 87th St
Chicago
Chicago
Prem Tax & Accounting
4260 Westbrook Dr.
Aurora
Aurora
Premier Financial Services Inc
206 1/2 W State Street
Geneva
Geneva
PROFESSIONAL MORTGAGE PARTNERS
600 HART RD
Barrington
Barrington
Qazi Law Office
Two MidAmerica Plaza Rte 83 & 22ND St
Villa Park
Villa Park
R Hill Enterprises, Inc.
PO Box 6464
Aurora
Aurora
Rajparth Advisory Group LLC
55 NE 5th Ave
RAYMOND J BUSCH LTD
13011 S 104th Ave Ste 200
Palos Park
Palos Park
RED HOUSE DEVELOPMENT INC
3736 N JANSSEN
Chicago
Chicago
Renovo Financial, LLC
222 W Adams St
Chicago
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
Schaumburg
Russ Walle First Centennial Mortgage
1111 N Plaza Dr Suite 101
Schaumburg
Schaumburg
RXR Capital, Inc
2340 S. Arlington Heights Rd. Ste 440
Arlington Heights
Arlington Heights
Ryan Alm
Joliet
S P Johnson Group
2025 Delaware Ave
SagePoint Financial
2530 Crawford Ave
Evanston
Evanston
Sebold Capital Management
400 E. Diehl Rd.
Naperville
Naperville
Security One Lending - Reverse Mortgage
777 Lake Zurich Road
Barrington
Barrington
Shoals Debt Management
P.O. Box 644
Zion
Zion
Short Term Cash Advance
10334 S. Harlem
Palos Hills
Palos Hills
Smarter Will
One Overlook Point
Lincolnshire
Lincolnshire
SMITH BARNEY LYNCH/MCPEEK GROUP
2700 Patriot Blvd
Glenview
Glenview
Southern Trust Financial Services LLC
3450 Founders Club Drive
State Farm Insurance
1526 E Hintz Rd
Arlington Heights
Arlington Heights
State Farm Insurance - Christine Altieri Agent
1133 Weiland Road
Buffalo Grove
Buffalo Grove
State Farm-The Matt Mitchell Agency
9140 N Waukegan Rd
Morton Grove
Morton Grove
STREAMLINE FINANCIAL SERVICES
27575D Ferry Rd
Warrenville
Warrenville
Tania Y. Ramirez State Farm Agency
3223 W. Lawrence Avenue
Chicago
Chicago
Tarko Property Group Inc
5757 W 95th St
Oak Lawn
Oak Lawn
Team Rhino Lending.com
43 East Crystal Lake Avenue Suite C
Crystal Lake
Crystal Lake
The David Agency Insurance, Inc.
385 N York Rd
Elmhurst
Elmhurst
The Dolins Group, LTD.
425 HUEHL RD
Northbrook
Northbrook
The Main Street Group
4510 Cox Road
The Music CPA
101 West 22nd Street
Lombard
Lombard
The Price Futures Group, Inc.
141 W Jackson Blvd
Chicago
Chicago
The-Option-Coach.com
612 S Laflin St
Chicago
Chicago
Third Lake Financial Corporation
34500 N Us Highway 45
Lake Villa
Lake Villa
Thomasco & Associates, Ameriprise Financial, Inc.
1375 E. Woodfield Road
Schaumburg
Schaumburg
Thompson Benefits
2711 Freeland Cir
Naperville
Naperville
Thompson Consulting Group
224 Martingale Dr
TLG Properties LLC
904 Longmeadow Ct
Barrington
Barrington
Trenholm Debt Consolidation
404 South Clark Street
United Gold Direct
2945 Townsgate Road
VERMILLION FINANCIAL ADVISORS
16 EXECUTIVE COURT
Barrington
Barrington
Vertical Systems Analysis
307 West 36th Street
WealthCare Advisors, LLC
10 N. Martingale Road
Schaumburg
Schaumburg
Weiss Insurance Agencies
31W680 Army Trail Rd.
Wayne
Wayne
Wilson Rogers & Company, Inc.
2055 W. 95th St.
Chicago
Chicago
World Financial Group
1000 Jorie Blvd
Oak Brook
Oak Brook
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