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Over 299 reviews for
Joliet Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Joliet

A

Rating
Joliet Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Joliet Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Joliet Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Joliet Financial Advisors Provider Name Locked
on
Joliet Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Joliet Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Joliet Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Joliet Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Joliet Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Joliet Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Joliet Financial Advisors Provider Name Locked
, is very warm and professional.

Joliet Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Joliet Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors 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

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

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

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock

Ameriprise Financial

605 W. Main Street
Geneva

AMG Legacy Planning

10100 W Sample Rd

Amling Investments LLC

155 N Upper Wacker Dr, #4250
Chicago

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee

BELL ASSOC CPA

8 S MICHIGAN #2016
Chicago

BetaFrontier, LLC

156 W Superior St
Chicago

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brickwork Financial Planning, Ltd.

10760 West 143rd Street
Orland Park

Brown CPA Group, Ltd.

630 Dundee Rd Ste 100
Northbrook

Bruce Beddard Mortgage Team

44 Kingsport Dr
Schaumburg

Bussenger Financial Group

855 Feinberg Ct
Cary

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Catalano, Caboor & Co.

101 West 22nd Street
Lombard

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

Complete Insurance Services

1015 Plainfield Road
Joliet

Cook Castle Associates

811 West 15th Place #507
Chicago

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

Credit Repair Chicago

211719 S Halsted St

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,ChFC- OnPath Financial

100 Illinois St.
St. Charles

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Denise W. Swanson, CPA, LLC

16631 Manitou Road
Homer Glen

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove

Devon Financial Services

22 E Adams St
Chicago

Devon Financial Services

9455 S Ashland Ave
Chicago

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

Excellent Credit Solutions

3550 S Rhodes Avenue, Apartment 1004
Chicago

F5 Financial Planning

4003 Heron Ct
Naperville

Farmers Insurance

341 N Independence Blvd
Romeoville

First Financial Merchant Services

216 Sophia Street
West Chicago

Ford Wealth Management

536 Pennsylvania Ave
Glen Ellyn

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

40 Exchange Place

GAMBLE FINANCIAL SERVICE GROUP

900 RIDGE , RD
Homewood

Generic Trade Futures & Options

210 Skokie Valley Rd
Highland Park

Gold Debt Consolidation

111 East Galena Boulevard

Great Roofing, LLC.

16004 Ridgewood Dr.
Homer Glen

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

Illinois Wall Doctors Inc

4822 Baseline Rd
Oswego

ING Financial Partners

230 W Monroe St
Chicago

Intrinsic dm2

4C S 6th St
Geneva

IRS Tax Help Team

1201 S Beach Blvd

JAMES R VANDE LOGT

8600 W. BRYN MAWR AVE
Chicago

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5
Chicago

Just Sharp Marketing

4001 W. Devon
Chicago

Kim Michael-Lee,CPA

Bloomingdale

King Financial Group LLC

2986 Bryn Wood Dr

Law Offices of Richard Hanus

161 N Clark St #2500
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

Long Run Financial, Ltd.

5 Old Frankfort Way
Frankfort

Lowell, Blake & Associates

141 Tremont Street

Madison Financial Solutions

9901 Western 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

Nancy A. Munson, CFP, Financial Advisor

1 Oakbrook Terrace, #700
Oakbrook Terrace

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

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

PROFESSIONAL MORTGAGE PARTNERS

600 HART RD
Barrington

Qazi Law Office

Two MidAmerica Plaza Rte 83 & 22ND St
Villa Park

QuoteHero

5115 Douglas Fir Rd

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

222 W Adams St
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

Ronald R. Dowling

19614 S La Grange Rd
Mokena

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

Ryan Alm

Joliet

S P Johnson Group

2025 Delaware Ave

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 Mutual Fund Store

3021 Butterfield Road
Oak Brook

The Mutual Fund Store

15625 South LaGrange Road
Orland Park

The Mutual Fund Store

840 Willow Road
Northbrook

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

Thompson Consulting Group

224 Martingale Dr

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
Joliet Zip Codes

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