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Finance Advising reviews in Joliet

  • A
    LBL Financial Services
    They are amazing. There is no fee other than your ongoing annual fees that are pretty much a percentage of your investments. Just knowing he is there for us and he is watching our investments and I can call him at the drop of the hat if I need anything. I've been using him since 1995. He used to be with another company. I actually followed him, not the company he was with. I am more interested in Larry. I have been with him pretty much since he opened LBL. I could not ask for anything more. I really couldn't. That's how amazing he is. Never a problem. Usually I spend at least an hour with him. He will do our projections and portfolio. I'd give this guy higher if I could. I have given his name to anybody who wants an adviser. That's why we are retired - because of him.
    - Karin T.
  • A
    Fox Financial Group Ltd.
    It went very well. Mr. Fox has been very helpful throughout the process of selecting savings/investment programs long before I approached retirement, and now, to help make the most advantageous choices moving forward.
    I had several "out of the ordinary" expenditures to cover, including a home remodeling project and tuition for our granddaughter, which would require funds from savings. In addition to this, I needed to start drawing from one of my accounts as part of my retirement plan.
    Jim came to our home where I have access to all of my documents, which was most helpful for me and saved a lot of time. He also reviewed all of my accounts, before he came out, so all of the information was up-to-date and we were both looking at the same options. First we determined which account to make my "Flat" withdrawal from so as not to interfere with anticipated, long-term retirement funds and without incurring penalties. Together we made the arrangements for the withdrawal for special expenditures, with a reserve for taxes on the amount taken. Jim then proceeded with the application to set-up an automated withdrawal on the appropriate account to increase my monthly retirement income, once again determining which account would be the best option and why.
    He is very educated and organized in his approach and explains in detail the rationale for the choices we are making. He follows-up with paperwork in a timely manner and is available by email or phone as needed; and does, in fact, check in periodically to make sure that things are going as planned.
    I couldn't be happier or feel more comfortable with an adviser who is ultimately handling my livelihood. I would, and do, recommend his services to friends and family.

    - Diane W.
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Financial Advisors in Joliet

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