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Recent Finance Advising Reviews in Joliet

  • A
    Upper Left Wealth Management
    I requested on online for appointment they call me with in few hours and confirmed. I asked many questions about financial guidance they clearly explained and supportive.
    - Vina W.
  • A
    Rose Tax & Financial
    Extremely well. Rose Tax and Financial are very personal and approachable. They really care about their clients. They welcome any questions one might have. Their communication skills and practices are beyond excellent. All of their staff is highly skilled and knowledgeable. They respond to inquiries made locally or across the country.
    - Cynthia W.
  • D
    Chicago Partners Wealth Advisors
    I would not recommend them as an investment firm. Non responsive to client needs. Poor performance compared to market
    - Scott S.
  • A
    They really helpful and friendly.  They don't try to sell you, they just tell you about their service and see if it is right for you.  They are very prompt with  responses.  EJ, who I am working with, has given me all contact information and is very personable.  They get to work very fast and they are very reasonable in price. Credit is improving and I am getting offers in the mail already.  Very easy going and great customer service.
    - Daniel B.
  • F
    Lenox Advisors
    Horrible. The "Advisor" didn't look at all available options that were cost effective for the customer, but products that would produce the highest commission for their pocket. Lied about "flexible" options in case of unsustainable recommendations. Overall very bad experience with advisor that couldn't answer questions as they were asked and repeatedly needed time to review for answers.
    - Michael P.
  • A
    Upper Left Wealth Management
    I just recently hired Randy and BetaFrontier, and I could not be happier. Their method for managing investments is a breath of fresh air, and it is very different from my past experiences. It seems that everything they do is different, in a very good and refreshing way. I highly recommend giving them a call.
    - Brandon S.
  • A
    Above and Beyond Painting By Stuart
    Fantastic! From the first time I hired them I have used them exclusively on every possible project. They are very creative and work diligently to deliver projects on time and budget and ALWAYS go the extra mile to ensure the best possible finished results. Every time I walk into a project site I am blown away by the energy and effort the put into their work. It is truly their craft. They love what they do and it comes through in the finished product.
    - tiffany D.
  • A
    Steve Siwinski of Draper & Kramer Mortgage Corp
    It very well. He did a super job, with the paperwork and jumbling numbers. We got a super interest rate of 3%. We are so grateful, Steve was recommended to us to be our mortgage broker. Our heartfelt appreciation and true gratefulness of the excellent service he provided us. His professional advised in working the number excelled in getting us the lowest rate to getting our townhouse. He is very knowledgeable in service his clients.
    - Rich M.
  • 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
    Edward Jones- Mantas Tautkus
    It went well. Since I live in the area, Mantas is convenient. There has been times, Mantas has come to my office for my signature for my convenience. I referred Mantas to my Mom who does not live by, and Mantas meets her close to where she lives....again for her convenience. I have used other financial planners in the past, they sign you up and then you never hear from them again. You hear that saying, everyone is just in it for the money but with Mantas and his assistant Judy, they give you their attention and I hear from one of them either by phone or email often. I like knowing that they have my best interest in mind.
    - Leslie C.
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Financial Advisors in Joliet

Companies below are listed in alphabetical order.

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