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Finance Advising reviews in Vernon Hills

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    SHEPHERD AND ASSOCIATES
    WE HAVE BEEN WORKING WITH SHEPHERD AND ASSOCIATES FOR FIVE YEARS. BEFORE OPENING HER OWN OFFICE, KATIE SHEPHERD WAS MENTORED BY ONE OF THE TOP 200 CERTIFIED FINANCIAL PLANNERS IN THE U.S. ACCORDING TO "INC." MAGAZINE. MY WIFE AND HAVE A GREAT DEAL OF TRUST AND CONFIDENCE IN KATIE'S GUIDANCE AND RECOMMENDATIONS. RATHER THAN JUST WORKING WITH "YOUR MONEY," KATIE GETS TO KNOW YOU ON A PERSONAL LEVEL SO THAT HER RECOMMENDATIONS ARE ALWAYS WITH YOUR BEST INTERESTS IN MIND AND THAT YOU ARE COMFORTABLE WITH HER STRATEGIES. SHE IS A FEE-ONLY PLANNER AND DOES NOT TAKE MONEY FROM FUNDS OR FINANCIAL ORGANIZATIONS. WE ARE VERY PLEASED WITH THE RESULTS SINCE HAVING SHEPHERD AND ASSOCIATES EXECUTE OUR FINANCIAL PLANNING AND INVESTMENTS. WE FEEL VERY COMFORTABLE WORKING WITH HER AND ENJOY THE INTIMACY OF A SMALLER, ALL-FEMALE FIRM IN A FINANCIAL WORLD DOMINATED BY MEN.
    - HOPE F.
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Financial Advisors in Vernon Hills

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