Warcup, Liane CFP - Clarus Financial Planning

3 recommendations and reviews from 3 people

• Referral from March 2, 2018
  

  Chris B. asked:

  Recommendations for a local/reputable financial advisor. TIA

  

  Mary K. replied:

  Liane Warcup with Clarus Financial. She is a fee for service advisor meaning she represents no products nor does she earn her living on commissions. She easily compares competing products and recommends based on your individual needs. Her office is in Geneva on State St. 630-492-1244.

  -1
  View full conversation on Facebook
• Referral from January 29, 2018
  

  Frances B. asked:

  Can anyone recommend a reputable financial adviser that is easy to communicate with and can show his qualifications Thanks

  

  Amy F. replied:

  Liane Warcup at Clarus Financial Planning, flat fee independent advice. http://clarusplans.com/

  -1
  View full conversation on Facebook
• Referral from January 17, 2017
  

  Patti H. asked:

  Looking for recommendations for an hourly/fee based financial planner. Specifically NOT someone who sells insurance or other investment products, but one who provides advice on investments, retirement planning/readiness, etc. Our existing planner is moving from hourly billing to a monthly fee based on net worth which essentially doubles our annual planning costs. Thanks.

  

  Jenny R. replied:

  http://clarusplans.com/about-us/

  -1
  View full conversation on Facebook