Financial Planners in Geneva, IL

Rey Cruz has an office in our building. He's great, I will tag him so he can contact you.

Josh Westerfield. Is fantastic. A great people person who knows what he's doing! Happens to be local on St Charles

I've had great experience with Jim Morton at Raymond James in Geneva. AVOID STEPHEN GOEHL. Can't remember exactly how to spell his name but he's bad news.

We work with Jeff Waters who is an adviser with Allstate in St. Charles (corner of Dean and Randall). Allstate prides themselves on being trusted advisers, not sales people, and Jeff is really, really good. Creative, out of the box ideas who truly cares about you, your family and your future. He is also a dad and a husband so he knows how to gauge needs moving forward in your life. Give him a call..630-225-9325

We use John Klich from northwestern mutual. He's great.

Dave Kohlmeyer at Stifel above Wildwood in Geneva on 3 rd St! 20 yrs with him and he has never, ever steered us in the wrong direction! Such a good man!!

Come on! That's so easy! Liane Warcup in Geneva!! Her office is in the building over Stockholms. She's a wonderful person and I highly recommend her

Greg Anderson with The Income Benefits Group in Naperville! My mom has worked for him and I also worked for him for years. All of his customers have great relationships with him and he is a very smart man! I would definitely recommend meeting with him to see if he could be an option ☺️

So, I just helped my parents with this. We were looking for a hourly based, fee only CFP (one who doesn't get paid on commissions). We interviewed both http://www.garrettplanningnetwork.com/illinois/schaumburg/member/cheryl-krueger-cfp%C2%AE and http://www.garrettplanningnetwork.com/illinois/lombard/member/allison-m-stutts-cpa-cfp20 reg. Each was quite different in their personality and approach; but I thought each one had strong positives. My parents chose Cheryl, and have enjoyed working with her so far.

I highly recommend, before seeing anyone, that you read the book "Retire Inspired". It's an easy read chockful of excellent advice. Secondly, I recommend going to daveramsey.com and taking a look around.

We have been happy with Joe Rumbley of Edward Jones in Geneva.

Taylor Garner, Edward Jones (847) 289-6186 He's fabulous. Love the way he demystifies his industry. He truly has our best interest at heart. He's one to at least have a chat with!

I've been really happy with Terry Murphy at Total Clarity for 4 or 5 years. I'm dirt poor but he treats me just like everyone else there. Lately, I've gotten to know Jennifer Freymark from Edward Jones in Glen Ellyn and I'm very impressed with how much she knows and how pro-active she is. If you contact either of them, tell them I sent you. Won't get you anything, but maybe I'll get a free lunch! https://www.edwardjones.com/financial-advisor/index.html?CIRN=faBfgPINqp51Lu20R1 af4AK2%2FfuY1PmNsxxsaTPlPsnby4QuiOqLpiF0 bmYk41GK http://www.totalclaritywealth.com/

Chris Breitenbach is aces

Ric Edelman's firm. www.ricedelman.com They are national. We use Christine Wessinger - cwessinger@ricedelman.com and have been extremely happy with her performance. They are fee based and don't just sell you products to make them money like a lot of companies. Check out their website. You won't be sorry. We've been with them a long time and chose them after doing extensive research.

David Draper, MidAmerica Financial Group in St. Charles (630)313-4251 He is very good!

Todd Masus form Masuda Financial in Batavia. very happy with how we he has handled my parents finances

Merino Wealth Management--Jessica is amazing! http://www.merinowealth.com/

Britt Wagner at Edward Jones in Plainfield 815-254-8078, but she lives in St. Charles, and is happy to meet you at your home or a local restaurant or coffee shop! I have never actually been to her office in Plainfield to tell you the truth because she is so accommodating. Extremely knowledgeable and personable!

Nicole Ann Campbell is amazing and so personable she is in Geneva/STC. https://www.facebook.com/309035932637857 Jaime Zavala - Country Financial in Naperville is also wonderful.

I would be pleased to work with you at my firm Criterion Wealth. www.criterionwa.com

Schwartz financial service is awesome. Friendly and knowledgeable. Carla Alshanski

Chris Vivian with Total Clarity Wealth Management In St Charles

Daniel Reeder With Northwestern Mutual financial network. He is amazing! Doesn't push and is very personable.

Hi Sara: I would recommend either Jeff or me on this list. As far as I can tell, we are the only full fiduciaries....everyone else is a commission based broker. I have another I'd recommend you talk to in the area, so that would make 3 recommendations. Actually....I have another so that would be 4. All in the area, all full fiduciaries, all with a couple decades of experience. My office is 630 802 9600 https://www.facebook.com/20478641349 Blue Haven Capital

We live in Batavia. My husband Mike McIntyre has over 20 yrs experience in financial planning. I'd be more than happy to introduce you to him. Or you can just call him. 224 430 3998.

Hi Sara, I’m an advisor with Raymond James in Naperville (59 and 88). Everyone gets a financial plan initially which allows you to get to know how we work and decide whether you want to hire us or not. Very established practice with a high level of support to our clients. A couple hundred happy, retired families we serve. Happy to chat (630) 416-1700 https://www.raymondjames.com/yourretirementresource

Michael Corbett is fantastic!!!!!

My brother, Frank Vandy, at Earth Movers Credit Union. You won’t be disappointed!

Erin Wikstrom is the best!

Derek Eastman is great. State farm in suger grove

I use Crandall Crandall and Baert in Geneva.

Brian Jones did my will. He was so professional and kind.

http://www.kdminvest.com/

http://www.merinowealth.com/

Midwest Plan Advisors, Naperville. www.mpa401 k.com

Joe Rumbley from Edward Jones in Geneva is awesome. My parents and I use him.

Rey Cruz does a great job!! Over 30 years in the biz

Justin Parker this is his personal number or you can call his office.(630)853-5727 very good guy handles all of my finances and has done well. He runs one of the top Financial firms in Illinois and he is local.

Avoid Stephan Goehl in Geneva. Awful and a bad reputation.

Brandy Harrington - Principal Black Diamond Planners 6302542452 www.blackdiamondplanners.com

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

Financial Peace University is great for laying a sound financial foundation and building from there Google it to find a local class. It's very, very much worth it.

Taylor Garner from Edward Jones in South Elgin

Rob Dalaskey at Northwestern Mutual. Used him for about 5 years- has done a fabulous job. Really cares about the client's individual situations and helping them succeed, not just about him making money, you can tell the difference. HIGHLY recommend: rob.dalaskey@nm.com

Jaime Zavala...highly recommend

Joe Rumbley, Edward Jones in Geneva.

Second Jaime Zavala!