Looking for a financial advisor in the area. Suggestions please?? Thanks!!
Sarah L. replied:
Brent Fields at total clarity wealth management in stc.
Tom C. replied:
I would be pleased to work with you at my business Criterion Wealth Advisors in St. Charles. 630-485-5934. Plain advice, straight talk, no jargon, easy to work with.
Carlos V. replied:
Steve Potts- is an absolute professional. Very knowledgeable.
Debbie H. replied:
Donna Townsend Tonovitz. Is wonderful!
Sally S. replied:
Kimberly Redmon Johnston this is NOT decision to take lightly. We have had a BAD experience & would ONLY recommend Donna Townsend Tonovitz with Country Financial! Go with YOUR gut...Donna is one in a million!!
Carlos V. replied:
Steve Potts- is an absolute professional. Very knowledgable.
Dawn B. replied:
John Davis at CIAC in St Charles-top notch!!
Christina B. replied:
Ed Snoble out of BMO is amazing! Let me know if you want contact info! I highly recommend!
Annie L. replied:
Jessica Reel Westerfield
Natalie G. replied:
Sure thing! Taylor Garner- Edward Jones 847-289-6186Taylor.Garner@edwardjones.com
Jessica W. replied:
If you are looking for an independent advisor contact Josh Westerfield or Troy Zimmerman located right in downtown St. Charles! https://www.facebook.com/propelinvestmentmanagement/
We are looking for a local financial advisor. We are wanting to move some of our investments and do some financial planning for the future. Can anyone recommend someone...
Heather C. replied:
Scott Budd and his son Justin Budd in Elgin at Edward Jones are awesome,
Karla L. replied:
Taylor Garner of Edward Jones in South Elgin
Laura P. replied:
Dave Frohlichstein in St Charles
Robert G. replied:
Cantlon Financial Planning is an independent registered investment advisory firm. It sounds like what you are looking for. www.cantlonfinancial.com
Sue B. replied:
Jodi Manthei
Diane G. replied:
Richard Kuzniar at BMO Harris. He has been my advisor for 15+ years. He is honest and he's helped me prepare for retirement. I highly recommend him. 630-671-3974richard.kuzniar@harrisbank.com He works on salary, so no fees are taken.
Marcie P. replied:
Taylor Garner@Edward jones. He has someone he does wills and trusts with that we just did ours with. She also does special needs trusts.
Linda D. replied:
Matt Linklater is a great choice.
Bill M. replied:
My Edward Jones guy is in Naperville, Mark Putbrese. He was recommended to me by two friends, each not knowing the other was doing it. Also Edward Jones has a tremendous amount of resources to draw from.
anyone have a financial advisor they HIGHLY recommend?
Jon S. replied:
Frank Cesario. Hands down. Guy has been the accountant at the shop I work at for decades and he does amazing work.
Beth F. replied:
Ronald Harczak in St. Charles. The most caring, honest man!!
Kimberly F. replied:
Midwest Wealth Management is great. We love Eric Andreson
Scott K. replied:
Brent Fields
Kathryn H. replied:
David Draper
Kathryn H. replied:
http://www.midamericafinancialgroup.net/
Linda D. replied:
Matt Linklater
Katrina M. replied:
Jeff Waters, super smart, super nice, not a salesman. Has great ideas on how to minimize taxes and plan for your future. Works out of the https://www.facebook.com/164470583601895Allstate - Eggar Insurance Agency at Dean and Randall
Lisa S. replied:
Michael McKay! He is with Edward Jones on Rt 20 and Nesler
Christian M. replied:
Bob Leonardo with Mass Mutual.
Peter K. replied:
Brent Fields
Annie O. replied:
A friend highly recommends Mr Corbett at Edward jones
Robert H. replied:
Alan Locke, Locke Financial in Palatine. He holds a Certified Financial Planner designation and is a true professional.
Anyone have a recommendation for a college financial advisor. We have our usual financial planner but he doesn't have experience in college planning - loans, etc.