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Reviews for Copperwood Financial, Inc.
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Copperwood Financial, Inc.
745 McClintock Dr Suite 308, Burr Ridge
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745 McClintock Dr Suite 308, Burr Ridge
Directions Call Website Suggest an Edit
As a CPA firm we are always striving to get the best outcomes for our clients. Knowing that we are experiencing the same quality we like to provide to our clients is gratifying. Larry is intuitive, professional and entertaining individual. We will continue to use his services, and refer him as our top financial advisor.
Larry Gatz is not my first financial advisor, but he has earned my trust and I see no need to look any further. Larry has always been available, takes the time to answer your questions, listens to your concerns, and most importantly delivers recommendations and investment strategies that meet your needs. I couldn’t be happier, and it is an awesome feeling to be able to be confident that my retirement will be well funded and comfortable. Appreciate everything Larry has done for us.
Larry took the time to understand my broader goals and situation and with that insight is proactive in advising financial strategies and connecting to appropriate resources. He's a terrific advisor and pleasure to work with - Highly recommend!