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Closed today
7101 N Cicero Ave #108, Lincolnwood“Dan and Renee made this whole process streamline and easy. Their communication during this whole process was excellent. They were both very informative and truthful in every thing they conveyed. I would recommend them to anybody and everybody. Thanks again!!“
Closed today
707 Skokie Blvd # 600, Northbrook“Dan's financial knowledge has made our retirement free from any monetary woes. My only regret is that we didn't know Dan twenty years before we retired!“
Closed today
155 North Wacker Drive suite 4250, Chicago“Peter has helped us clarify our goals and by doing that our entire financial plan has come into sharper focus. He is easy to talk to, very responsive to emails, has a flexible schedule for calls and is able to advise specific to our case and give us general market and world advice. We have used him for years and I highly recommend him to all.“
Closed today
190 S LaSalle St # 1610, Chicago“Carla Snedden has been extremely helpful to me. She has spent many hours trying to help me make decisions about my financial future. She has given me excellent ideas and has guided me with sound advice. I trust her and believe in her ability to help her clients.I am thankful that Carla is my Thrivent advisor.“
Closed today
8755 W Higgins Rd STE 200, Chicago“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!“
Closed today
909 Davis St #500, Evanston“Zak has been our financial advisor for the past 4 years and we feel very confident in his abilities to direct us in the correct financial path for our needs. He always keeps us informed, and is always looking for ways to enhance our portfolio.“
“Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed away. She was extremely helpful, professional & made just one of many transactions I dealt with following my sister's passing. I believe you would find her quite helpful with your financial investments.“
Closed today
444 N Michigan Ave #1200, Chicago“We have been working with Lestna Retirement for two years now. When we initially reached out to Vitaly, I had an expectation that his efforts would be geared more towards my husband’s finances who at that time was making 95% of our family's income. However, to my surprise, Vitaly firmly took hold of both of us. As a result, I became much more conscious of my business and developed a taste for contributing more to our family's income.Now, my business and income are growing, taxes and business processes are optimized, and our family finances are under control. This is largely due to the continuous work with Vitaly.“
Closed today
450 Skokie Blvd #507, Northbrook“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family. They are thorough and timely with follow ups, reminders, and answering questions. I highly recommend the team at Schmidt to help navigate the complexities of life insurance planning. They are good people who truly care about their customers.“
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