7AM - 12AM
1380 Winston Plaza, Melrose Park8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.“
8AM - 5PM
1900 Spring Rd #104, Oak Brook“I have worked with Bill Geiger for over 2 years now, Bill is an honest businessman who cares about other people and is devoted to helping others. Geiger looks to the needs of people looking for Financial Guidance and helps out accordingly for each of his clients specific needs. If your looking for Financial advice I would recommend Bill Geiger to be your source.“
“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.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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