My husband and I have been with Jessica and Peter for 3 years. We decided to seek an advisor…read morebecause we were getting married and needed help making a long term plan for our future. We also are small business owners and needed direction on how to better manage our cash flow. Ameriprise has helped us set goals and implement several strategies that have been key in making our business succeed. I find the annual fee to be a small price to pay for the knowledge I have gained and the peace of mind I have knowing that I am moving my business in the right direction. I recommend Ameriprise to anyone ready to take a serious look at their finances and seek expert advise and guidance on how to better manage their finances. In my experience there is always someone there to take the time to give me whatever it is I need. They also host free events for their clients with a learning focus which I think is a great bonus. They go out of their way to foster a relationship with you and the customer service is top notch.

Do not be fooled! I met with an advisor here. She was very nice but when I told her that I…read morecouldn't afford to pay a consultation fee because of a job change she said she would no longer manage my funds. Fine. I decided to go with Schwab because they offer mutual funds with no loads and actually will answer questions without being charged. When I liquidated my funds they were going to charged me $250 to release MY money. I spent over an hour trying to reverse this and was given case numbers so that in the event the charge went through I could call and have it removed. An 11/2 later I'm still on hold. DO NOT USE AMERIPRISE!!! They over charge, under deliver and under perform. SCHWAB is a much better alternative.

Have to be VERY proactive in watching investments with Significant Wealth…read more Communication within the company and to client is questionable. Also, limited investment choices. Markets change, but, have to be the one to call and tell advisor what is happening to account and how it's being reported on the internet and financial forms. If you decide to use this firm, be prepared to know exactly what services you need and want (not all provided in house) . Plan on regular meetings and watching your account.

I have to admit, I have never before had a financial advisor I liked. That probably accounts for my…read morelack of success in that arena as well. I've recently moved my assets to Bill Atkins and Brian Atkins with Atkins and Associates in Deerfield and cannot rave enough. Not only are they quick, thoughtful and efficient, they also the smartest guys in finance I've ever worked with. The formulas and algorithms they use are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best firm in town!

I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was…read morefaced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

Michael has really helped my family and I financially and led us in the right direction. I really…read morelove his attitude and passion for what he does. He really knows his stuff! Not to mention his staff is very professional yet down to earth. I've met with many firms and traveled abroad, and you can't get this type of knowledge or care just anywhere. Look no further. You won't be disappointed. Michael does what's best for YOU not for him. That's what counts.

I reached out to Riveron for financial planning advice, specifically on relocating and retiring…read moreinternationally. Staff responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I would definitely recommend him.

I've been divorced for 8 years, and have struggled to put a solid plan together for my future…read more Living paycheck to paycheck (and sometimes beyond my paycheck!) and having zero money put away led to a life of stress and fear. I've been working with Kathleen at RTYT for 6 months and honestly feel I have a partner in my financial future. She takes time to truly educate, counsels on best practices, but beyond that, she helps me stay strong and stick to the plan. I'm on a much better trajectory for my future than I ever thought I would be. I honestly owe Kathleen a huge debt of gratitude. I feel hopeful, happy and I can sleep at night knowing I'm not alone in this. Don't hesitate! Call them! You will not be disappointed!

I also purchased a whole life policy with Nardulli & Associates, it was a great decision, as the…read morewhole life policy offers a life long fixed premium and cash value to pass down to my dependents when I leave this earth.

I was very disappointed with the financial advice I got from nick Nardulli. He set up a 30 year…read morewhole life policy for me when I was 78 years old. I lost about $90,000.00 with this policy. Do your due diligence on his background if you plan to use him as a financial advisor