We've been a client of Zimmerman WM for about six years now and have been very happy. It was…read morecritical for us to find an advisor who was a fiduciary and was a good fit for our needs and we definitely found that in ZWM. We started working with ZWM when our son was an infant and we realized that our financial picture/goals were much different than when we were in our 20's. ZWM worked with us to create a truly personalized financial plan that fit OUR needs and they have helped us navigate our evolving financial changes including: retirement savings; investment selections in multiple 401k/IRA plans; 529-plan; estate planning; life insurance needs; etc. They are always available for help as our needs have changed over the years and have helped us stay on course. Net-net: we've recommended friends who are now clients and feel more comfortable about our financial position as we hit 40 than I would have thought possible.

From the owner: Comprehensive financial planning for the many seasons of your and your family's financial life. At…read moreZimmerman Wealth Management, LLC (ZWM), we see clients move from season to season: from emerging investors such as early-career professionals and entrepreneurs, to mid-career accumulators, to transitioning to retirement or sale of a business, to finding the best ways to pass on a legacy. We are there to help guide our clients through the arc of their financial lives. Our clients benefit from our personalized financial advising service, years of experience, flexibility, agility and individual focus on each of their unique situations; we are here to help to provide the best options for clients to achieve their goals, whatever they may be.

Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Planning for the future can be a cumbersome task to even contemplate. Having someone to walk you…read morethrough options and create opportunities for growth is a necessity. I've worked with a series of other outfits, and I'm certain that no other company offers the same solution sets with the personal follow up that NWM does. Adam Cox has been my go to guy for 7, almost 8 years and he's helped me understand and take actions to build a better financial future for myself, as well as anyone I've referred to him. NWM is a stable company, ethical and trustworthy. They are prompt to respond, always willing to help, and I have confidence that they are helping me make the best decisions for my future.

I've been a client of Edward Jones for a long time, and I've been with Mallory for a good few of…read morethose years. Hands down she is the most patient, kind and thorough of the advisors. I highly recommend.

I like to compare money and financial planning to your physical health. If you don't plan and…read moreinvest intentional time in it then it's going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office. Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals. If you need help taking your financial health to the next level then connect with Mallory and her team. You won't regret it !

My account had been locked by Charles Schwab because someone had tried to gain access to my stock…read moreinvestments at least four times during a day mid-May. When I called the number posted when I was trying to gain access I was informed that I would need a security check by Apple which would require going to one of their stores and dealing with the clearance there. I chose to go to the Kenilworth office where a lady by the name of Kirsten Thiam contacted management to have my account unlocked once I showed her my drivers license which she photographed and put in my security file along with new passwords and a vocal password as well. This process was not easy but Ms. Thiam knew what she was doing and re-opened and secured my account on the spot. This took about 45 minutes to an hour but Ms. Thiam was undeterred and very determined to help me gain access and security to my investments. I am very grateful for her professionalism and help.

I chose this office because the Charles Schwab offices in Downtown had low reviews. I inherited a…read moresizeable trust and other assets that I wanted to consolidate. I made an appt and drove from my home in Chicago( 40 min drive). I met with a young girl who was obviously training or not well experienced. The Financial Advisor Lance was working from home and was on speaker phone the whole time. He did not have access to all the documents I brought. The young girl was flipping through the pages and it was obvious she didn't know what she was reading . I told him I didn't like the fact that I was on a phone in and didn't get to meet with him in person. He said he would be in office on Monday. Great, I'm working. Why did I waste my time today? Going to keep shopping for a brokerage with better customer service.