Renee, a CPA, gave a "Your Money: Making the Most of Social Security" Arlington Heights Memorial…read moreLibrary presentation. I attended with my dad. They offered a free 1hr consultation with Dala's owner, Mike Heatwole, CFP®, AWMA® for those who fill out the form after. Said normally, a consultation costs ~$400. My parents are 65+ old and have complex Social Security Qs with public benefit eligibility requirements. At our consultation by phone, Mike got our info and Qs. He made estate planning recommendations, in terms of best financial outcomes. He connected us to an attorney outside of his firm for our complex Qs. Both Renee and Mike seem knowledgable and nice. FYI, we did not pay for their services.

I recommend Mike Heatwole at The Dala Group if you are looking for a financial advisor for the…read morefirst time or if you are considering switching to a new advisor. Mike's expertise and knowledge of financial planning is second to none. He gives you great ideas to think about without the "high pressure" you get from other financial advisors. In the end, he always respects your decision. And he knows his math! His analysis of your net worth and how your financial resources can be used into your 90's is substantiated and justified without all the "guessing" that other advisors do. If you want to see him in action, I suggest that you attend one of his free lectures in Social Security. It's an eye opener! Ted B., Park Ridge, IL

I was thoroughly impressed by this family owned fiduciary investment firm that has taken care of me…read moreand my needs with white gloves. They have spent all the time that I needed to understand, provide advice (the good, the bad and the ugly truthfully) and have my best interest in mind. I appreciate that I can be on a call or come into their office. They are very flexible, courteous, polite and will do the extra mile for you if needed. Highly recommend Scot and Nathan for your financial future. Thanks for all you do!

From the owner: We build retirement plans that can help give you the confidence we believe you deserve and should…read morehave in your retirement plan. Tru Financial Strategies is a truly independent financial advisory firm with a focus on strategies, not products. We follow an open, client-interactive process and build relationships based on trust and transparency, which in turn, helps you move toward your retirement goals with confidence.

Kevin does a great job researching investments that work for us in retirement. All recommendations…read morehave been specific to our individualized financial needs.

Amanda is a great advisor with alot of knowledge, care, and ethics. She and her team are…read moreknowledgeable, efficient, and caring. They go the extra mile with every request and piece of advise to fit your needs for managing your investments. They are the most proactive and efficient team that I have ever worked with in my life for finances.

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 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

Had an awesome experience with Clearpath! Eva G. is the greatest! I had many hoops to jump through…read moreall on my end because of my financial and personal history and she got me through all of it successfully with flying colors! Thank you Eva!!!!​​

From the owner: ClearPath Financial LLC : One Firm. Many Solutions Wealth…read more Tax. Mortgage. Insurance Wealth Services: Financial Coaching, Retirement, College, & Estate Planning. Insurance Services: Auto, Home, Business, Life, Health, Group Health Insurance, Medicare/Medicare Supplement, Life Insurance, & Long Term Care Mortgage - Purchase, Refinance, & Loan Consolidation Tax & Accounting - Personal & Business We serve South Barrington, all of Illinois, and many other states