Having a fiduciary you can can have total trust and faith in is daunting! It took my wife and I…read moreseveral years to locate a professional that we felt comfortable with. After attending one of SIS' seminars we setup a meeting and had a wonderful discussion with their professional team. SIS laid out several investment strategies that eventually led to the creation of a portfolio we felt comfortable with. Now, my wife and I can enjoy our retirement without having to be concerned about the health of our nest egg. Let SIS help you sleep worry free! Mike and Beverly

From the owner: SIS Financial Group is dedicated to helping pre-retirees and retirees with the implementation of…read morecomprehensive financial planning strategies to preserve and create wealth during uncertain and volatile times. Located in Hoffman Estates, IL, SIS Financial Group provides the following services: Retirement Strategies, Life Insurance, and Long-Term Care.

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

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.

It's been an amazing experiance having my investments intergrated into my tax plan. Also appreciate…read morethat also give help when it comes to medicare, estate planning and tax planning and prep all in one location. They also have a team approach where each team member seems to really care. Thank you Jordan, Mark, Nicole and the entire team.

Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial…read moreplanner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of interest in that his interest is earning the highest commissions regardless of whether the product he is selling the customer is best for them. We were "sold" complex annuities that were not at all in our best interest, costing us tens of thousands of dollars. Also be aware that there is a high fee (minimum 1.5%) for assets under management for relatively poor performance, high expense ration funds and no tax guidance. That fee was misrepresented to us as well. We were advised brokerage firms like Vanguard had a variety of "hidden fees" yet refused to detail what those "hidden fees" actually were. We were also "guaranteed" the fee for tax preparation would be $79 per year provided we were customers of the firm, yet that also was a misrepresentation. After it became apparent we were not "buying" the bs anymore, we never heard from them again. Don't let the "treating you like family" allow you to drop your guard and trust them because they are not at all trustworthy.

I couldn't be more happy with Lauren and Kevin's knowledge and advice. Going into retirement I had…read morea fear that I wasn't ready which caused me a lot of sleepless nights. They took the time to evaluate everything for me and laid out a plan to insure I could enjoy my retirement without having to fear it. I highly recommend them.