My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

Mr. Little sent me questions to answer in advance of our call, which allowed me the time to…read moreresearch the areas inquiries were made regarding, and ,to maximize the efficiency of our time. He was prompt, kind, answered all of my questions (even though I am sure most were basic), summarized conclusions and sent me that information for reinforcement. HIGHLY RECOMMENDED!

We've just begun working together but I can already say I highly recommend Richard. Very…read moreknowledgeable and patient and has already given me a great game plan. I'm looking forward to my continued work with him.

Excellent service. Fast, effective, efficient, knowledgeable, and reasonable. Highly recommend.read more

I have been working with Gery for a few years. She works fast and asks clarifying questions when…read moreneeded. Always a good experience.

Chris was wonderful to work with. He took the time to learn about me and my goals, and tailored his…read moreadvice to my situation. His fees are very reasonable compared to other quotes I received, and I feel that I got a lot of excellent guidance for the price.

Amazing experience!…read more My fiancé and I met with Chris to go over our financial situations and get a feel for how we are doing on our long-term goals. Chris was friendly, energetic and very knowledgable about everything we threw at him. He was great about pausing to make sure he'd answered all of our questions before he moved on. We spent a good amount of time looking through our retirement accounts, investments, savings, budgets, loans, and goals. Chris sat with us at a big, round table and wrote down tons of notes as we went. He walked us through his calculations for investments and pointed out some huge fees we could avoid. He found us savings and suggested we open a few new accounts to make our money work harder. He definitely did not push any product, company, or anything. He went so far as to tell us to come back to see him only for big financial events. I will be coming back, though! I walked out of the meeting feeling very happy. Chris was honest, helpful and thorough. I have a better grip on my financial standing and a solid plan for investing. Thanks, Chris!

Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

Lists an address in Chicago but all events outside the city and originally advised a yearly meeting…read moreto discuss and review finances only by phone or Zoom. Would never have signed up if I knew not able to meet yearly. They give out a fancy binder with a place to review yearly but never available in person. VERY SORRY I INVESTED WITH THEM. Unable to get my money out for10 years. Stay away from this company.

Been a customer for 2 years, only earned 1/4% in a market where 4-5% on savings and cd's are…read morecommon. Contacted the insurance company that has the annuity to remove funds, they will only give apx 85% of account balance back. An annuity through MTD was the worst decision I could make. Did not live up to the (hype) projections.

Nice group of people... excellently maintained and laid out cube farms, with seemingly happy and…read morefriendly farmers. The complimentary fresh ground gourmet as well brewed coffee and iced tea, sodas, juice, milk and oatmeal availability doesn't hurt the morale either. Location is convenient to the train, 2 blocks away, center of the Loop... and so many eateries within the building and nearby, imagine it very fun in warm weather... the Opera House or a restaurant near the bridge, seems to provide evening music as you head for Ogilve.

Unless you have several hundred thou and are looking for wealth management or investing help you…read morewill likely never personally do business with this place. However, they are a fantastic company. They are always at the top of their game and an admirable group of professionals living up to the brilliant legacy of the Guggenheim name. From their website: A tradition of innovation and success Guggenheim Partners is a diversified financial services firm with more than 525 dedicated professionals. We have proven success in providing capital markets services, portfolio and risk management expertise, wealth management, investment advisory and family office services. Our clients -- an elite mix of individuals, family offices, endowments, foundations, insurance companies, pension plans, and other institutions -- have entrusted us with supervision of more than $125 billion of assets. We provide our clients with service from our global network of offices throughout the Americas, Europe, and Asia.

i've gone in a few times to deposit into my IRA and 401K…read more never experienced a wait - always first in line. The employees i've dealt with there have been polite and knowledgeable. Love and appreciate this location

Update (01/28/21) I was attempting to close out a vertical…read morecall option spread. I entered the two options (underlying stock, strike prices and dates, properly) in the trading platform. I received a message stating "This cannot be processed at this time- Please try again later"! Meanwhile, the markets were trading lower. I called 1-800 435 9090, Schwab's number, and was greeted by a recording "We are experiencing long wait times". I then tried calling the West Hartford, CT branch office. My telephone call couldn't even get through.! I left a message at their 800 number. Schwab's agents never called back.

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 !