Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.

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 !

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.

My husband and I just used Brian to help with all aspects of our estate planning. Brian is the…read morebest! He came highly recommended to us. We'll always use Brian for financial guidance.

From the owner: I help families develop a clear vision of a secure future. Financial responsibilities and options…read moreare becoming more complex. It is important to have an understanding of what we can control and what we cannot. A typical client will have a current concern - investment questions, retirement planning, understanding the risk in their portfolio, stewardship, or generational planning. As we work together, they will often express amazement and relief in the way our firm comes along side their family and helps develop a crystal clear vision, anticipating future needs and concerns with clarity and confidence. My firm offers two main services. Financial Planning - For a modest fee, we will help you answer the important questions you have been wrestling with. Impartial, objective, wise advice - not predicated on selling products. Investments and Insurance - Fee Based - Full Disclosure - We review with you at least twice per year. We desire that you understand and are comfortable with th

Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

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.

Chad is a top notch professional who is knowledgeable and friendly. He explains everything and he's…read morealways available to answer questions!! His administrative support staff is equally responsible, respectful and helpful!!!!

Great person & office to deal with. Explains all investment options. Old school service with…read morecurrent investment options

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.

Outstanding Service ! My husband ans I would like to express…read moreour gratitude to Sally Kwan for the outstanding service we received from her and for her guidance and compassion during a very difficult period. We have been with Todd Markman's Wilmette office for many years which attests to our satisfaction with this company. The staff are efficient and courteous and Sally has been our go to person for information and advice - she has always been a pleasure to talk with. When we discovered that our vehicle has been stolen. We were already under a great deal of stress due to a family medical condition which eventually caused the claims process to last much longer than expected. Sally was our rock from start to finish, she could not have been kinder or more helpful. When she first heard about our situation, she immediately filed the claim for us and contacted the rental car company. During the process she reviewed our policy with us, guided us through the paper work and answered our emails promptly, all the time giving us emotional support, In the final stage, she spoke with the first claims adjuster on our behalf, then conference called with us and the total loss claims adjuster. The whole experience felt like a marathon, and we were very thankful for her proactivity. Sometimes it was hard to realize that we weren't the only ones she was assisting. I think that people in this profession need a rare talent in order to deal with both the practical and emotional needs of those experiencing loss, We were fortunate, working with Sally Kwan was like having a trusted friend on our side. Sandra F.

Camilo is courteous, friendly and efficient. He helped me with what needed and sent the information…read moreI was requesting in moments. Fantastic customer service!