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Halsted Financial Services

2.0 (12 reviews)
Closed • 6:00 am - 8:00 pm

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Debt management

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3 years ago

Easy to work with and very efficient. No harassing, easy to take care of right on line.

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8 months ago

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3 years ago

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3 years ago

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5 years ago

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5 years ago

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8 years ago

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8 years ago

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7 years ago

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9 years ago

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6 years ago

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8 years ago

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Wayne Messmer & Associates

Wayne Messmer & Associates

(6 reviews)

if I can give them zero stars I would .They lie tell you anything to get a sale. I have sued them…read moreonce and won a small settlement. They are the worst dealt with James Geake awful just awful.

My wife and I have been clients for more than two years and give both our representative, David…read moreGeake, and his colleagues at Wayne Messmer & Associates the highest marks. This is the first time we've worked with a professional financial planner and couldn't be more pleased. First, they accomplished exactly what our goals were when we looked to them for professional help in preparing for retirement: steady, safe growth. Second, they are very efficient at keeping you apprised of your accounts and progress, including a wonderful, easy-to-use web site that you personalize with ALL of your financial assets. Their client communication also includes regularly scheduled face-to-face meetings and phone consultations. David has never failed to be there when I've had questions or was looking for advice. Finally, their fees are very competitive. In fact, as I've talked to my family and friends about Wayne Messmer several of them have made the move to have them manage their financial assets...and they, too, are pleased. If you're considering professional financial planning assistance, give David Geake or one of his colleagues a call. Check them out for yourself but, as for me, we think their terrific and only wish we knew of them earlier.

Zimmerman Wealth Management

Zimmerman Wealth Management

(1 review)

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.

Halsted Financial Services - financialadvising - Updated October 2026

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