Quality professional financial planning. Mike was great to work with, he listens to my WiFi's and my financial needs and made it happen. Seen a gain every month. He was very professional and made our change over from another institution ver smooth. Highly recommend if your looking quality local financial planning. read more

MB Financial has been doing our financial planning for over three years. They communicate extremely well, help us divest into different markets when adviable, and meet with us regularly. We often open our morning emails with updates from MB Financial Planning. We also get pertinent texts. MB makes timely suggestions. They keep their eye on our investments so we don't have to. With their guidence, our savings are working for us. MB is commited to their clients, not selling financial products on commission. They do a number of things, from making annual RMDs to tax suggestions and moving various holdings for maximum investment potentials. They have expertise we do not, and what little we could have done would cost us countless hours. Beyond the owner's knowledge and finesse in squaring up our monies and planning our financial future, he is also an upstanding man. MB and I worked together for over a decade in the justice system before he opened his business and I retired. He is a man of courage and character. I trust him because he always did the right thing for the right reason. People like him are rare. Through all the ups and downs of the market, our financial future is right on tract. read more