Renee, a CPA, gave a "Your Money: Making the Most of Social Security" Arlington Heights Memorial…read moreLibrary presentation. I attended with my dad. They offered a free 1hr consultation with Dala's owner, Mike Heatwole, CFP®, AWMA® for those who fill out the form after. Said normally, a consultation costs ~$400. My parents are 65+ old and have complex Social Security Qs with public benefit eligibility requirements. At our consultation by phone, Mike got our info and Qs. He made estate planning recommendations, in terms of best financial outcomes. He connected us to an attorney outside of his firm for our complex Qs. Both Renee and Mike seem knowledgable and nice. FYI, we did not pay for their services.

I recommend Mike Heatwole at The Dala Group if you are looking for a financial advisor for the…read morefirst time or if you are considering switching to a new advisor. Mike's expertise and knowledge of financial planning is second to none. He gives you great ideas to think about without the "high pressure" you get from other financial advisors. In the end, he always respects your decision. And he knows his math! His analysis of your net worth and how your financial resources can be used into your 90's is substantiated and justified without all the "guessing" that other advisors do. If you want to see him in action, I suggest that you attend one of his free lectures in Social Security. It's an eye opener! Ted B., Park Ridge, IL

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.

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.

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.

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 have always been a firm believer in making my money work for me, so it was not too terribly long…read moreafter I began working at 'real' jobs that I also began to explore options for long term investment opportunities to supplement my 401K contributions. I worked with an EJ advisor back in Wisconsin for a little less than 2 years. Him and I had a great relationship and mutual understanding of my goals, but after I moved here I though it best to pass on my account to somebody local. Now granted that in this day and age you can easily accomplish anything you might need from a broker via phone or email, but I still like to have a face to face at least once every financial quarter. Call me old school. I scouted around places for several weeks before deciding to stick with an EJ rep here in town, and I would advise anyone looking to work with a broker or investment banker to do the same. This is a person you are trusting with your money after all, and is not something you should take lightly. Practice due diligence, ask lots of questions and be sure to get references from them, especially if you are in it for the long haul. Any reputable broker will be more than happy to accommodate you. If they aren't, Run! This small EJ office is all about personal attention to the client, which is not something you are going to find at the larger financial services firms in the Chicago metro. It might sound prestigious hiring out one of the big boys like Fidelity or Morgan Stanley, but those are not people that are ever going to return your calls in a timely manner or be engaged in your account. Those big firms are fine for people that have a hands off type of situation with their portfolio. They also work for the wannabe gurus of the world who handle the bulk of their transactions online personally, and basically just need a brokerage house to facilitate them. For the rest of us, Edward Jones is a good option.