I moved from a managed Financial Advisor program to…read moreself-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind. I personally worked with Brett who has taken the time to walk through extensive details and several scenarios of what the future might look. I'll certainly recommend working with this team!

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

We were referred to McIlrath and Eck by our next door neighbors. They have been extremely pleased…read moreby the service and successes as they both entered retirement three years ago. It was refreshing to see a financial presentation that was rolled out with information we could easily understand and tailored to our details instead of the "canned talk" we've seen before at other places. We just opened our account in December of 2017 but feel confident that we're in good hands. The staff is great. The office is extremely comfortable and professional and they took as much time as needed to ensure we understood where our plan would take us.

We started at McIlrath and Eck 2 years ago and we really enjoy our association with this group…read more Thor is amazing in his knowledge and experience. His class in retirement planning is a must! His financial planners are excellent and are willing to offer their best no matter what your situation is, putting the client interests first and make the planning process simple to follow. The support staff is truly wonderful and they treat their clients like extended family. I recommend this group to my friends and family too!

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.

Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

I don't usually review a bank. But clearly this bank in…read moregeneral cannot manage themselves let alone a credit card system. They farm it out to Elan Financial. I had highly unusual login issues on a regular basis with a new card at a new bank that I recently had a loan with. Thought I should keep giving them my business. They have real people doing real people bad service filled with excuses like that manager is not in or she is on the way to another branch and not available. They are trying to manage a small bank network with busy chiefs and not so capable braves to use an old phrase. Nice people but poooooor results and ultimately no help. Stephanie the district manager could only agree with my criticism in code knowing that her employer has its head up its orifice! No results still so I threatened to close my credit card account with customer service immediately! They did me a favor as I don't owe them much and it's perhaps the worst banking App ever! I was hoping to transition my banking over to Peoples from my bigger banks but not now fie sure!

I used to get exceptional customer service at this branch but no so much anymore. I have had an…read moreonline banking problem and I even brought in my own computer to get it corrected. I am to contact IT myself and do what they want. You know what, I don't want to! I told you I do not know what a SNAP SHOT IS! Here is my solution....I opened an account at another institution and pay bills from there. Oh yes...to speak to the branch manager to ask about a retirement investment for an IRA rollover...even though he is there(on the phone), I have to make an appointment. I am here NOW...I have money now! I am just not that important a customer!

I went inside for the first time, today. It was a quick trip to get some paperwork taken care of…read more The lady at the reception desk was very polite, friendly, and competent. I was impressed with the aesthetic of the reception area. They managed to mix cozy and professional perfectly.

From the owner: Fors Financial Consulting is an independent financial advisor firm that offers professional,…read moreunbiased advice, investment management, retirement planning, holistic life planning, fee based asset management, and unparalleled client service. Call now for your complimentary consultation.

Where do I start. Well pretty simple, basically I was referred to Menzies Financial, by my…read moregirlfriend who also uses them. Easiest thing I've ever done or opened in my life. I never even stepped foot in an office, it took me at the most five minutes on the phone, and I had my account opened and funds transferred where I have set it up automatically on the first and the 15th, however they can set up any kind of pre-authorized withdraws to come out of a checking or savings account weekly, biweekly, monthly, etc. Honestly all I have told them as once my account gets to a certain price point from the auto withdraws coming from checking, at a certain point I just let Menzies know via E mail if there's a certain stock I want to purchase or if they don't hear anything they will invest it into the stocks that I told them in the beginning that I would like weather it be more risk your stocks or playing it safe etc. Their stock choices have all done amazing some with a 20% profit still so I wouldn't wait. It's so easy to put a little money aside and watch it grow and actually watch it be invested properly and Menzies is the place they make it so easy and provide online access to check your Stocks at any time. They make it so easy and I have had an Edwards Jones account before and they're great but they don't give the personalize service, things are tough for going through them by far so I am so happy to have found a small family owned but extremely knowledgeable as every single stock they have packed has done excellent.

Financially, we are a small potato. But they make us feel like we're worth a million bucks…read more They've taken great care of our money and guided me (patiently) through setting up an account for the proceeds from the sale of my brother's condo in Chicago so he can draw from it monthly to pay the rent at the assisted living facility he's moved to. He's got Alzheimer's. You can trust these folks.

If you have investment questions you NEED to call Adam. He is the most intelligent and highest…read moreskilled Investment Adviser I have ever worked with. I send all my Insurance clients with investment questions to him (I dont get paid for sending him business). He is honest in his advise (often guiding a client in ways they can do things on their own).

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.