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.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

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!

McIlrath and Eck are top notch in every way. We took Thor's retirement planning class several years…read moreago and knew then we wanted to work with him and his team. All financial planners are always prepared and know their stuff, explain it all in plain language, go through options and choices. I love that Thor's firm does not sell any investment products. Highly recommend. Also highly recommend taking Thor's class if you're just getting started.

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.

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.

My husband turned over our retirement and savings to them, maybe 9 yrs. ago. He had met Will and…read moretrusted him. Now his son has taken over and he has helped me in many ways. I trust the entire team to be looking out for my best interests. I go in and sit down 2 or 3 times a yr to discuss things and can call anytime over the phone with questions. Very nice people.

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.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.