Seeking Financial Advisor/Insurance Agent

Mark Libke with Private Wealth Counsel can help you. He gave me the best rate quotes when I was shopping around. His number is ###-###-####.

Hi A.,

I am a small business owner also. We use an amazing advisor in Downtown Chicago that I HIGHLY recommend to all my family, friends and colleagues. He is in his early thirties, graduated with honors from U of Chicago, has a young family and is always receiving awards from Northwestern Mutual (his company). His name is John Roland and his number is ###-###-####.

Give him a call and see what he can do for you...I promise you will love working with him. Tell him Dana and D. sent you!

D.

Dear A.,
I have worked with the same financial advisor now for almost 7 years. He works for MetLife and has experience with all kinds of insurance plans, retirement programs, life insurance, investments, etc. I believe their office is in Downers Grove, but he has always come to my house on the north side of Chicago. Other people that I have recommended have worked with him as far as I know. His name is Howard Rein, and his cell is ###-###-####. By all means tell him I recommended you. Good luck!
S.

A.,

I am a Financial Planner and Partner with W Financial Services. We provide insurance and investment advice for our clients. I have a number of small business owners that I work with. I handle their insurance and investment needs. I would appreciate the opportunity to speak with you to explain how I can assist you. I would be happy to provide references from other small business owners that I work with. My husband and I are also small business owners. I think that also gives us a good perspective on what works and what does not.

Please call or email me at your convenience. ###-###-#### or ____@____.com.

Sincerely,
Jessica