Looking for Financial Advisor in Western Suburbs

Updated on July 18, 2008
G.M. asks from Lisle, IL
4 answers

We're looking for a highly recommended financial advisor for retirement planning and college savings. Someone in the Lisle/Naperville area would be nice but we're ok w/working w/someone in the Western Suburbs. If you recommend anyone, please let me know why you are recommending them. I appreciate your help!

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Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

L.R.

answers from Chicago on

My husband and I have been using Steve Visser since my husband was let go from his job in 2005. He has given us some awesome financial advice and always has our best interests in mind. My in-laws live in Oak Lawn and he even traveled to meet with them. His address, phone and e-mail are:

Stephen M. Visser, RFC
Retirement Planning Solutions
55 S. Main St. #331
Naperville IL 60540
###-###-####
[email protected]____.com

Not that we get any "kickback" from it, but if you do decide to go with him, tell him that Rolly and L. R. referred you. He's a great guy!

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

M.S.

answers from Chicago on

I know of an excellent Financial Advisor. His name is Ted
Lefere and he works for Wachovia. His number is ###-###-####.
He is very easy to talk to and listens to what you say and has
great recommendations. He is also a family man with an adorable little girl. Please tell him M. recommended
him. Good Luck.
p.s. He lives in this area.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

S.B.

answers from Chicago on

I have a lady I would recommend in Naperville because she does a complete analysis of your situation and designs a program to meet your needs. She does a great job explaining what she's recommending and if she doesn't know the answer to your question, she's not afraid to say so and get back to you with the answer. I find her to be a trustworthy person. If you'd like her contact info or if I can give her yours, please write back.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

J.H.

answers from Chicago on

Patty-

I use a gentleman by the name of Brian Ahern- He is located on 608 S. Washington in Naperville. He is with Financial Network- He has done my 401K rollovers and my sons 529 plan for college. His number is ###-###-####. He is a super nice guy and I really trust him-

Good Luck
Jackie

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