Seeking Financial Advisor/Insurance Agent

Updated on September 17, 2008
A.G. asks from Chicago, IL
4 answers

We are seeking a finacial advisor who can also help us with our insurance needs. We would like someone who can advise us on family financials as well as take care of our existing retirements accounts and insurance needs. My husband and I are self-employed small business owners so would like someone savvy with small business issues and health insurance options.

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answers from Chicago on


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 [email protected]




answers from Chicago on

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!



answers from Chicago on

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!




answers from Chicago on

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

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