1818 Wealth Advisors - Swansea (IL)

5 /5 Jeff Toenjes: My wife and I have been investing with Jon and Steve for years. They have taken our small portfolio and turned it into one that we are going to retire comfortably on in the near future. They are always there when you need to contact them by phone, email or text. I highly recommend them for your investment needs.

5 /5 mark junge: I have been investing with Steve and Jon for a number of years. They are knowledgeable investors who always have an eye on the future. They are helpful, always available, and consistent in the investment process. Steve and Jon have assisted me with financial planning, estate planning, and also assisted my children with setting up their own IRAs through their employment. Ive gotten to know them personally over the years and I can say they are not only my financial advisors but my friends as well. I cant recommend them highly enough for any investment needs.

5 /5 Nick Klucker: “I was completely impressed with their professionalism and customer service.”

5 /5 Google User: We met with this firm to establish a long-term financial plan, and could not be happier with our experience. From the moment we met, they impressed us with their vast knowledge and thorough approach. They asked insightful questions about our lifestyle, future income, housing, children, and college—things I hadnt considered. Thanks to 1818 Wealth Advisors, we have a solid plan to reach our goals without compromising our current needs. My wife and I have never felt so confident about our financial future. Our funds are now strategically allocated to build wealth and ensure a comfortable retirement. I highly recommend them to anyone seeking top-notch, financial advice. They are true professionals in every sense of the word.

5 /5 Alison Renee: I highly recommend Steve for any of your financial needs. He has helped my grandpa, my husband, and even my two young kids. We wouldn’t trust anyone else with our money and our future. You will not be disappointed! Thank you to Steve and 1818 Wealth Advisors for everything and for our peace of mind especially with today’s economy. Also, special thank you for the VERY nice swag. It’s being put to good use!