Berman Capital Management & Research - Joliet (IL)

cole arndt If I could give Dan ten stars I would. He is great at what he does, very fast, and a great person. When my mom passed in 2024 he guided me on everything that I needed to do to for her final tax return and has guided me since on how to invest the money that was left to me. Dan thank you for everything youve done for me.

HERMAN OKER Great Bank. My family have done business with them for many years. Marla is an outstanding person. Thanks to her I was able to get my first house and my family and I will always be thankful.

Cherylynn Barnhill They are professional and offer affordable products to meet your needs. They take the time and care to explain in terms that a child could understand. The service provided is optimal, and exceeds any expectation. You will not feel sold, as they care about helping you meet your goals without breaking the bank. I would absolutely recommend this company to service my friends and family. What better way to be prepared then with people who genuinely care about your options.

Irean Spells Excellent customer service. Staff very pleasant and accommodating. They are GREAT, as far as I am concerned.

Mario Prado George is finally the type of long-term investment advisor I’ve been seeking! I’ve had several accounts throughout the years with very little, to no guidance. George is interactive, and truly understands how to manage long-term investments. I’m glad to have finally made the switch to a person who shows interest in my investments and future! Look forward to watching my portfolio finally work for me efficiently!

HAMMETT LILLY I have worked with Eric for more than 20 years, if I had a problem with ERIC, I would have found some else. Eric is 5 Star for me! Thank you for your guidance.