Keywords: Financial boggs wealth management il

Boggs Wealth Management - Gurnee (IL)

Address: 🏡 731 IL-21, Gurnee, IL 60031, USA
Phone : +1 (847) 599-1040
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ41k9MIuRD4gRUJxOg8BC70g
#Illinois

Merrill Lynch Financial Advisor Eric Graue - Springfield

Phyllis Professional service at its best. Eric and his team are always friendly and take the time to listen to clients. They have been helping us make financial plans to reach our goals over the course of several years and it’s paying off! Highly recommend speaking with Eric if you are looking for sound financial advice and planning.
5 /5

Zumbahlen, Eyth, Surratt, Foote & Flynn, Ltd. - Jacksonville

JULIE We had a very bad experience with this firm. They did not prioritize personal income taxes, kept putting us off and wouldn’t return our calls. It took more than 6 months for them to do our taxes .In 2024, the bill more than doubled from the year before and they refused to go over the taxes with us. This year, we switched to another accounting firm and they found a large mistake. I would not recommend using this firm.
1 /5

LifeMap Wealth Management - Decatur

Heather Hughes Kip was very knowledgeable and professional. I felt like he had my best interest at heart. I feel more confident about my financial future knowing I had an experienced professional helping guide the way.
5 /5

Mike Shipley - COUNTRY Financial Representative - Sycamore

GARY KNUTSON I had a great meeting with Mike today we discussed several things and had a meaningful discussion about options and he made several recommendations for consideration, I appreciated his willingness to give me the extra time to explain things in detail and I didn’t feel pressured into making a decision, overall it was a great experience.
5 /5

First Financial Bank - Marshall

Kalvin McGhee Just moved to the area and I am really pleased with the friendly staff. Lots of changes in my life, but they have made the transition of my old bank to them go smooth.
5 /5