Burgdorf and Associates Wealth Managers Inc. - Fairview Heights (IL)

Mike Zhang Lestna Retirement helped me with a deep dive into my investments and insurance portfolios. Vitaly took time to review everything thoroughly and provided great feedbacks and strategic changes to improve my portfolio performance and maximize savings. He also identified gaps in my insurance coverages and connected me with agent for better coverage and premium. The team is professional, insightful and there is no sales pitch. Highly recommend.

Andrew Ott Have used them for our tax work with our business for about 10 years. Brent is great to work with. Very patient and thorough. Highly recommend them.

Julian Smith Horrible change from tdameritrade. They make you wait 2 days to access your funds even when orders are filled. If you have an emergency or anything, dont rely on this company. Too bad this company bought out tdameritrade because Id 100% rather still have my account there. You could have instant access to your money the minute an order fills.

Brandon L. Johnson Kristen at Regional Finance deserves the highest praise for her outstanding customer service. She went above and beyond to ensure all my needs were met with professionalism and genuine care. What truly set her apart was her personal touch—she even remembered my birthday and sent a thoughtful card! It’s rare to find such kindness and dedication in customer service these days. Thank you, Kristen, for making my experience so exceptional!

Kenny Tatum Just wonderful! They solved my problem unless than 10 minutes. Awesome group of workers. Keep up the good work!