Compeer Financial - Ottawa (IL)

Matthew Shaw A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I dont believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put a price tag on the value he brings and I am confident I will be a client of his until I die. God Bless Kyle and his company Long Planning for helping my family and others. Thank You Kyle

T K Given a recent experience with Seth Cooper, I feel compelled to write this review. My father was introduced to Seth several years back. From there, my father connected Seth and I concerning my future retirement plans. Within one conversation I took note of Seth’s knowledge and great care of his clients’ experience. The insights and education he helped provide me were impressive and after years of having dealt with others in his line of work, I have to say Seth decidedly stood out as knowledgeable and extremely ethical. With my father’s recent passing, that tremendous level of integrity and patience stood out even more. The great care and consideration for my family’s experience exhibited by Seth in the recent circumstance went above and beyond what one might experience from an average financial advisor. Seth is not average, he is exemplary at what he does and as such, I would highly recommend him for any financial dealing.

Brenda White Bill Dwyer has done a wonderful job of investing our money in Tax Free Municipal bonds.

Ron Gorecki I have been working with Brian for over 30 years on both investments and insurance. He and Thrivent handle our Simple plans at work along with all of our personal needs. I have always trusted Brians knowledge and competence.

Gavin Weaver Trudee wynn is the best. She listens to you needs and works with what you have. I have been with them fore quite a while now.

Ashley M. Calvin So far I havent had any issues since Ive been going here and the staff is very nice and is willing to help me with my needs also they have a good attitude towards their customers and always have a positive attitude.