Financial Advisors & Associates Inc - Chicago (IL)

Claire Bouse Slagle Financial has helped me start my investment journey. It is obvious that they really care about their clients. Their advisors are very knowledgeable and provide excellent customer service. Thank you Slagle Financial!

Tod Urban I was a Cole Taylor customer for many years (25 years). They were the bank for my small business and unfortunately MB recently bought them out. As a small business owner, Cole Taylor always had my back. MB, on the other hand, does not. MB does not mean business, it means bail on you. They do not care about their customers. Sure, they were with me when my business was good, then with a little downturn in business, they completely turned their backs on me. They have not taken any time to learn about my business or care about me or my business. They have unnecessarily bounced checks on me. They bounced every single one of my checks even when there was money in my account for some of the checks. It is absolutely appalling how little they care about their customers. I could not be more disappointed with this bank. Any small business owner or really any human being is in for disappointment. I would never refer them to my worst enemy. While customer service did call and leave me a message, I called them back and still have not heard back from them now one week later. I left two messages for the head of retail banking and have not heard back. I even talked to the president of the company and still got no relief! This bank is a joke. And I am moving on.

Blake Benesh Awesome people, always understands your needs and concerns

Mai Truong The OPG advisor I work with from my church has been exemplary source of advices. And I trust Lang Nguyen with 401K retirement assets that has been 30 years worth of accumulations. Excellent Trustworthy advisors!

Tim Maguire I’ve been with Craig for over 10 years. Every year, Craig and his staff hand write Amie and I an anniversary card. This kind of customer service is amazing. They make sure they follow up every year to check on our goals for retirement and our estate planning. Thank you IPI Wealth Management for all you do for our family.

Greg Dejule The people here are great and there is more than enough food and supplies that you can ever imagine. Thank you to all of them

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.