Heights Finance - Waukegan (IL)

Liv and learn Larissa is so helpful and professional!

Rich Murphy My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!

bradford huddleston I totally recommend Rick Wang to anyone who has a question about retirement. He took the time to explain to me the value of investing early and I am now on the right road.

Allie Smith I can’t recommend Crystal enough! When I switched to her, I told her exactly what I wanted — and she made it happen. She helped me get more coverage for anything unexpected, all while keeping things simple and stress-free. Crystal takes the time to explain everything in a way that makes sense, finds the best options for your needs, and treats you like more than just a customer — she treats you like family. If you want someone who’s knowledgeable, trustworthy, and genuinely cares, Crystal is the one to call.

Tony Roberts I’m so glad I found JLAccounting. My entire family has been using them for years. They are so helpful and easy to work with. I live out of state and they make it easy to still handle everything with ease. Jen Mathis has been especially helpful to us. Even at their busiest time, she still takes time to answer our Questions in a timely manner.