Heights Finance - DeKalb (IL)

Tammy Spencer My family has been with Brian Slater for over a decade. Throughout market ups and downs, they have protected our investments with our long-term goals in mind, giving us great peace of mind. The entire team is professional, friendly, supportive and weve always felt like our best interests were their top priority. We wouldnt be in the strong financial position we are today without them. Highly recommend Slater Wealth Management for all of your financial needs.

Wannabndasun Professional, knowledgeable, honest wealth management relationship maximizing personal financial goals. Thank you.

Roger Fox Stephanie who did my taxes was very professional and fun to work with. Very pleased with service.

Whitney Timmons Devan was great to work with. He showed passion, knowledge and a genuine interest in achieving the best for my funds. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way Devan took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking, and his sense of urgency!

Charles Frayser Enjoyed our visit. Always a pleasure to meet with Gene.

Sercey Oldham I’ve always chosen here, Great customer service and very reasonable prices.

Elise S My mom recently passed away and had life insurance through Modern Woodman Fraternal Financial. After dealing with life insurance from another company that is now run through Securian, I appreciate Modern Woodman so much. I reached a phone representative easily that gave me answer promptly and assisted me with my claim. It took 10-14 days for payment, and just received it. Of all the banks and insurance companies Ive dealt with in the last month and a half, this has been by far the easiest and most pleasant experience. I really appreciate the fast (human) response. My mom set this up when living in MN and later moved to CA where I too am located. It didnt matter, dealing with them was easy and painless and appreciate the human interaction that was both kind and efficient.