Jake Owens - Thrivent - Geneva (IL)

Michael Denny I recently started working with Scott and I couldn’t be more pleased with the experience so far. From our first meeting, Scott took the time to really understand my financial goals, risk tolerance, and long-term plans. What I really appreciate is he continues to take a keen interest in ensuring I understand the complex financial concepts in a way that’s easy to understand, and I never feel rushed or pressured. He lays it all out for me to see without trying to push me in a direction im not comfortable with. Scott has already helped me organize my finances more effectively, create a solid investment plan, and start thinking more strategically about my future. Im starting a little late in life and I feel much more confident about my financial direction thanks to his guidance. I really think he has a genuine care for my financial future both in the short run and long term. If youre looking for a knowledgeable, approachable, and trustworthy financial advisor, I highly recommend giving Scott a call.

MichelleF Alexis is super easy to talk to and actually listens to your goals as well as your challenges and helps find investment opportunities to best fit your budget and lifestyle. She never makes you feel dumb for asking any questions and gives answers in a way that is easier to understand.

Bobby Johnson The ladies at Browns were very helpful and saved me quite a bit of $$ when I switched from my pervious provider!

Beth Wagner Rocky Zuberbuhler is an incredibly knowledgeable financial planner whom I trust completely. I highly recommend him!

Drew Leman We have worked with Larry and Mike for years, and they always go out of their way to make sure we are getting the customer service we need.

DIANA HIGGINS Staff always very professional friendly and helpful .

Patrick Monahan Jerry takes the time to know you and where you wsnt to be at retirement

Deep Purple Greg and Michelle are very knowledgeable and helped my wife and I through her IRA rollover!

Janet Paulsen I had a great appointment with Jen Reisinger at her office. Jen and her staff were very personable and easy to talk with. It was clear that Jen has a passion for helping others. All my investment questions were answered and I left feeling confident in Jen and her commitment to me and my financial planning. I highly recommend Jen Reisinger. She will not disappoint you!