James Maher Financial Associates - Wheaton (IL)

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.

Glenda Carson Andrea Yoder is an awesome Financial Advisor. Shes extremely knowledgeable,trustworthy,helpful and kind. And her staff is Amazing.

Jennifer Burke Great place!

Jacklyn Fletcher Tony and his team are truly the best! Theyre friendly, easy to work with, and always take the time to make sure you understand your options. You can tell they really care about their customers. I’ve had nothing but great experiences with this office and highly recommend their services to anyone looking!

Pierre Graham Jamie is always a big help! Shawna as well! They both are very honest and very helpful!

Barb DeVena Outstanding. Have had tax done the a number of times.

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.