MPPL Financial - Crystal Lake (IL)

5 /5 Christine Casterton: My husband and I started using MPPL/AXA shortly after we got married, approximately 25 years ago. In the beginning, they successfully set up our financial portfolio, insurance, 529s, and other financial tools/advice needed to successfully meet our long-term goals. They took the time to understand our situation, including must haves and stretch goals. Educating us on the tools and products they offer was first and foremost prior to any investing began. Over time, we have worked very closely with our financial advisor through the ups and downs of the economic markets and the expected and unexpected changes in our lives. We now have two kids in college and one in high school and my husband has been retired for almost five years now and I will be retiring in four years. Without the expert advice and management of our financial portfolio by MPPL/AXA, Im sure that our financial timeline was accelerated to make all this happen. We could not be any happier with where we are in our life from a financial perspective which makes everything else we do that much easier.

5 /5 Mark W. Hoerich: Great financial planning. Terri has helped us every step of the way, Thanks!.

5 /5 Mary Ann Vieweg: Any time I have a question or concern and call I ALWAYS get prompt attention and answers. It’s also great to have requests addressed and have my mind at ease. Senior citizens like me need this.

5 /5 Jeanine Katzel: Terri and all the folks at MPPL are so good to work with. If you’re looking for an advisor who will listen to you, explain things thoroughly, and offer concrete and creative solutions to your financial goals, give this group a try. I’ve worked with them for many years and found them to be knowledgeable, accessible, responsive, and cordial.