Northwestern Mutual - The Effner Financial Group - Gurnee (IL)

Phil Jaynes Tim has formed a fantastic and caring team that has helped me plan for the future of my young and growing family. Theyre attentive to our needs and have done an excellent job helping make our long term goals a solid reality.

Ron Harper We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.

Danny Garcia She really helped me get on track with my savings and retirement account.

Emily Austin Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.

Brooke Wallace This is the BEST insurance agency locally without a doubt! Shannon has been our agent for 5+ yrs. She is extremely knowledgeable of coverages and I always feel shes looking out for our best interest (not something you can honestly say much anymore). Everyone at the agency is always very professional, friendly and willing to assist. If your looking for a great agency you wont be disappointed here.

Casey M I have been using Kellys accounting service forever. I dont know what Id do without them. They are the absolute best, honest, competent , very caring.Kelly is so wonderful and she has a great team of people in her office!! Taxes are so stressful for me and they pull thru Everytime making life that much easier. Im so grateful and hope they will be in business for a long time! Youre the best! And thank you ❤️❤️❤️

Stephanie Skromme I have dealt with 5 banks in the past month since my dad’s passing. Heartland bank has been the worst and hardest to deal with. Every time I go in there they have to “review” documents even though I have legal signed under oath paperwork from our attorney that is needed. I understand them wanting to protect themselves but there were excessive with their requests (even our attorney agrees this was not necessary of them). I will never bank with them or recommend anyone too. Much easier and friendly banks out there.