Personal Income Solutions - Geneva (IL)

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

Marsha Jackson Always get good service.

Karen Pavlik We have used Klaas Financial Services for many years, and 11 years with Kyle Kite being our account manager. We are incredibly happy with Kyle. You will find Kyle to be helpful, desiring to do what is best for you. He listens to every need. He provides his expert investment advice in an understandable way. This was especially helpful when we retired. Responds kindly to any email questions. Additionally, timely reviews occur to ensure our investment path continues on the right road. Kyle invests in us as a family by knowing and caring about what is going on with us. He is top notch.

Darcey Trotter Tony is very patient and knowledgeable. As a single woman nearing retirement age, he puts me at ease and explains things in a way I can understand. I appreciate his honesty and genuine concern for his clients.

Laura Gregge Weve been with Ted for our insurance needs for several years and he never disappoints! Very professional, friendly, and detailed when explaining our many options with Country Financial.

Rich Murphy My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!

Padilla Daniel “yodanny” I am very happy with Souza Financial Group. Keith is nice and down-to-earth. I found him to be very knowledgeable and trustworthy. He helped me gain a clearer vision of what lies ahead for me on my financial path. I feel much more confident about my investing future. I would recommend Keith Souza to anyone that wants a good financial planner. In addition to this review, Im also going to let all my friends know about his services.