Prizm Financial Advisors Inc - Wheaton (IL)

Alen Jepson They are a solid wholistic retirement fiduciary advisers including investments, asset planning, tax planning, SS planning, estate planning, and insurance advise. Not just an investment adviser.

Jessy Laird Great bank! I wouldnt go anywhere else for my banking needs! Wonderful tellers, great staff all the way around.

Joshua Wood Dan and Angela are great to work with, they are very trustworthy, I’ve had their insurance for several years and they have consistently beat other prices along with excellent and quick care in a time of need. 100% recommend for all of your insurance needs.

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Cheryl Anderson Duane Jones was absolutely fantastic to work with on my homeowners and car insurance. He was patient and kind and gave detailed explanations for each recommendation that he made. His office manager Sherri is delightful. She makes sure that you have all the needed paperwork. She also took the time to give me one on one instruction on how to use their app. I highly recommend them for your insurance needs. You will be expertly taken care of!!!!

Claire McManus Tyler is phenomenal. I reached out to him with a complicated business insurance need that had a tight turnaround, and he went above and beyond to find me the correct policy. He found cost savings opportunities for me, and was extremely communicative. Couldnt have asked for a more seamless experience.

Katie Tibbitts Community Lenders has always been a great help to me, my friends and family. The staff is friendly and always ready to help. I’ve been a long standing customer of ten plus years and I’ll continue to use their convenient services for years to come. I enjoy being appreciated as a customer, they do a great job at that!