Prudential - Waukegan (IL)

bradford huddleston I totally recommend Rick Wang to anyone who has a question about retirement. He took the time to explain to me the value of investing early and I am now on the right road.

Jamie Mumber I 100% trust Brett & everyone at Trinity financial. Brett has taken the time to get to know me, my life goals and my personal situation that includes a daughter with special needs. Im very grateful to have found someone who can keep my money safe and growing!

David Jacobson Was with a commercial broker for years who couldnt place one of my more difficult high risk policies. Decided to give Resource Bank insurance a shot to quote my portfolio. They were able to get me better, more inclusive coverage, lower deductibles, and cut my premiums down significantly (30+%, across-the-board). If you have rental property, or need commercial insurance, do yourselves a favor and give these guys a call...

Carolyn Tobin We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us. I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it! In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away. Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!

Sue Meyer Aaron and staff are trustworthy persons in which I’ve done business with for many years.

Lynn Pedroza I can’t imagine ever using anyone else. I have been with Steve for 25 years. He was my grandparents agent before that. I never have to worry about anything. He goes way beyond what he needs to do. It’s nice to know that no matter what happens, my husband and I are taken care of.

Richard Roberts Great customer service. Really helpful.

Chuck Kuhns Needed a safe place to keep up with inflation. Cameron was informative, knowledgeable, and professional.