River North Financial Group, LLC. - Chicago (IL)

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!

Mariah lawyer They are always super helpful!

Melissa Brown Just opened a COD - went to open a savings account with a cashiers check with a large amount of money that I wasn’t comfortable keeping with me. I politely Asked if I could please open it so I didn’t have to carry a large amount of money - but because they were closing in 20 minutes and they needed a half an hour to open the savings account they wouldn’t do it for me. I totally understand policy but when you have a new customer try to have a little bit better customer service and try to assist them. I will definitely take my money somewhere else.

Shelby Thornton Seth was the best salesman ever! Short notice was no problem for him! Friendly and funny but also efficient and professional! I got the best price without the hassle of searching for it! Will use again after this great experience!

ENGINEno9 Ive had many insurance companies. I started with American Family when I was sixteen. I should have never left but I did come back. I could not ask for better agents than Hesten and Sam. Not to mention the rest of the staff. You wont regret it. I recommend them and American Family!!