Savant Wealth Management - Freeport (IL)

Surangie Jayasinghe I have experience with other investors, but have not met any one like Josh. Highly recommend Josh Waite for financial planning.

Cj Outstanding customer service and great financial investment information and oversight of accounts.

John Paul Killam Helpful, friendly staff. Easy to work with, reasonable people. Not sure why theres a one star review, going to report it to Google. Never had any issue w these folks, always been very easy and pleasant to work with

Randy Wheeler Some of the nicest people you can meet. Very helpful.

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Rob Pelleja I have always had great experiences with the reps and gotten prompt service and are always willing to answer my questions.