Seyller Financial Group - Rockford (IL)

5 /5 Ron Harper: We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.

5 /5 Tyler Crosby: Jon, Jeff and the whole Seyller team have done an awesome job helping my business and my family make smart, informed decisions with our finances. Jon has really gone out of his way to listen and to put together unique, thoughtful strategies to best serve my family’s goals. Jon and Jeff have both helped me do the same to help my business and my employees. I definitely recommend putting your trust in them!

5 /5 Donna Faber: When I was getting ready to retire, I had 401Ks at multiple institutions. Decided to consolidate them with Seyller Financial (not a fan of "chain" investment companies"). I wasnt sure how to get everything consolidated - but they took care of everything! They did the usual investment risk assessment (I am pretty conservative). They really diversified my investments to make the majority lower risk, while I was still making money. When it was time to sign up for social security - they took care of it. If they recommend large transfers, they bring in the CPA to advise on tax consequences. Plan to review our will very soon. They are a one stop shop and we love them!! They are family, and you feel part of it. I dont mix family and finances - - but I am happy to be part of the Seyller financial "family"!!

5 /5 Donovan Burtnette: Just people helping people, I have to say I was impressed with the experience. The team listens and shares what will be helpful. Highly recommend if you want professional help financially.

5 /5 Patrick Urban: i will start by saying i medically retired (terminated) from at&t at age 57, previous to this i had been working with Jeff Weberg for almost 2 yrs. we cleaned up some unproductive previous annuitys i owned etc. when it came time setup my retirement from at&t, it became a monumental, anxiety ridden task that i became more and more nerve racked about this as time went on for me. at times i was rude, inappropriate and unprofessional with Jeff (for which i truly apologize for) . Jeff Weberg is the ROCK STAR in this company!! while his personality is not mine (thank the lord) . he gets things done-- he spends insane amounts of time with clients like me -- i cannot say enough good things about Jeff Weberg,,, in my opinion Seyller Financial has the hardest working partner that any firm could ask for !! ---- i am not a fan of Fidelity Financial Service,, 80% of their staff cannot answer a technical questions accurately and correctly,,, i would not use them again if there was a alternative!!! i would absolutely NOT EVER use AIG for a SPIA again,, that company is out of control with incompetence. neither of these things are Seyller Financial problems per se,,, and are certainly not issues reflective of Jeff Weberg. again Jeff is the glue that held this 6month journey tegether!! i would goto hell and back with Jeff -- but i am sure he is very happy this deal is done now.pat