Streamline Financial Services - Warrenville (IL)

5 /5 Kerwin Hickey: We started working with Streamline one year ago when I retired. The Streamline team is very professional, talented, and responsive to our needs. They are proactive in their advice, but also listen to our input. They have high integrity and strong values. They have invested time in getting to know us, and have been a great partner. We’re looking forward to working with them for many years to come.

5 /5 C I: After evaluating 3 other retirement planning services, we decided to work with Streamline Financial Services. We have been working with Dave and Sean and their staff the past 2 years. This has been the best decision we made because they really care about their clients. The Streamline team provides a personalized retirement plan that is tailored specifically to me and my wife. Highly recommend Streamline Fiancial Services.

5 /5 Kathy Whalen: Have been working with Streamline for over 20 years and couldnt be happier (and financially sound)! Their team is extremely knowledgable and takes the time to make sure they understand your financial goals as well as explaining everything clearly to me. They are also always available for quick questions or check-ins. Streamline also takes the time to understand my company benefits to help maximize those and works directly with my tax advisor. All around - amazing people to work with - HIGHLY recommend!

5 /5 Therese Kearney: My husband and I have worked with Sean Ford as our financial advisor and confidant for several years. Sean is an outstanding consultant with extensive knowledge of retirement planning. We highly recommend Sean and Streamline Financial. This entire staff is so professional, and we love their values. This team of professionals is outstanding, and Sean gives us "Peace of mind" regarding our future. Its so refreshing to work with a company like this and a consultant that has such great, Christian values. Thank you Sean for all you do, you rock!

5 /5 susan balling: The service provided by the Streamline Team has been life changing for us! We’ve always found them to be good listeners who can also share financial data and strategies that we can actually understand. They also have excellent follow through. It has been almost 20 years since we began working together on retirement goals and strategies. They have never been high-pressure or try to lead us to an investment that we don’t understand or align with. They make sure that our retirement goals and values are the driving force of our plan. We would highly recommend them to anyone looking for excellent financial planners with a solid moral compass. Susan and Gary B.