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Timothy Financial Counsel, Inc. - Wheaton (IL)

Address: 🏡 104 E Roosevelt Rd #200, Wheaton, IL 60187, USA
Phone : +1 (630) 681-0700
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJeckCOhJUDogRROo1nXJXOHY
#Illinois

Edward Jones - Financial Advisor: Jacob T Kummer, CFP®|CEPA®|CRPC™ - Bloomington

Jeff Hoogland Im grateful Jacob got me thinking about retirement planning when I otherwise wouldnt have, which is why Ive leaving 2 stars instead of 1. That being said his financial advice typically amounted to "give me as much money as you possibly can" without ever really helping us set clear goals. During the little less than a decade I had my money here it performed worse than it would have in a market wide ETF. This combined with Edward Jones higher than typical fee structure is why I ended up moving my money elsewhere.
2 /5

Wells Fargo Advisors - Carbondale

Kelly Pierce Monte and his team have done a wonderful job with our investments. I can send an email and get a response the same day. Feel like they all care about our future.
5 /5

Scheffel Boyle CPAs - Belleville

Rose Connors Ive been fortunate to have Paul Vollmer preparing my taxes for the past ten years. He has taken the stress of tax filing off of my shoulders and I have never had any issue with any of my returns. Staff is courteous and efficient. They will go out of their way to help you.
5 /5
cefcu member center il 62656

CEFCU Member Center - Lincoln

Maya Merrifield Always had a good experience. Everyone is always super helpful. Thank you guys!
5 /5