Tristan Warner - COUNTRY Financial Representative - Highland (IL)

Ian Pendergast-White Theyve been fantastic for everything from helping me start a business to buying a home. Absolutely no way Id ever even remotely consider going anywhere else. These guys are like family!

Randy DeGroot My favorite place to visit. They give excellent service and work hard for their clients.

Holly Norton Be VERY Careful when using Mike. He has something to hide. I asked for copies of Edward Jones statements for an account that I am beneficiary of and he refuses to send them, saying I have to contact the Trustee. I asked him to get permission from Trustee to send them to me and he refuses. My concern with Mike is what is he hiding? Last I knew the account had 60K in it. His secretary tells me theres 12K left in the account. Why wont Mike send me the Statements so I can see what was withdrawn from Edward Jones and where it went? Why does he care if I see the statements or not, I have a right to the money my mom left me

Erin Riordan I have had an extremely positive and valuable experience working with Chicago Partners. My financial advisors and planners are not only highly knowledgeable but also genuinely care about my individual well-being, making them a pleasure to work with. The team encourages me to ask any and all clarifying questions regarding my personal finances, budgeting, and investing. They ensure that I have a comprehensive understanding of the process, which alleviates any feelings of uncertainty or confusion. Additionally, Chicago Partners offers monthly webinars tailored for young investors that cover the basics of investing. This is an invaluable opportunity that is rare in the industry. The client services provided by Chicago Partners are exceptional; they foster a sense of community that feels more like family than a mere exchange of services. Since partnering with Chicago Partners, I feel confident and satisfied with my financial health and well-being. I have complete trust that my investments are in good hands. I would wholeheartedly recommend this company to anyone seeking financial planning services.

William Teichman I 100% recommend Broadway Graham to help build and secure your financial future. Connor Carnduff is a top young professional who has helped me start building a base of wealth I can use to retire and take care of my family. 10/10

Rick Sutton We have been with Country Companies for years and found them reliable and efficient. Jamie Green our agent has been extremely helpful and understanding, always ready to help and is always responsive to our questions and concerns. We are grateful to have her and her team assisting us with our insurance needs.

Alyssa C They were truly so kind and gave me some resources regarding what I went there for. Very compassionate employees here. If youre nervous, dont be. They will do what they can to help.