Verizon - Sullivan (IL)

Emily Austin I have been in a networking group with Ryan and have found him to be person of high character and integrity. His professionalism and knowledge of his field is excellent.

Claudia Grieshaber Mike was great, he helped us and gave us peace of mind. Very knowledgeable and prompt to answer our questions.

Whitney Bruce Tia is wonderful! She always goes above and beyond. She takes the time to walk me through my options so I can make the best choice for me and my family. I honestly feel that she always has my best interest at heart. I am so grateful for her kindness, knowledge, and willingness to help!

Janet Lane Very friendly and competent. They want to do things correctly, and they do. I appreciate the staff, they are welcoming and intelligent.

Fred Jedlicka Pat Schell is very friendly and helpful with providing information for medical and health coverages.

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Nancy Embach We have been clients of Exemplar for 15 years. During that time they helped us successfully navigate the Great Recession and plan for our retirement. We have enjoyed our interaction with their professional team members and the options and advice they have provided. We would highly recommend Exemplar to help you in planning for the future.

Julio Ramos Dannys approach to financial planning is nothing short of meticulous. He is incredibly attentive, ensuring that every meeting and communication is fruitful and informative. His responsiveness is commendable; Ive never felt left waiting or in doubt about my financial decisions. In addition, Dannys recommendations extend beyond the typical scope of financial advising. He suggests avenues and opportunities that I hadnt considered, demonstrating his commitment to my overall financial well-being. Overall, my experience with Danny, has been exceptionally positive. For anyone seeking a knowledgeable, client-focused financial advisor, I highly recommend Danny and his team at Arbor Financial Advisors LLC.