Financial Advising near Niles, IL

16 locations found near Niles

“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”

5 Superb15 Reviews

“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”

5 Superb65 Reviews

“Agatha help my husband & I, with the loan of our first home. She was the best. Easy to communicate & understand. She got loan ready within couple of weeks. We highly recommend her! You won’t regret it.
Definitely will be coming back for any future home purchases. Currently happy with our home purchase from January 2026. Thank you Agatha”

4.7 Superb45 Reviews

“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”

4.6 Superb31 Reviews

“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”

4.6 Superb45 Reviews

“We have been with Bill for many years.
He does both my corporate and personal taxes, and occasionally my children's.
Most knowledgeable and responsive.
We have never had an issue.”

4.8 Superb16 Reviews

“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”

4.6 Superb20 Reviews

“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”

5 Superb13 Reviews

“Michael Rieck helped me get through some unfiled returns. He was kind, educational, and extremely helpful in navigating all the steps to clear up my past debt. I highly recommend him.”

5 Superb5 Reviews

“Thank you so much to Laura M. for helping my wife and I set up some new accounts and consolidate accounts across several brokerages. She made a complex process seamless and we appreciate her assistance!”

3.2 Average19 Reviews

“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”

3.4 Good5 Reviews

“(Translated by Google) One of the best exchange and shipping houses in Chicago highly recommended(Original)Uno de los mejores casa de cambios y envios de chicago muy recomendable”

2.6 Average10 Reviews

“Been coming here since high school, close to retirement now. Cristina A has been helping me lately and she speaks my language. Nice surprise! She is very patient, knowledgeable and never forgets about me as a customer. Every time I walk into the bank she has a smile on her face, and beyond that smile is a wonderful caring human being.”

2.2 Poor38 Reviews

“I opened a savings account with Alliant Credit Union because they offer great interest rates on their savings accounts and auto loans. I the account for several years but decided to close it. The banker/rep I spoke to was so kind and helpful and handled the transaction quickly and efficiently.”

2 Poor184 Reviews

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