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“My wife and I started meeting with Maria Fliess at Retirement Advocates in the fall of 2024 as my retirement was rapidly approaching. Working with Maria is an absolute pleasure for my wife and I as she brings perspective and experience to the table that is relevant to our individual retirement picture. Her process is very thorough, and she has provided us with a clear understanding of where we are financially today, and where we could potentially be in the future. Along with this she has given us many options to tweak and fine tune what we are doing, with zero pressure other than to do what we feel best. Every time we meet with Maria, she is prompt, professional, and always has our best interest in mind. Whenever my wife and I have been there for an appointment or unscheduled visit, we always leave feeling encouraged and more confident in our plans for our financial future.
If you are nearing retirement or even several years out, you owe it to yourself to give Maria Fliess and her team the opportunity to earn your business.”
8:30AM - 5:30PM
466 N Green Bay Rd, Waukegan
Financial Advising
“Fantastic! Friendly bank employees. Very professional.some wear masks. You get your receipt. Very friendly. If lost, stolen card, they will get you New card, same day. Very efficient bank. Thank you!!”
Financial Advising
Financial Advising
Financial Advising
“I came here on Friday and although the three workers looked extremely busy and under stress (I would assume) I was attended by Jennifer and she took great care of my needs. I had a couple of questions but she was patient with me and had such a positive attitude. Even through all the busyness she still delivered exceptional service.”