Financial Advising near Munster, IN

3 locations found near Munster

“I've been with Edward Jones for over 9yrs and my Financial Advisor Maria A Abney is an absolute angel. First off the Crete, IL office is welcoming and cozy atmosphere. I currently hold a IRA and Savings as well as obtaining my son an IRA and Savings. Maria has been very helpful with increasing my confidence to invest and save. She helps set realistic goals for both my son and I as well as tips on management. When I am making huge financial changes and/or decisions, for example purchasing a new car, moving, changing jobs, planning for vacation, etc. She was able to give relatable genuine advice so that I'm able to make a fully informed decision without feeling deprived. Maria is personable and experienced to give no-bias perspective. I feel proud, secure and privileged to say I have a financial advisor, especially when coming into large amounts of money. I do not feel scared, overwhelmed and inexperienced. I immediately think of my financial advisor. Maria has increased my knowledge on what money is and how I can make $10 work for me NOW & LATER! Make your appointment today, you will not regret it.”

5 Superb10 Reviews

“Gineris & Associates has been my accountant for both my business and personal needs for almost 20 years. Pat Gineris has personally helped me through a great deal through the years. Margaret Jonas is my accountant and manages all day to day aspects. I have recently had the pleasure of adding Stacey Taft to our team, and Stacey is working with me on payroll. The entire team from Gineris is professional, knowledgeable, timely and responsive. They continually exceed expectations, and I would highly recommend them to anyone for whatever financial needs and issues may face you, from the day to day all the way to completed tax or investment issues.”

4.8 Superb24 Reviews