Downers Grove, IL Financial Consultant

Tom has been absolutely wonderful in diversifying our portfolio. Up to date status reports and just a Wonderful personality.

Ryan is a knowledgeable and attentive financial advisor. He makes sure to understand the needs of all of his clients and creates individual investment portfolios to meet ... more

Vincent has taught me the importance of financial well-being at a young age. He has helped connect me to multiple resources and contacts that help to personalize my finan ... more

This is a positive testimonial about my car financing experience with UIF and a UIF representative named Mehwish Adnan. It highlights the following: * UIF offers financi ... more

I've been banking with BMO for several years and the customer service at this branch is consistently poor. I have being calling this branch and I cannot get through to a ... more

This place is a total scam. I went to get an IRA from Stewart Charles and he kept trying to sell me life insurance. I agreed to do a physical because my agent wouldn't s ... more

Doesn’t make the sensitive matters of clients as a priority, doesn’t know how to delegate work when unable to do the work load himself. Speaks to potential clients i ... more