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Propel Investment Management
- Financial Planner, Insurance Agent...
- 1240 Winnowing Way St. Charles, IL 29466-7520
- Closed
Referral from
Apr 13, 2016
Kimberly J.:
Looking for a financial advisor in the area. Suggestions please?? Thanks!!
Jessica W.:
If you are looking for an independent advisor contact Josh Westerfield or Troy Zimmerman located right in downtown St. Charles!... Cantlon Financial Planning
- Financial Planner
- 41W455 Brierwood Dr, St. Charles, IL 60175, USA St. Charles, IL 60175
Referral from
Oct 06, 2016
Jessica R.:
We are looking for a local financial advisor. We are wanting to move some of our investments and do some financial planning for the...
Robert G.:
Cantlon Financial Planning is an independent registered investment advisory firm. It sounds like what you are looking for.... Riverstone Wealth Partners
Referral from
Jan 23, 2018
LeAnn O.:
I am looking for recommendations on a financial advisor in the Geneva/ St Charles area. TIA
Doris E.:
Jodi Manthei@Riverstone Partners, 606 Riverside Ave., St. Charles. 630-513-7122. Highly rated by FINRA. She is very good. Frequently Mentioned on Social Media
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Referral from August 27, 2017
Jesse D. asked:
does anyone have a recommendation on a local financial planner and tax person? Looking to consolidate some savings, re-allocate investments, etc. My wife runs a small...
Laura G. replied:
Jon Olson. Office is across from Salerno's.
Rosa G. replied:
http://www.pktaxservices.com/
Dan J. replied:
Lawrence J. Kimmel CPA MBA in St. Charles.
Rick L. replied:
Ted Perry in downtown stc across from Lincoln school
Elaina M. replied:
Paul Jones with Jones, Sager and Company. Best CPA we have ever had - he also has recommendations for financial advisors. 630.377.2900 located STC
Ed L. replied:
Chris Vivian at Clarity Wealth Management. And PK Tax Service. They can work together.
Debbie L. replied:
Frank Cesario for both. Financial planning and taxes go together.
Dottie D. replied:
Bob Tardella at Tardella & Company. 630-587-0800
An N. replied:
Josh Westerfield is a great financial advisor
Vanessa Q. replied:
Josh Quail at Stifel Financial in Geneva (630) 845-7900. finest, honest, patient and understanding about the whole picture and planning for the future!
Referral from October 6, 2016
Jessica R. asked:
We are looking for a local financial advisor. We are wanting to move some of our investments and do some financial planning for the future. Can anyone recommend someone...
Heather C. replied:
Scott Budd and his son Justin Budd in Elgin at Edward Jones are awesome,
Karla L. replied:
Taylor Garner of Edward Jones in South Elgin
Laura P. replied:
Dave Frohlichstein in St Charles
Sue B. replied:
Jodi Manthei
Diane G. replied:
Richard Kuzniar at BMO Harris. He has been my advisor for 15+ years. He is honest and he's helped me prepare for retirement. I highly recommend him. 630-671-3974 richard.kuzniar@harrisbank.com He works on salary, so no fees are taken.
Marcie P. replied:
Taylor Garner@Edward jones. He has someone he does wills and trusts with that we just did ours with. She also does special needs trusts.
Linda D. replied:
Matt Linklater is a great choice.
Bill M. replied:
My Edward Jones guy is in Naperville, Mark Putbrese. He was recommended to me by two friends, each not knowing the other was doing it. Also Edward Jones has a tremendous amount of resources to draw from.
Referral from December 15, 2016
Brittney G. asked:
Hello! I'm looking for a financial planner who gives free consultations.
Any recommendations or personal experiences you've had with one that you trust or don't would...
Warren F. replied:
Justin Parker
Richard D. replied:
You need to contact Aaron L. Turner at Ameriprise Financial. ..Turner & Associates in St.Charles
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