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Strategize Taxes And Investments - Joliet (IL)

Address: 🏡 1143 Essington Rd, Joliet, IL 60435

Phone : +1 (815) 744-9221

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSW_7ztNhDogRV-B8aXzVBn8

Where is Strategize Taxes And Investments 🏡?
1143 Essington Rd, Joliet, IL 60435
What is the phone number Strategize Taxes And Investments 📱?
(815) 744-9221
What Clients Are Saying about Strategize Taxes And Investments (on GG)

5 /5 Karli DeMarco: Amazing staff and welcoming environment. This team will take their time to make sure your taxes are done right and maximized to your benefit!

5 /5 Adrian Chavez: John and the team at Strategize in Joliet are awesome! Have been doing my taxes with them for a few years. He will go above and beyond to make sure your tax filing experience is smooth. John is very good at his profession.

5 /5 Ronnie Moore: Professional, friendly. Would highly recommended.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJSW_7ztNhDogRV-B8aXzVBn8

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Edward Jones - Financial Advisor: Mark E Karner, CFP®|CEPA®|AAMS® - Joliet

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Edward Jones - Financial Advisor: Seth Cooper, CFP®|ChFC®|CEPA®|AAMS® - Joliet

T K: Given a recent experience with Seth Cooper, I feel compelled to write this review. My father was introduced to Seth several years back. From there, my father connected Seth and I concerning my future retirement plans. Within one conversation I took note of Seth’s knowledge and great care of his clients’ experience. The insights and education he helped provide me were impressive and after years of having dealt with others in his line of work, I have to say Seth decidedly stood out as knowledgeable and extremely ethical. With my father’s recent passing, that tremendous level of integrity and patience stood out even more. The great care and consideration for my family’s experience exhibited by Seth in the recent circumstance went above and beyond what one might experience from an average financial advisor. Seth is not average, he is exemplary at what he does and as such, I would highly recommend him for any financial dealing.