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Keywords: establishment,finance,point_of_interest

Symmetry Financial Advisors - Rockford (IL)

Address: 🏡 6833 Stalter Dr # 201, Rockford, IL 61108

Phone : +1 (815) 420-4404

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH9tVKpG5CIgR5WUZ9tX1pWI

Where is Symmetry Financial Advisors 🏡?
6833 Stalter Dr # 201, Rockford, IL 61108
What is the phone number Symmetry Financial Advisors 📱?
(815) 420-4404
What Clients Are Saying about Symmetry Financial Advisors (on GG)

5 /5 Sandy Parker: We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.

5 /5 Duane Introwitz: My wife and I have had an awesome experience working with Nick Kloster and Jody Stieg. Nick has worked with us to develop an excellent financial portfolio! He also makes sure that we are on track for our financial future. Nick is honest and always in contact with us. We highly recommend his services!

5 /5 Kevin Buchanan: I too met Nick when he was going door to door. My wife and I thought it was unique that he was doing that and decided that we would definitely keep him in mind. When the time was right we sought him out and were glad we did. Nick is an outstanding young man and has always been there for us for all of our financial decisions. I always try to push friends and family towards him. We find him kind, courteous, and extremely knowledgeable. He will always be our advisor as long as he stays in the business.

5 /5 Jeff Wills: My wife and I live in Indiana and thanks to Zoom meetings we have found that Nick can (and has) set up meetings with us just as if we are right there in his office. Jody is awesome and assists with (easy) DocuSign(ing) of documents. Nick is trustworthy and accurate and on top of his game. Anyone can and should feel at ease working with Nick and staff if they live outside of Rockford!! We are most satisfied!!

5 /5 Mark Mitchell: Nick is one of the hardest working financial advisors I have ever worked with. Very happy with our portfolio performance under his tenure. I highly recommend him to anyone who is interested in increasing their wealth.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJH9tVKpG5CIgR5WUZ9tX1pWI

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Wells Fargo Advisors - Rockford

Imelda Reese: Jack Wheeler and his team always has our Best interest at heart,He literally goes out of his way to help us administer our finances from beginning to end ! Jack wheelers mild manner and confidence put us at ease,so refreshing. He reminds me of George Baily on "A Wonderful life" Because of his loyalty to community and the care we received ❤️ Grateful for his wisdom and help. Thank you Jack Wheeler and yr team Merry Christmas Mrs Reese

Savant Wealth Management - Rockford

Jeffrey Wampler: Watch your money with these guys, the only positive thing, I can say is they are honest about who they are in marketing ("fee only advisory firm"), sad I was too dumb to understand, the is NOT a feature. Their advisor Tony Spartanburg told me about their track record and that they have 1M floor, while they have many articles suggesting they need 300K as a minimum. Regardless they got the 1M, invested about 1/2 of it after a month, then charged fees for 5 mos with still only 1/2 invested, and what they invested lost money. But, heres the cool part (for them) if at any moment there is an increase in the assets they charge fees over the 1M floor @1%, and when its at a loss, they say its a floor. So.... if you consider this company make sure you understand their fee structure. Also to add, I have 6 other firms I work with, and the same window was a gain on invested assets, and Savant was a loss. As with any investment, no one should care about fees if its making more than their peers net of fees. In my case, they not only didnt make any money, but, lost money, doubled down on fees, and had a pompous attitude when I called to discuss it. IMHO there are much better firms to invest with.

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