4 Best Gold IRA Investment Companies Near Me in Naperville, IL – Retirement Planning Services
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Heritage Wealth Retirement Planning
ADDRESS: 55 Shuman Blvd, Naperville, IL 60563, United States
NUMBER: +1 630-868-9127
DESCRIPTION FROM BUSINESS: Heritage Wealth is your trusted financial advisor and financial planner in Naperville. Our team of fiduciaries is dedicated to helping you retire well. We specialize in coordinating your investments, your tax planning, and your retirement income needs so you can focus on enjoying the retirement…
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Our family has been working with David Fortosis for many years. He is professional, competent, courteous, responsive, trustworthy, and personable. David goes above and beyond to understand and meet his client’s needs, and his help with our financial planning and investments have been invaluable. I would recommend him to anyone who needs financial planning and excellent management of their investments. – Tsveta Boeva
REVIEW #2 – David has helped us enormously with retirement planning!! He helped us set up and manage a balanced portfolio aligned to our needs and aspirations with wealth and retirement life. Even more helpful, he is a beacon of calm, wise advice in anxious economic times. We always know we are taken care of! And, perhaps, most importantly, he is simply a good guy. When you are working with someone on something as personal as your lifetime of wealth creation, you need to feel you can trust the person on the other end of the line, and with David, we’ve never questioned that. We would give 6 stars if we could!!! – Dan Effland
REVIEW #3 – My wife and I highly recommended David Fortosis of Heritage Wealth to anyone looking for a knowledgeable, trustworthy, and dedicated financial planner. We had the pleasure of working with him for a few years, and during that time, he has consistently demonstrated a deep understanding of financial planning, investment strategy, and long-term wealth management. – Tim and Gemma Devine
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Stenger Family Office | Naperville Financial Advisor
ADDRESS: 400 E Diehl Rd Suite 550, Naperville, IL 60563, United States
NUMBER: +1 630-912-8431
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been very pleased with the service afforded us by the Stenger family office. Bond Roth has worked with us on our financial plan. He is very knowledgeable and skillful in carrying out our investment strategies. The customer service is also excellent with prompt and pleasant communication when desired. The process has been very beneficial in putting my wife’s uncertainties about our future finances at ease, which is priceless! The affiliated law firm (Legacy and Life Law) has also been excellent to work with. I can’t recommend this family office more highly! – marty marks
REVIEW #2 – Excellent client service and outstanding results. I am a second generation investor with the Stenger family having begun with Nick Stenger before the Stenger Family Office was established. I look forward to many more years of working with Stenger Family Office. – Lucy Phillips
REVIEW #3 – Fantastic team to work with. They are extremely knowledgeable, always communicative, and go above and beyond to ensure everything is handled smoothly. Their professionalism, expertise, and genuine care makes them a trusted partner for any financial needs. – MyMLTeam
REVIEW #4 – Just scouting out the Stenger Family Office and the one characteristics that is repeated over and over by all who shared why they selected Stenger over other major organizations was Integrity. – Bruce Aulie
REVIEW #5 – I cannot say enough good things about the team at Stenger Family Office. From the very beginning, they’ve provided thoughtful, personalized guidance that reflects a deep understanding of both financial markets and the unique needs of their clients. Their approach is not only strategic and well-informed, but also grounded in a genuine commitment to long-term relationships and client success. They treat your future like it’s their own. – Michael Aust
REVIEW #6 – My family has been working with Stenger Family Office (SFO) since day one. There is no better financial advising firm out there. At large companies you’re treated like a number. Here at SFO it’s in the name, they treat you like family. Every person that works for SFO feels like a relative to me. When I walk in everyone drops what they’re doing to greet me and ask how my family, friends and job is doing. They make me feel like their only client and treat me like a movie star when I visit the office. If I don’t have time to stop by the office, I send in an email or call them and they take care of my needs right away. Their services don’t stop at financial advising. I occasionally stop in for life advice, even if it doesn’t pertain to money. They truly are a family oriented office. – Michael Bova
REVIEW #7 – Recently met with the Stenger Family Office and can say their values and approach are aligned with my goals. Really make you feel comfortable and take a data driven common sense approach. Great team to work with and excited to build a relationship with this team. – Ryan Ermey
F5 Financial
ADDRESS: 29 S Webster St Suite 350B, Naperville, IL 60540, United States
NUMBER: +1 888-454-1086
DESCRIPTION FROM BUSINESS: F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. We provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had a consultation with Curt recently in regards to developing an approach to a specific debt situation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan for my family. I highly recommend F5 Financial for trustworthy, strategic financial advising. – Kassy Gubser
REVIEW #2 – My wife and I meet with Curtis and his team for retirement check in process to see if we are on track and be ready someday in the future when we decide its time. I can not say enough great things about Curtis and team. They took the time really understand our financial position and what we wanted to do when we retire. We covered a whole gambit of topics from 401k to Roth conversions, tax planning, estate planning with kids, investment portfolio balancing as well as personal items we wanted to achieve. There services and knowledge on investments were outstanding and looking forward to checking in again in a few years as we get closer to the next phase of life in retirement. – John Bosshart
REVIEW #3 – Before I hired F5 to manage my money, I’d worked with several financial planners that were very disappointing; they didn’t have a personalized approach and their strategies were cookie-cutter. I have known Curt with F5 Financial for about 15 years; I knew he was trustworthy, so I hired him as my financial advisor. He’s done a great job managing my portfolio – he’s set us up well with our family finances, set up our 401k, and has even helped with our small business. I like working with Curt because he takes a comprehensive view of things, including a review of our medical and life insurances to make sure we had cost-effective plans that covered our needs. Curt is detail-oriented, and that’s exactly what you need in a financial advisor. He also has strong values and a commitment to volunteering, which I admire. I’m very satisfied with the services I’ve received from F5 Financial. – Lee Leiderman
REVIEW #4 – I love that our relationship with Curt from F5 is more like a partnership, rather than a transactional relationship. We initially hired Curt because we needed help with 529 education planning, retirement planning, and long-term growth for our portfolio. The first time we met with Curt we had a gut feeling that he could be trusted, and over the last 6 years of working with him, that has really proven to be true. He is a very honest person who is fully interested in growing our money to meet our goals. My husband and I have been very happy with the direction we set out together with the management of our portfolio.
Curt is also a very spiritual guy, and every Monday he ends out his Monday Morning Motivation email which I love to read. You can tell that he is interested in more than financial planning; he’s likes to help everyone grow holistically, too. I really like having someone like that as my financial advisor. – Monica Garg
REVIEW #5 – I’ve worked with Curt and F5 Financial for about 7 years now, and I’ve had a very positive experience. I wanted to hire a fee-based advisor, and not an agent who would try to sell me on investments. I interviewed a few fee-based advisors and Curt talked about comprehensive financial planning, which appealed to me. He helped us consolidate so that our retirement planning, 529 savings, and budgeting for our family finances were under one overarching plan. Curt is very knowledgeable and I was impressed by his philosophy on financial planning, and how you should be diversified to maintain a robust portfolio. Curt is approachable, quick to help, and maintains open communication, and I look forward to working with him for many years to come. – Tom Hoffer
REVIEW #6 – Curt with F5 is a great guy to work with. I hired him because I needed a financial advisor to help me plan for my retirement, my budgeting, and help with 529 education planning for my children. I like working with Curt because he’s very hands on, and I talk with him personally about the health of my finances. He is also a good person with good intentions, and I have found that I have the most success in life when I surround myself with people like him. These days, I feel very secure in my financial health and I recommend working with Curt and F5 if you need a financial advisor. – garett harvey
REVIEW #7 – I hired Curt because I was impressed by his F5 business model and how he prioritized customer care. With other advisors, we would hear from them once a year, but Curt regularly checks in with us to see how we are on a personal level, and to see if there have been changes to our lifestyle that could impact our portfolio. His method for money management is data-driven, which I like, and he takes a comprehensive approach to managing our retirement planning, investments, tax planning and budgeting. Curt even helped us set-up our trust.
Curt makes sure we’re well informed re; our investments which empowers us in our decision-making. With other financial experts, it was expected to blindly follow their advice. Curt understands that clients should be active participants in their financial planning in order to achieve goals that matter to them.
Curt brings integrity to his work. I highly recommend working with him and his team if you need a trustworthy and knowledgeable financial advisor. – Nicki Anderson
Fiduciary Financial Partners, LLC
ADDRESS: 1250 E Diehl Rd #404, Naperville, IL 60563, United States
NUMBER: +1 630-780-1535
DESCRIPTION FROM BUSINESS: Fiduciary Financial Partners is a Naperville-based financial planning firm specializing in retirement planning for individuals approaching or in retirement and 401(k) solutions for small and mid-sized businesses in the DuPage County area and beyond.
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We could not be happier with FFP. The communication, advice, and results been excellent. Over the years we have worked with them, we have seen that they have our best interests at heart, and they always go the extra mile. We have confidently recommended them to our closest friends, and those friends have been similarly happy with the FFP. John Hillman, Miaciah Manuel, and the entire staff have spared no effort to expertly manage our accounts. – Steve Fallon
REVIEW #2 – I am writing to recommend the services of Fiduciary Financial Partners LLC. I have been a client of FFP for a year now, during which time they have dug deep into every aspect of my life. They have researched to ensure property handling of all of my assets, my trusts, my wills, my power of attorneys, property titles, titles for large purchases, and consistently listened to my needs. They of course do an excellent job of financial planning and investment management services, but also a whole lot more. I feel comfortable knowing someone has reviewed all details of my life as well as my finances to ensure we are being prudent and have a total vision for tomorrow and into the future. I can now sleep soundly at night knowing my affairs are in order. – Thomas Chesna
REVIEW #3 – We have worked with the team at Fiduciary Financial Partners for many years and could not be more pleased with their partnership. It is rare to find advisors that combine expertise and trust but we found it with the team at FFP. – Michael Byrne
REVIEW #4 – I am happy to say, every time, since my wife and I transferred our investment account to FFP, we have seen a steady upward tread in the account. As with all investments there are periods when corrections take place but we have always recovered in a reasonable amount of time and continued the upward trend. Every time I have spoken with Miaciah, our counselor, he has been very friendly and attentive and offered good advice. I would give a AAA+ rating to FFP if anybody who would ask me about this company. They also put out a monthly news letter and a quarterly Zoom presentation of about one hour discussing the past quarter. – Phillip Ritchey
REVIEW #5 – FFP is a quality place with intelligent, caring, hard-working people. From the advisors to the staff they are efficient and friendly with a quick response to all of my needs. I personally work with Miaciah Manuel and he is fantastic to work with and we have a long and healthy relationship. – Gary Huisinga
REVIEW #6 – Fiduciary Partners is a great partner to work with for your immediate & future financial needs. They’re customer centric approach matched our financial risk profile to our goals. They’re responsive when we have questions and are available to engage whenever we need to. – Joseph Rubino
REVIEW #7 – Miaciah and Nate are incredible financial partners. We’ve been working with them for about eight years now, and during that time, we’ve gone through major life changes that have dramatically affected our income and savings. They’ve been there every step of the way — not only offering financial guidance, but also cheering us on as true champions.
We’re not naturally great with money management and knew nothing about investing when we began. Miaciah and Nate helped us build real knowledge and confidence around our finances. They’ve also strategically invested our money across diverse channels, helping us grow our wealth and make our money work for us.
Today, we learned that when we first started, we had only a 3% chance of reaching our retirement goals. Now, eight years later, we’re at 70%. That’s huge for us, and we finally have peace of mind knowing we’re on the right path. With their continued guidance and strategy, we have no doubt we’ll one day reach 100%.
If you ever wake up in the middle of the night in a cold sweat, worrying about your finances and not knowing where to start, you need to talk to these guys. The icing on the cake is that they’re smart, funny, and empathetic — and they genuinely care about your well-being. We’re so grateful to be working with them. – Laura H Doughty
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