F5 Financial is a Financial planner in Naperville, Illinois. Curt Stowers founded F5 Financial. He graduated from the University of Illinois, earning a BS, MS, and Ph.D. in Industrial Engineering. F5 Financial is a wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. They provide insight and tailored strategies that inspire and equip clients to enjoy a life of significance and financial freedom. Their mission is to ensure that families, entrepreneurs, and corporate executives have a comprehensive financial plan in place to reach their life goals. They are data-driven, factor-based, structured approaches to retirement planning does more than provide you with an adequate income stream. They offer complete planning services and recommend low-cost, academically proven passive investment solutions. They serve various clients throughout Chicago, Metro Atlanta, South Florida, and the US.
Best Financial Services in Naperville
Handpicked Top 3 Financial Services in Naperville, Illinois. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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F5 FINANCIAL PLANNING REVIEWS
I have a family and I own and run a software company, so I knew I needed a financial planner to maintain a healthy portfolio. I specifically wanted a fee-based planner to ensure the person managing my money wasn’t incentivized to make investment choices that weren’t aligned with my goals. Curt with F5 has been great to work with; he has helped get my retirement, estate, and 529 planning on track. On top of that, he has a great network of professionals that he’s been able to connect me with, to make sure my business is connected with the right plans and programs. I feel buffered by what’s going on in the economy, because I know that whatever happens, Curt has put me in the best position to handle it. Curt’s approachable and knowledgeable, and if he doesn’t know the answer to something, he’ll find it for you. If you need sound financial planning for your family or business finances, I recommend reaching out to F5 Financial.
After doing my own research (homework) about hiring a financial planner I determined that hiring a fiduciary was the way to go because they have their clients’ best interests in mind. I also wanted a financial planner that I could trust with the money that we have saved for our retirement and who conducted their business with integrity. I was able to find F5 Financial and found that they have the attributes that I was looking for in a financial planner. I recommend that others looking for a financial planner give F5 Financial a call to see it they are a good fit for you too.
I feel very secure having F5 Financial as my financial planner. I work in higher education and own a small business, and I hired Curt with F5 because I knew I needed professional help with my finances. I liked F5’s approach because they look at the whole picture. They manage my retirement and investment accounts, but they also helped me optimize things I hadn’t thought about, like my insurance and setting up a will and trust. Curt connected me with an estate attorney to get the will and trust properly created. Overall, I think Curt is a great guy. He never hounds me or hustles me, as other advisors do. He provides a level of attention that feels personal, is interested in my well-being, and even sends me suggestions for books I might like. I highly recommend working with him.
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Charles Schwab is a well-known financial planner in Naperville, Illinois. Charles Schwab assists you in aligning your financial actions with your goals using various tools, such as brokerage accounts, investment products, retirement planning, and personalized assistance from a team of seasoned professionals. In addition, Charles Schwab's experts offer comprehensive services in Retirement Planning, Wealth Management, Investment Advice, and Portfolio Management. The firm provides a wide range of investment options from prominent asset managers across the industry. Their planning tools will help you to see how much you save for your college and how much your monthly mortgage might be. They welcome you and are dedicated to providing you with clear, honest answers to any questions you may have.
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CHARLES SCHWAB REVIEWS
Beautiful offices, immediate help at front desk, customer service agents on 2 levels, parking on all sides, brew your own coffee, tea or flavored hot drinks!
Great customer service. The receptionist was fantastic and very helpful.
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Josh Lindsay s a Licensed Financial Representative at Primerica serving Naperville and its surrounding areas. He has over 22 years of experience in this financial industry. Primerica has been committed to helping families save and invest for their futures, and their 130,000+ licensed and trained representatives are located in every state. They assess client needs, provide education and offer access to straightforward solutions like term life insurance, as well as mutual funds, annuities, and other financial products from industry-leading companies. They have approximately 2.5 million client accounts and offer the best solutions to families to achieve their financial needs and goals. They can help you to develop a complete, tailored strategy to achieve your financial goals.
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JOSH LINDSAY - PRIMERICA REVIEWS
Josh has been our financial advisor for over 10 years. He helped my wife and I get our financial situation in order and have a plan to achieve our retirement goals. From getting proper life insurance coverage to clarifying retirement plans and how to achieve them. We are well on our way to retire in great financial shape. Josh also helped my mom get her investments in order after my father passed away to ensure her discretionary funds were invested safely but with growth potential. Josh is very easy to work with, patient answering questions, very knowledgeable and is proactive in staying connected with you. I highly recommend Josh.
Josh Lindsay provided an excellent presentation for our organization on the topic of Retirement Saving & Investing. He was an engaging communicator and explained the material so it was clear and easy to understand. Josh answered participants' questions and suggested resources to find additional information. He was very personable and handled the virtual format professionally. Based on our great experience, we have asked Josh to return for another presentation.
Josh Lindsay has been our financial advisor for over a decade and I can honestly say engaging with him has been a real blessing. He is the perfect example of what a financial advisor should be. one who really cares about his clients and their entire situation, not just for the sale of some product. Highly recommend!
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