Here’s The Deal: Stenger Family Office is an independent financial and wealth management firm headquartered in Naperville, IL. Nick Stenger is the firm's chief executive officer and financial advisor. The team at Stenger Family Office travels frequently to meet with clients and can move with you if you move. Their ongoing process is based on an extensive and proactive service plan to ensure you are always informed and up-to-date on the financial markets and your financial plan. Their team of financial advisors in Naperville, IL, can work with you and your family even if you are located in another state. They have clients in nearly all 50 states and can meet you in a convenient location. They designed the Stenger Family Office to serve you and your family, building a fiduciary process around their investment portfolios and financial plans. They've created a family-first environment that serves their clients as people, not just as numbers on a spreadsheet like many large Wall Street firms. Their financial advisors are legally obligated to operate in clients' best interest, just as they would expect with their own family. They also have an office in Spring, TX.
3 Best Financial Services in Naperville, IL
Expert recommended Top 3 Financial Services in Naperville, Illinois. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 STENGER FAMILY OFFICE REVIEWS
Everyone that I have worked with at Stenger has been amazing! It can get a little stressful for me thinking about all of this. Their team makes it so much easier to understand what’s going on. I’m so grateful to have found them! I would highly recommend as they are patient, kind, trustworthy and work hard for their clients.
I interned with Nick & the team for a semester during my time at Wheaton and walked away knowing that the Stenger Family Office is passionate about and committed to upholding our traditional American values of hard work and integrity. I love this group and would recommend them to anyone looking for an advisor.
My family has grown up with the Stengers. First, my parents, then my sister and me, and now my kids. 3 generations of Bovas working with clarity and confidence with these fine people.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: F5 Financial is a fee-only financial planner in Naperville, Illinois. Curt Stowers, the president and financial advisor of the firm, is a CERTIFIED FINANCIAL PLANNER™. He graduated from the University of Illinois, earning a BS, MS, and PhD in Industrial Engineering. The team at F5 Financial provides insights and tailored strategies that inspire and equip their clients to enjoy a life of significance and financial freedom. They aim to ensure families, corporate executives, and entrepreneurs have a comprehensive financial plan to reach their life goals. They offer complete planning services and recommend low-cost, academically proven passive investment solutions. They're excited to have the opportunity to help you live a life of significance and financial freedom. They serve various clients throughout Chicago, Metro Atlanta, South Florida, and the US.
Specialty:
$Price:
Investable Assets and Annual Fees:
<$600,000: $5,000
$600,000 - $700,000: $6,000
$700,000 - $800,000: $7,000
$800,000 - $900,000: $8,000
$1,000,000 - $1,200,000: $10,500
$1,200,000 - $1,400,000: $12,000
$1,400,000 - $1,600,000: $13,500
$1,600,000 - $1,800,000: $15,000
$1,800,000 - $2,000,000: $16,500
$2,000,000 - $2,500,000: $19,000
$2,500,000 - $3,000,000: $21,500
$3,000,000 - $3,500,000: $24,000
>$3,500,000: Negotiable
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 F5 FINANCIAL PLANNING REVIEWS
Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my other financial advisor, who I felt had poor communication and was very impersonal. Curt and his team at F5 Financial manage my family’s personal investments and retirement plans, and he also set-up my construction company’s 401k plans. When we first started working with Curt, we did a discovery meeting where he captured our needs and goals, and he used that information to put together our investment profile and a plan for our long-term vision. Curt’s intentionality, his level of follow-up, and his thoroughness make him a great portfolio manager. I recommend him to anyone who needs a financial advisor.
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.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Millington Financial Advisors is a well-known financial planner in Naperville, Illinois. Charles G. Millington is the president of the firm. He utilizes his extensive financial services and accounting expertise to help align you with your financial goals. He holds an undergraduate degree in accounting and a master’s in business administration. Charles G. Millington is a certified public accountant, a CERTIFIED FINANCIAL PLANNER™, and holds 7 General Securities brokers, 24 General Supervision principals, 27 Financial/Operations principals, and 66 Uniform Combined State laws certifications. The team at Millington Financial Advisors is dedicated to meeting each client’s needs and goals. They take the time to listen, understand, and develop a financial plan that aids in building, preserving, and managing wealth. Located in downtown Naperville, Illinois, their financial advisory business primarily serves individuals and families.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 MILLINGTON FINANCIAL ADVISORS REVIEWS
I have had the incredible benefit of their financial expertise. It changed my outlook and subsequently my life. They are far a and above others I have used. I cannot recommend them highly enough.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.