Copperwood Financial, Inc. - Burr Ridge, Illinois

Copperwood Financial, Inc.: A Comprehensive Guide

Copperwood Financial, Inc. is a reputable financial planning firm located at 745 McClintock Dr Suite 308, Burr Ridge, IL 60527. The company's phone number is 05818998 and their website can be found at copperwoodfinancial.com.

Specialties and Services

• Financial planner - Copperwood Financial specializes in providing comprehensive financial planning services to help individuals achieve their long-term financial goals.

Other Points of Interest

• Online appointments - The firm offers the convenience of scheduling appointments online.
• Onsite services - Copperwood Financial provides personalized services at their physical location.
• Wheelchair accessible entrance, parking lot, and restroom - The company's facilities are designed to be inclusive and accommodating for individuals with disabilities.
• Appointments recommended - While not mandatory, making an appointment before visiting is encouraged to ensure the best possible service.

Client Reviews and Opinions

Copperwood Financial, Inc. has received four reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the firm's commitment to personalized service, attentiveness to their needs, and effective investment strategies.

One satisfied client, Larry Gatz, shares his experience, saying, "Larry has always been available, takes the time to answer your questions, listens to your concerns, and most importantly delivers recommendations and investment strategies that meet your needs. I couldn't be happier, and it is an awesome feeling to be able to be confident that my retirement will be well funded and comfortable. Appreciate everything Larry has done for us." This glowing review highlights the company's dedication to building long-term relationships with clients and achieving successful financial outcomes.

Final Recommendation

For anyone seeking a reliable and personalized financial planning experience, Copperwood Financial, Inc. stands out as an excellent choice. With their commitment to exceptional service, wheelchair accessibility, and an impressive track record of satisfied clients, this firm is well-positioned to help individuals achieve their financial goals. We highly recommend visiting their website or contacting them directly at 05818998 to learn more about their services and schedule an appointment today.

👍 Reviews of Copperwood Financial, Inc.

Barry B.

5/5

Larry Gatz is not my first financial advisor, but he has earned my trust and I see no need to look any further. Larry has always been available, takes the time to answer your questions, listens to your concerns, and most importantly delivers recommendations and investment strategies that meet your needs. I couldn’t be happier, and it is an awesome feeling to be able to be confident that my retirement will be well funded and comfortable. Appreciate everything Larry has done for us.

Monarch A. G. I.

5/5

As a CPA firm we are always striving to get the best outcomes for our clients. Knowing that we are experiencing the same quality we like to provide to our clients is gratifying. Larry is intuitive, professional and entertaining individual. We will continue to use his services, and refer him as our top financial advisor.

nancy H.

5/5

Larry took the time to understand my broader goals and situation and with that insight is proactive in advising financial strategies and connecting to appropriate resources. He's a terrific advisor and pleasure to work with - Highly recommend!

Jeff H.

5/5

Really great explanations, advice and guidance!

Thanks Larry.