Assured Concepts Group Ltd - East Dundee, Illinois

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Assured Concepts Group Ltd - Your Trusted Financial Advisor in East Dundee, IL

Assured Concepts Group Ltd, located at 1141 E Main St #215, East Dundee, IL 60118, is a renowned financial advisor and planner firm known for their professional, insightful, and trustworthy services. With a team that stays on top of market trends and is easy to understand, they are a pleasure to work with, as testified by their 5/5 average opinion on Google My Business, backed by 20 reviews.

David, the principal advisor, has been leading the firm for about eight years, offering not only a well-rounded investment portfolio but also in-depth knowledge on retirement planning, including taxes, social security, health benefits, and more. Their commitment to client satisfaction is further demonstrated by their wheelchair accessible entrance and parking lot, ensuring everyone can access their services easily.

Specializing in financial advice and planning, Assured Concepts Group Ltd stands out for their professionalism and dedication to understanding their clients' unique needs and goals. Their expertise, combined with a friendly and approachable manner, has made them a highly recommended choice in the area.

Key Features and Services

• Financial advisor and planner
• Market trend analysis
• Personalized retirement planning
• Wheelchair accessible entrance and parking

Contact Information and Website

Address: 1141 E Main St #215, East Dundee, IL 60118

Phone: 74261077

Website: assuredgroup.com

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"summary": "Assured Concepts Group Ltd is a highly reputable financial advisor and planner firm located in East Dundee, IL, known for their professional, insightful, and trustworthy services.",
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"quality_score": "9",
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👍 Reviews of Assured Concepts Group Ltd

Judy R.

5/5

David is professional, insightful, and trustworthy. He and his team are on top of market trends, easy to understand and a pleasure to work with.

Mark S.

5/5

David has been our advisor for about eight years now, and professionally guided us through a very difficult season with humanity and grace. Highly recommend!

Ingrid O.

5/5

Dave has provided not only a well rounded investment portfolio but he is very knowledgeable on all that has to do with retirement, including taxes, social security, health benefits and more.

Eleanor L.

5/5

We have been with Assured Concepts Group for 7 years, David has helped us so much with our financial, especially helping with our retirement, I thank David so much for all the help and Kindness He has been wonderful like I said a very caring person.

Sheryl T.

5/5

Assured Concepts Group has been so helpful and supportive, they have given me piece of mind and I am no longer in fear of my financial future. David and Tony are so knowledgeable, take their time to answer questions while giving the best options available for me to reach my financial goals. I trust them completely and would highly recommend them to anyone looking for people who are invested in you and your financial future.

Ronald C.

5/5

We come from professions far from the financial world. Dave and Tony took their time to clearly explain and describe the responsibilities and expectations of investment planning. We feel secure under their guidance and well-educated to make decisions regarding our financial future.

Theresa N.

5/5

David Schlossberg has been my financial advisor for 8 years. He is knowledgeable, professional, caring, and trustworthy. He puts the client first and has always been there to answer any questions, clarify information, or suggest investments that would benefit me.
I highly recommend this group.

Joni B.

5/5

We have worked with David for over 20 years, and he has consistently provided excellent guidance in all our financials needs. He has been proactive and very knowledgeable in all aspects of our financial plans.