The Stanton Group WP | Seacrest Wealth Management, LLC - Naperville, Illinois

Introduction to The Stanton Group WP | Seacrest Wealth Management, LLC

For individuals and families seeking comprehensive financial planning services, The Stanton Group WP | Seacrest Wealth Management, LLC presents a reputable and client-focused option. Located in Naperville, Illinois, this firm specializes in guiding clients towards achieving their long-term financial goals through personalized strategies and dedicated support. They operate with a commitment to accessibility and convenience, ensuring a seamless experience for all clients.

Company Overview and Specialties

The Stanton Group WP | Seacrest Wealth Management, LLC is a registered investment advisor (RIA) dedicated to providing a wide range of financial planning solutions. Their core expertise lies in helping clients navigate complex financial decisions, including retirement planning, investment management, estate planning, and tax optimization. The firm’s philosophy centers on building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances and aspirations. They don't just offer product sales; they provide strategic guidance tailored to individual needs.

Location and Contact Information

The firm’s physical address is 2020 Calamos Ct Suite 200, Naperville, IL 60563, United States. Clients can easily reach The Stanton Group WP | Seacrest Wealth Management, LLC via telephone at 6304452380. For more detailed information and access to resources, their website is stantongwp.com. This website offers insights into their services, team members, and investment philosophy.

Accessibility Features

The Stanton Group WP | Seacrest Wealth Management, LLC demonstrates a strong commitment to inclusivity by offering several accessibility features. These include:

• Wheelchair-Accessible Car Park: Ensuring convenient parking for individuals with mobility challenges.
• Wheelchair-Accessible Entrance: Providing a smooth and easy entry into the office.
• Wheelchair-Accessible Toilet: Addressing the needs of clients requiring accessible restroom facilities.
• Toilet Facilities: Standard restroom facilities are readily available.

Client Feedback and Reputation

Clients consistently praise The Stanton Group WP | Seacrest Wealth Management, LLC for their professionalism, expertise, and personalized service. Currently, the firm boasts 4 reviews on Google My Business, all of which maintain an impressive average rating of 5/5. This overwhelmingly positive feedback highlights the firm’s dedication to client satisfaction. Here's a breakdown of the feedback:

Recommendations and Appointments

It is strongly recommended that clients schedule an appointment prior to meeting with The Stanton Group WP | Seacrest Wealth Management, LLC. This allows the team to prepare thoroughly and ensure a productive discussion. Appointments facilitate a more focused and efficient consultation, maximizing the value of the client's time. The firm understands the importance of dedicating sufficient time to address each client’s individual needs and objectives.

Key Features and Benefits

• Personalized Financial Plans: Tailored strategies based on individual goals and circumstances.
• Investment Management: Expert guidance in selecting and managing investments.
• Retirement Planning: Strategies to ensure a comfortable and secure retirement.
• Estate Planning: Planning for the transfer of assets and the protection of loved ones.
• Tax Optimization: Strategies to minimize tax liabilities.
• Accessibility Focus: Commitment to providing a welcoming and accessible environment for all clients.

Conclusion

The Stanton Group WP | Seacrest Wealth Management, LLC offers a compelling combination of financial planning expertise, client-focused service, and a dedication to accessibility. With a strong reputation and positive client feedback, they are a valuable resource for individuals and families seeking to achieve their financial goals. Their commitment to building long-term relationships and providing personalized solutions makes them a trusted partner in navigating the complexities of wealth management. The firm’s location in Naperville provides convenient access for clients in the surrounding area.

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👍 Reviews of The Stanton Group WP | Seacrest Wealth Management, LLC

Joe D.

5/5

We have been working with John for well over 15 years. We would never trust anyone else with our finances, investments and retirement planning...and here we are! With John's guidance and wise counsel specific to our retirement plan, my wife and I were able to retire two years ago at the ages of 55 & 53! We are now fully enjoying retirement and building our forever home in the beautiful state of TN. With John's direction over the years, we were able to secure our retirement and we continue to build our portfolio. Our children are now adults and have been investing and building their own portfolios with John since they were young. John is trustworthy and always makes himself available to us. He goes above and beyond. This was especially recognized when he helped us through the personal and difficult situation of making financial and care decisions for my ailing father. He used his personal experiences to help us navigate uncharted waters. For this, we will be forever grateful and consider him not only a trusted advisor but a true friend. We HIGHLY recommend John!

EB

5/5

John put together a plan for us, focused on, savings, retirement planning and my kids savings. I have a better understanding of how investments work. John explains everything so it’s easy to understand, he does not rush you. Answered my many questions.

Michele R.

5/5

John has been our financial adviser for many years. We have found him to be honest, well informed, and sincerely concerned about our welfare and security. We recommend him highly!

Bob G.

5/5

John has always been there to answer any questions I have. He is knowledgeable and always up to date on market trends.