Downey Financial Group - Bartlett, Illinois

Downey Financial Group: A Comprehensive Overview

Downey Financial Group is a distinguished financial advisory firm dedicated to providing comprehensive financial planning and investment management services to individuals and families. Located at 806 W Bartlett Rd, Bartlett, IL 60103, United States, the firm operates with a commitment to building long-term relationships based on trust, integrity, and a deep understanding of their clients’ unique financial goals. Their primary focus is on delivering personalized solutions designed to help clients achieve financial security and realize their aspirations. The firm’s telephone number is 6302336060, and their website, downeyfg.com, offers a wealth of information for prospective clients.

Specialties and Services

Downey Financial Group specializes in acting as a Financial Advisor and a Financial Planner. This dual role allows them to offer a holistic approach to financial management, encompassing a wide range of services including retirement planning, investment management, estate planning, tax planning, and insurance strategies. They pride themselves on being a fiduciary, meaning they are legally and ethically obligated to act in their clients’ best interests at all times. Their services are tailored to meet the diverse needs of their clientele, from young professionals establishing their financial foundations to retirees seeking to preserve and grow their wealth. The firm’s experienced professionals work diligently to develop customized strategies that align with each client’s individual circumstances and objectives.

Location and Accessibility

The firm’s physical location in Bartlett, Illinois, provides a convenient and accessible environment for clients. The address is 806 W Bartlett Rd, Bartlett, IL 60103. Downey Financial Group is committed to ensuring that all clients, regardless of mobility, can comfortably access their services. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a dedication to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are required, and are strongly recommended to optimize the planning process, allowing for sufficient time to discuss financial goals and strategies thoroughly. The environment is designed to be professional and welcoming, fostering open communication and a collaborative approach to financial planning.

Client Feedback and Reputation

Downey Financial Group has garnered a positive reputation within the financial community, consistently receiving favorable feedback from its clients. Currently, the company boasts 44 reviews on Google My Business, reflecting a substantial level of client engagement and satisfaction. The average opinion rating is a remarkable 4.8 out of 5, highlighting a strong commitment to client service and professional expertise. Many clients appreciate the firm's personalized attention and proactive approach to financial management. A recurring theme in the reviews emphasizes the value of having a trusted advisor who genuinely understands their clients’ needs and goals. The firm's ability to provide clear and concise financial advice, coupled with a genuine concern for their clients' well-being, contributes significantly to their positive reputation. It’s evident that Downey Financial Group prioritizes building lasting relationships based on mutual trust and respect. The emphasis on online appointments adds to the convenience and flexibility for clients seeking to manage their finances efficiently.

Key Features and Benefits

• Personalized Financial Planning: Strategies tailored to individual needs and goals.
• Investment Management: Professional management of investment portfolios.
• Retirement Planning: Comprehensive planning for a secure retirement.
• Estate Planning: Assistance with estate planning and wealth transfer.
• Tax Planning: Strategies to minimize tax liabilities.
• Insurance Strategies: Guidance on appropriate insurance coverage.
• Fiduciary Standard: Commitment to acting solely in the client's best interest.

Downey Financial Group distinguishes itself through its commitment to ongoing support and communication. They believe in maintaining regular contact with clients to monitor their financial progress and make necessary adjustments to their strategies. The firm's dedication to providing exceptional service has resulted in a loyal client base and a strong reputation for integrity and professionalism. They consistently strive to stay abreast of the latest financial trends and regulations, ensuring that their clients receive the most up-to-date and relevant advice.

👍 Reviews of Downey Financial Group

Cullen C.

5/5

After my husband died, I wasn’t paying attention to our investments. I was referred to Ed Downey by my brother-in-law. I’ve been with Ed for 4 years and Ed has grown my investments. I now feel very financial secure. I would recommend Downey Financial Services to anyone who needs a fiduciary.

Margaret Chwatal

Kathy F.

5/5

We were looking for an honest and capable fiduciary/financial investment planner and found exactly what we were looking for in Ed Downey. Ed and his staff are so easy to work with and always keep us informed as our investments continue to grow. If you are looking for an investment financial planner, do not hesitate to call Ed Downey.

Ron N.

5/5

I was coming up on my 5 year retirement window and wanted a professional to handle my assets and educate me and my wife on our investment options, budget, and retirement needs. My parents had been with DFG for years leading up to their retirement and then into retirement. I was impressed with how Ed had managed their retirement investments. They highly recommended Ed and we have not regretted the decision. DFG provides the peace of mind we need to weather the market and economy ups and downs. Additionally, they provide an annual update as to our budgetary needs while increasing our knowledge on financial options and future concerns regarding tax obligations, reducing tax burden, life insurance, health savings, social security etc. Ed does the research for tailored investments and life insurance and presents them to us in an educational format, answering our questions along the way. DFG provides us with confidence knowing that we will not run out of money before we run out of time.

Janet V.

5/5

Working with the Downey Financial Group, Inc. has been an extremely positive experience. Ed is very knowledgeable when answering our questions to building a secure financial portfolio to meet our needs and goals for a successful retirement.

Sandy S.

5/5

Their office is located nearby. My experience with Downey Financial Group has been very positive. Everyone in the office is very friendly, responsive and easy to work with. Mr. Downey is knowledgeable provides investment projections based on my entire financial profile and desired risk level. I’m totally satisfied with the growth and earnings of my investment. With so many things happening in the world today that have potential to impact the financial industry, they have been great with communications providing information which has helped managing any stresses regarding my investments. Downey Financial is the third investment office I’ve worked with and I trust them and would highly recommend their services.

Kevin W.

5/5

The Downey Financial Group very professional and makes me very comfortable with them handling our investments! when we have our Annual Review Webinar, Ed Downey is prepared and ready to advise and answer any questions we might have! We are very happy as to where our investments are! we would definitely tell someone to consider the Downey Financial Group!

Laurie G.

5/5

My previous employer was settling pension accounts and I didn't know whether to take monthly payments or a lump sum. I contacted Ed Downey and he was a big help, so my husband and I hired him as our advisor. We learned that we already had enough wealth to retire five years early. It's such a relief to have an expert managing our money. I never worry about the economy or stock market because we have guaranteed income. We keep spending money as usual, while our wealth keeps growing. Finding Ed Downey was an unbelievable blessing!

Joseph K.

5/5

First came to know about Downey Financial in 2014, when I had them do my taxes. My wife and I had a meeting with them a few months later to discuss my retirement plan. We agreed to contract with them to handle our retirement funds and are still trusting them to manage various funds. We originally lived in Illinois and have since moved out of state, but they still contact us to see how things are going, as well as emailing various informational letters and articles. Thank you, Ed Downey and your staff, for your concern.