Latko Wealth Management, Ltd. - Frankfort, Illinois

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Latko Wealth Management, Ltd.

Latko Wealth Management, Ltd. is a reputable financial services firm located at 45 Colorado Ave, Frankfort, IL 60423. The company specializes in financial consulting, planning, and investment services, and has been providing these services to clients for many years. Family owned, the firm is known for its long-standing experience and commitment to delivering personalized, high-quality financial solutions.

The company's physical location is wheelchair accessible, with a designated accessible entrance and parking lot, as well as a wheelchair accessible restroom. Appointments are recommended to ensure the best possible service for each client. Latko Wealth Management, Ltd. is dedicated to helping their clients achieve their financial goals through personalized strategies and attentive, responsive service.

With a strong reputation in the community, Latko Wealth Management, Ltd. has earned 5 reviews on Google My Business, with an average rating of 4.2/5. Clients appreciate the friendly, helpful, and responsive approach of the staff, as well as the firm's long-standing expertise in financial planning and investment services.

To learn more about Latko Wealth Management, Ltd.'s services or to schedule an appointment, visit their website at latkowealth.com or call 54698887.

Summary

Latko Wealth Management, Ltd. is a family-owned financial consulting and planning firm with a strong reputation in the community. Located at 45 Colorado Ave, Frankfort, IL 60423, the company offers personalized financial strategies and services to help clients achieve their goals.

Keywords

Financial consultant, financial planner, investment services, wheelchair accessible, family-owned, personalized strategies

Word Count

322

Quality Score

9

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Language Used

en

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👍 Reviews of Latko Wealth Management, Ltd.

Bradley P.

5/5

Family owned with many years of experience. I have worked with them since 2020 and look forward to many more years of service. Always friendly, helpful, and very responsive.

Ross H.

1/5

DO NOT call these people. The President of this company told me he wasn't willing to teach me how to use the websites so I can know what I'm doing with my own money. He preferred I stay in the dark so he can make money without me knowing how the fee structures work or how my money is being invested. MY MONEY. This guy is listed as an ELP for Dave Ramsey and I have reported him to the Ramsey Group to get him removed.

Nathan M.

5/5

Patience, knowledge, professionalism and ethical. These are just a few words that come to mind when I think of our financial planner. Both David Sr. and David Jr. have guided our personal retirement planning & accounts and have assisted us in setting up the retirement planning & accounts for our company and employees. The whole team at Latko Wealth Management are friendly, helpful and have been there for us at every turn and we trust them implicitly.

Richard C.

5/5

Excellent service. I have complete confidence in their financial direction.

Marissa

5/5

Awesome family business!!!