Serv Financial Services - Oswego, Illinois

Okay, here’s a comprehensive overview of Serv Financial Services, designed to be helpful and informative for potential clients, formatted as requested:

Serv Financial Services: A Reliable Partner for Your Financial Needs

Serv Financial Services is a dedicated financial institution located in Oswego, Illinois. They operate with a commitment to providing clear, transparent, and personalized financial guidance. The company’s core mission is to empower individuals and families to achieve their financial goals through strategic planning and expert support. They are striving to build long-term relationships based on trust and a deep understanding of each client’s unique circumstances.

Location and Contact Information

Serv Financial Services is situated at 3201 Orchard Rd, Oswego, IL 60543. Clients can easily reach them by phone at Phone: 03830000. For more detailed information and access to resources, their website is Website: servfs.com. The company emphasizes accessibility, offering a wheelchair accessible entrance and a wheelchair accessible parking lot to ensure everyone can comfortably visit.

Key Features and Services

Serv Financial Services specializes in a range of financial services, designed to cater to diverse client needs. While specifics may vary and are best discussed with a representative, they generally focus on:

• Retirement Planning: Helping clients develop strategies for a secure and comfortable retirement.
• College Savings Planning: Assisting families with saving for their children's education.
• Portfolio Management: Providing guidance and oversight for investment portfolios.
• Financial Planning: Creating comprehensive financial plans tailored to individual goals and priorities

Points of Interest & Accessibility

Beyond their core services, Serv Financial Services demonstrates a commitment to customer convenience. On-site parking is available, further enhancing access to the facility. The wheelchair accessible entrance and parking lot reflect a dedication to inclusivity and ensuring everyone feels welcomed.

Client Feedback and Reputation

Serv Financial Services currently has 2 reviews on Google My Business, with an average opinion of 3/5. These reviews suggest a strong emphasis on client communication and personalized service. Feedback consistently highlights the responsiveness and transparency of a key individual, Kevin, who appears to be a central figure in providing insightful advice and education to clients. The desire to educate clients on their financial options and to provide a second set of eyes on their investments seems to be a recurring theme, suggesting a commitment to empowering clients with knowledge. While the overall rating is moderate, the positive comments indicate a potential for significant improvement in client satisfaction if certain areas are addressed.

👍 Reviews of Serv Financial Services

Roo H.

1/5

A disgusting mortgage servicing dump that changes its name to try and hide what they do. That's right, "Allied First Bank", we know this is still you! You can't hide!

Patrick F.

5/5

Kevin has been a refreshing change to an industry filled with over-promising and hidden fees.

Kevin is always responsive, transparent and takes the time to educate his clients. Whether its planning for retirement, college savings or just wanting a second pair of eyes on your portfolio - Kevin is your go-to!