Symmetry Financial Advisors - Rockford, Illinois

Symmetry Financial Advisors

Symmetry Financial Advisors, located at 6833 Stalter Dr # 201, Rockford, IL 61108, United States, is a reputable financial services firm that provides expert guidance and tailored solutions for financial planning, investment, and wealth management. With a team of experienced financial advisors, they offer personalized service to help clients achieve their financial goals.

Specialties: Financial planner, Financial advisor, Financial consultant.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

This company has received positive feedback from its clients, with an impressive average rating of 5/5 based on 23 reviews on Google My Business. Clients appreciate the personalized attention and expert advice provided by the financial advisors, such as Nick, who has been with some clients for many years, ensuring they feel confident about their financial future.

For those seeking a reliable and experienced financial advisor in Rockford, IL, Symmetry Financial Advisors is highly recommended. Their commitment to providing exceptional service and helping clients achieve their financial goals sets them apart in the industry. To schedule an appointment or learn more about their services, visit their website or contact them directly.

Phone: 8154204404

Website: symmetryfinancialadvisors.com

👍 Reviews of Symmetry Financial Advisors

Sandy P.

5/5

We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.

Kevin B.

5/5

I too met Nick when he was going door to door. My wife and I thought it was unique that he was doing that and decided that we would definitely keep him in mind. When the time was right we sought him out and were glad we did. Nick is an outstanding young man and has always been there for us for all of our financial decisions. I always try to push friends and family towards him. We find him kind, courteous, and extremely knowledgeable. He will always be our advisor as long as he stays in the business.

Duane I.

5/5

My wife and I have had an awesome experience working with Nick Kloster and Jody Stieg. Nick has worked with us to develop an excellent financial portfolio! He also makes sure that we are on track for our financial future. Nick is honest and always in contact with us. We highly recommend his services!

Mark M.

5/5

Nick is one of the hardest working financial advisors I have ever worked with. Very happy with our portfolio performance under his tenure. I highly recommend him to anyone who is interested in increasing their wealth.

Jeff W.

5/5

My wife and I live in Indiana and thanks to Zoom meetings we have found that Nick can (and has) set up meetings with us just as if we are right there in his office. Jody is awesome and assists with (easy) DocuSign(ing) of documents. Nick is trustworthy and accurate and on top of his game. Anyone can and should feel at ease working with Nick and staff if they live outside of Rockford!! We are most satisfied!!

Andrew C.

5/5

Nick has been managing our portfolio for quite some time. He is always upfront and honest and truly has our best interest in mind. Highly recommend.

Maggie M.

5/5

The professionalism and attention to detail at Symmetry Financial are second to none. They keep us well informed and communicate often. Nick (and Jodi) attend to their clients, and make me feel like they care about me and my family.

William

5/5

Nick was very professional and gave us great financial advice to ensure we have the best plans in place for our future retirement. Nick was quick to respond and very knowledgeable in his field of expertise. I would recommend Symmetry Financial Advisors to anyone looking for financial services.