Woodfield Financial Advisors, Inc. - Deer Park, Illinois

Address: 21660 W Field Pkwy Ste 290, Deer Park, IL 60010, United States.
Phone: 8477269600.
Website: woodfieldfa.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Woodfield Financial Advisors, Inc.

Woodfield Financial Advisors, Inc. 21660 W Field Pkwy Ste 290, Deer Park, IL 60010, United States

⏰ Open Hours of Woodfield Financial Advisors, Inc.

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Overview of Woodfield Financial Advisors, Inc.

Located at 21660 W Field Pkwy Ste 290, Deer Park, IL 60010, United States, Woodfield Financial Advisors, Inc. stands out as a premier financial planning firm. With a comprehensive suite of financial services, this company offers tailored advice to individuals aiming to secure their financial futures. The firm's contact information includes a phone number: 8477269600, making it easy for prospective clients to get in touch. Their professional approach is further highlighted by their website: woodfieldfa.com, which serves as a valuable resource for those interested in learning more about their services.

Key Features and Specialties

One of the standout features of Woodfield Financial Advisors is their specialty in financial planning. Their team, led by Martin, offers a range of services including long-range planning and yearly/monthly strategies. This comprehensive approach ensures that clients have a well-rounded financial plan. Notably, the firm's commitment to accessibility is evident in their provision of online appointments, ensuring convenience for all clients. The office itself is wheelchair-accessible, complete with a car park, entrance, and toilet that cater to individuals with mobility needs.

Appointments and Services

Appointments with Woodfield Financial Advisors are highly recommended. They encourage clients to schedule in advance to ensure personalized attention. The firm prides itself on its ability to provide on-site services, allowing for face-to-face consultations in a comfortable, accessible environment. This personalized touch is complemented by their recommendation to book appointments, highlighting their commitment to client service.

Client Reviews and Ratings

The firm's reputation is well-regarded, as evidenced by 43 reviews on Google My Business, with an impressive average opinion of 5/5. Testimonials such as: "From long range planning to yearly/monthly strategies, Martin and the WFA team are exceptional to work with. I feel taken care of and in the driver seat of my current and future financial goals." These glowing reviews speak volumes about the quality of service and client satisfaction at Woodfield Financial Advisors.

Recommendation for Potential Clients

For anyone seeking a reliable, accessible, and expert financial planning service, Woodfield Financial Advisors, Inc. is a standout choice. Their approach, which combines comprehensive financial planning with a client-friendly, inclusive environment, is ideal for those looking to take control of their financial future. Given their excellent reviews and the convenience of online and in-person appointments, potential clients are encouraged to visit their website: woodfieldfa.com to schedule a consultation. Don't miss this opportunity to work with experts who genuinely care about your financial well-being.

👍 Reviews of Woodfield Financial Advisors, Inc.

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Jared P.
5/5

From long range planning to yearly/monthly strategies, Martin and the WFA team are exceptional to work with. I feel taken care of and in the driver seat of my current and future financial goals and needs. Have recommended Martin to many friends and would recommend this firm to anyone looking to get a plan in place or continue their current financial management with confident experts. 5/5 stars easily.

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Linda K.
5/5

I chose WFA because of their fee-only option, fiduciary status, and excellent reviews. I was not disappointed! I met with Martin to get advice as I plan for retirement. His thorough analysis of my existing assets, my current life situation, and my future goals resulted in an easy-to-understand action plan that will help me feel secure in retirement. Martin was extremely helpful in advising me how to better maximize my current investments as well as how to direct new contributions going forward. His extensive knowledge and easy-going & personable demeanor were very much appreciated!

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Diana D.
5/5

I have been working with Martin for a couple years and could not be happier with the support and guidance I’ve received. Financial planning can be intimidating if you’re not an expert and he makes the process approachable, easy to understand and he customizes his guidance to your specific needs. I think so highly of him and recommend anyone who needs financial planning services to work with WFA.

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Suchitra K.
5/5

Martin was great to work with. He is very knowledgeable and professional. He was very patient with all our questions. From the moment we started working with him, we knew we were in safe hands. He is always willing to help and respond quickly to any queries we have had.
We could approach him for follow up questions; be it changes to the investments, benefits review/suggestions or even helping us with decisions such as sell vs rent our investment properties etc. We highly recommend Woodfield Financial Advisors.

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Kevin K.
5/5

Woodfield Financial Advisors is the place to visit if you are looking to work with a knowledgeable team to make sense of your financial situation. I set up an initial consultation with Martin Konsor with the goal of getting assistance with some investments that I’ve had for many years.

Even though the firm does not work with the company through which I have my investments, Martin was still happy to advise me on how to manage my portfolio on my own with the intention of maximizing my returns.

In addition to this, he sat down and listened to my financial situation, and was able to provide invaluable information that I’ll use when considering purchasing my first home. Having never worked with a financial advisor before, I really appreciate Martin’s approach to listening to everything I had to say before helping me make sense of how to manage my finances.

I walked away from my meeting with a new sense of confidence, and clearly knowing where I stand financially. Thank you Martin for your empathy, compassion and sound advice! I will definitely be using you and Woodfield for any future financial planning!

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Ashley R.
5/5

Woodfield Financial advisors is the place to go! All the gentlemen here are so kind, compassionate and knowledgeable. I stopped in without even having an appointment and Martin kindly took the time to sit down with me and invested a lot of his valuable time to go over my financial situation. He listened to my concerns and questions. He was so uplifting and encouraging and wrote out a strategic plan of action for me to take in my financial goals. He sent me a follow up email the very next day and encouraged me to reach out any time. What a pleasant and comfortable experience this was, especially when talking about very personal life circumstances, thank you Martin!

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
Kathy M.
5/5

I have been a client of Woodfield Financial Advisors for nearly 30 years and have been very pleased with their professionalism, financial planning strategy and customer service. My advisor is Jim Dobbs and each year we sit down at least one time (or more) to discuss my portfolio, his strategy for me, and to learn if my financial needs have changed. Once we have discussed any changes on my end, the portfolio has been updated. Over the years, they have made changes to their strategy and always updated me before any changes have been made. Thus, my trust level has never waivered in 30 years. In fact, one of my sons, now invests at Woodfield Financial Advisors and Martin is his advisor. I know he trusts and appreciates Martin’s down-to-earth approach, honesty and advice. Jim, Don and Martin are a great team!

Woodfield Financial Advisors, Inc. - Deer Park, Illinois
sean A.
5/5

I rarely post any ratings online but I am incredibly appreciative of Martin at Woodfield Financial. I have worked with him a few times now and each time he has been incredibly knowledgeable, patient and insightful. He has taken the time to understand my concerns and does a great job talking me through the pros and cons of the decisions. If you are seeking financial advice, I highly recommend Martin!

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