F5 Financial

JonPaul Jonkheer 

on Google

2 years ago

I am a business owner based in the Chicago area, and Curt has helped me personally and professionally. I have worked with Curt for close to 10 years now, and we initially hired him because we wanted to protect our assets and our children. We liked that he was local, and that he could provide us with face-to-face interaction. His advisory services have been all-encompassing – he guided us on investments and education planning set-up, procuring life insurance, creating wills, and making sure we maxed-out tax-deferred investmen... read more

Rob Coleman 

on Google

2 years ago

I couldn’t be happier having F5 Financial be my financial advisor. I have worked with Curt for about 10 years now, and the reason I hired him was because he gave me a really good feeling the first time we met. I was impressed by his story, and he reminded me a lot of my father. I also felt like I could trust him. I’d heard so many nightmare stories about financial advisors mismanaging money, or giving bad investment advice, and it was nerve-wracking to think about handing over so much of my financial information to a strange... read more

Monica Garg 

on Google

2 years ago

I love that our relationship with Curt from F5 is more like a partnership, rather than a transactional relationship. We initially hired Curt because we needed help with 529 education planning, retirement planning, and long-term growth for our portfolio. The first time we met with Curt we had a gut feeling that he could be trusted, and over the last 6 years of working with him, that has really proven to be true. He is a very honest person who is fully interested in growing our money to meet our goals. My husband and I have be... read more

Ryan Delettre 

on Google

2 years ago

Curt and the F5 team are very knowledgeable about business financials and business management, and their virtual CFO services have been crucial to helping me run my company. It’s comforting to know I can let them handle financial details so I can concentrate on other aspects of running my company. 2023 is looking like a great year for my business, and that is due in part to F5. I highly recommend working with them if you want to get a comprehensive view of your business’s finances and set it up for maximum growth. 

Patti Kazas 

on Google

2 years ago

We feel like we are in really good hands having Curt as our financial advisor. We previously worked with an advisor who didn’t seem to put a high priority on us. We have worked with Curt for over 5 years now, and he is personally interested in our success. Curt helps us with our entire portfolio – retirement planning, investment management, college savings, and estate planning. I love the holistic approach F5 Financial takes to money management, which is always working toward our goals and fits with our lifestyle. Curt’s met... read more