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F5 Financial
- Financial Services
- Naperville, IL
About this business
Location details
50 S Main St Ste 200, Naperville, IL, 60540, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We spent a flat fee to get analysis and advice and are extremely satisfied with our experience. Curt is knowledgeable and thorough, and spent a great amount of time with us to address many questions and issues. He modeled complicated scenarios several times in line with our evolving life goals - including living abroad, and also provided the very detailed advice we were seeking on investment strategy including specific action items to re-balance to meet our goals while avoiding unnecessary taxes and other losses. As an added... read more
I had a consultation with Curt recently in regards to developing an approach to a specific debt situation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.
My wife and I meet with Curtis and his team for retirement check in process to see if we are on track and be ready someday in the future when we decide its time. I can not say enough great things about Curtis and team. They took the time really understand our financial position and what we wanted to do when we retire. We covered a whole gammit of topics from 401k to Roth conversions, tax planning, estate planning with kids, investment portfolio balancing as well as personal items we wanted to achieve. There services and know... read more
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
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
Frequently asked questions about F5 Financial
How is F5 Financial rated?
F5 Financial has a 4.9 star rating with 29 reviews.
When is F5 Financial open?
F5 Financial is closed now. It will open at 8:00 a.m.
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