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Valley Financial Planners

5.0

About this business

Location details

600 N 1st Bank Dr, Palatine, IL, 60067, United States

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WeekdayScheduleStatus
Mon7:30 a.m. to 8:00 p.m.
Tue7:30 a.m. to 8:00 p.m.
Wed7:30 a.m. to 8:00 p.m.
Thu7:30 a.m. to 8:00 p.m.
Fri7:30 a.m. to 8:00 p.m.
SatClosed
SunClosed
5.09 reviews
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Jose Hansen's profile image
Jose Hansen 
on Google
6 years ago

I have been putting off seeing a financial planner for a few years now, thinking that financial planning is expensive. But I was very wrong. Valley Financial Planners rates are completely reasonable and they only charge for the time they actually spends on your case. I got piece of mind, a call to action and complete understanding of the scariest aspect of my life for a great price. After talking to Jonathan I feel a million times better about my financial life. Highly recommended. 

Donna Cox's profile image
Donna Cox 
on Google
6 years ago

I worked with Terry at Valley Financial Planners for some financial advice when I just graduated and he was very professional both on phone and face to face. He explained to me how he was going to take care of my financial situation and listed a number of things I should work on. I would recommend this company for any one needing financial advice. Thanks again! 

Jason Shaw's profile image
Jason Shaw 
on Google
6 years ago

My experience with Valley Financial Planners can be described with: trustworthy, professional, innovative. I started working with Valley Financial Planners over 3 years ago, and as someone with a background in the industry myself, I can say I'm totally comfortable mapping out my financial life with their guidance. Danny has always been my contact guy. He makes sure he has a solid understanding of your situation and of the things that matter to you. Then he works with you to create a plan and adjusts as needed. I've met many ... read more

Linda Robertson's profile image
Linda Robertson 
on Google
6 years ago

I have worked with the company for a couple of years! I could not be more happy! Danny was very helpful and made everything easy to understand. He also discussed several options for me and gave his advice on what the best plan for me. Absolutely the best financial planning firm I have ever worked with. I look forward to. 

Jesse Lynch's profile image
Jesse Lynch 
on Google
6 years ago

I am very happy with the service and would have no hesitation in recommending them to anyone looking for a financial adviser. This is my second year working with Valley Financial Planners. Throughout this time I have worked with different advisors; very knowledgeable, friendly, helpful and above all totally professional. 

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Frequently asked questions about Valley Financial Planners

How is Valley Financial Planners rated?

Valley Financial Planners has a 5 star rating with 9 reviews. 

When is Valley Financial Planners open?

Valley Financial Planners is closed now. It will open tomorrow at 7:30 a.m. 

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