.png)
Testimonials
Ron and Tam
Crystal Lake
My wife and I have been retired for 10 years. We started working with Peter and Wealth Financial several years before our retirement. Peter and his staff have been very helpful in advising us on potential benefits due to periodic shifts in our investment portfolio. These actions have proven profitable and positive for our financial and personal peace of mind. His tax advisement has proved helpful and satisfying.
Though our relationship started out as a purely business one, we feel we have also developed a personal relationship with Peter. He always takes his time to explain the pros and cons of any financial move. We never feel rushed to make a decision and we leave Peter's office feeling satisfied with our decision, in addition to feeling happy to have spent some time with a trusted friend. We look forward to working with Peter and his staff at Wealth Financial for many years to come.
Cary and Donna
My wife and I have been working with Wealth Financial Services and Pete Conway for about 10 years.
We both retired about three years ago and we are quite pleased with the way that Wealth Financial Services and specifically Pete, has addressed our financial concerns. When we started, we indicated that we would like to have most of our money to be "low risk" and a lesser portion to be
"at risk". As it turned out, that is exactly what they have arranged. We are 77% low risk and 23% at risk. We have seen our IRA's and 401K's grow even at low risk. Yes, we might have made more money taking a more aggressive posture, but we are conservative in nature with our retirement funds.
Pete has a very friendly personality which makes it very easy to speak with him. He is a great listener when it comes to our expressing our financial concerns.
He makes financial recommendations to us but does not force them upon us. He is readily available for meetings. We trust this company with our retirement funds, and we are pleased to continue to see them continually grow.