G/R Wealth Management Group, LLC - Oak Park, Illinois

Okay, here’s a comprehensive overview of G/R Wealth Management Group, LLC, presented in a formal and helpful tone, suitable for someone seeking financial planning services:

Introduction to G/R Wealth Management Group, LLC

G/R Wealth Management Group, LLC is a respected financial planning firm dedicated to providing comprehensive and personalized guidance to individuals and families. Located in Oak Park, Illinois, at 400 Lake St, Oak Park, IL 60302, the firm operates with the mission of fostering financial security and achieving long-term goals. Clients benefit from a team of experienced professionals focused on building robust, adaptable investment strategies.

Specialties and Services

The firm’s core specialty lies in financial planning. This encompasses a wide range of services including retirement planning, investment management, estate planning considerations, tax optimization strategies, and insurance analysis. G/R Wealth Management Group understands that each client’s situation is unique, and therefore, they prioritize a tailored approach. They aim to develop strategies that align with individual risk tolerance, financial aspirations, and life stages. Their services are designed to be accessible and understandable, ensuring clients feel informed and empowered throughout the process.

Location and Accessibility

The firm’s physical location at 400 Lake St, Oak Park, IL 60302, offers convenient access for clients in the surrounding area. Furthermore, G/R Wealth Management Group demonstrates a commitment to inclusivity and accessibility. Facilities include:

• A wheelchair accessible entrance
• A wheelchair accessible parking lot
• A wheelchair accessible restroom
• Restroom facilities

Contact Information and Online Presence

For inquiries and scheduling appointments, clients can reach G/R Wealth Management Group at Phone: 083156464. They maintain an active online presence through their website: Website: grwmg.com. The website offers valuable resources, including information about their services and team members. Notably, the firm offers online appointments, providing flexibility for clients.

Client Feedback and Reputation

G/R Wealth Management Group has garnered positive feedback from its clients. A review of their Google My Business profile indicates an average rating of 5/5, reflecting a high level of satisfaction. Client testimonials highlight the firm’s dedication to providing support and expertise, especially during moments of uncertainty, and as individuals approach retirement. The team’s ability to assess financial health and offer strategic advice regarding investments, tax advantages, and insurance needs is consistently praised. It’s clear that the team’s commitment extends beyond simply managing investments – they strive to build trusting, long-term relationships.

Recommendations and Next Steps

Considering the firm’s expertise, accessibility, and positive client reviews, G/R Wealth Management Group appears to be an excellent choice for individuals seeking professional financial guidance. Appointments are recommended to ensure a thorough understanding of your financial situation and goals. We strongly encourage potential clients to visit the firm’s website at grwmg.com to learn more and schedule a consultation. Taking the first step towards securing your financial future is a significant investment, and G/R Wealth Management Group is well-positioned to assist you every step of the way.

👍 Reviews of G/R Wealth Management Group, LLC

Rachel S.

5/5

Greg, Barb, Tom and the rest of the team have been a instrumental in our financial planning, assessing our financial health and advising us on ways to improve our investment portfolio, tax advantages and insurance needs. I would highly recommend them as a young family needing guidance and support.

DR

5/5

Barb, Greg, and Tom, have been excellent partners in our desire to find financial stability as we move towards retirement. They have provided comfort, which extends even to those times that are uncertain. As time goes on, their expertise becomes more and more apparent. Thank you!