Briggs Financial Inc. - Round Lake Beach, Illinois

Address: 256 E Cherry Cove Ln, Round Lake Beach, IL 60073.
Phone: 72427804.
Website: briggswealth.com
Specialties: Financial planner, Investment service, Tax preparation.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 51 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Briggs Financial Inc.

☎️72427804

⏰ Open Hours of Briggs Financial Inc.

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Sunday: Open 24 hours

Briggs Financial Inc. Overview

Briggs Financial Inc. is a well-established financial services company located at 256 E Cherry Cove Ln, Round Lake Beach, IL 60073. This reputable firm has been serving the community for several years and has earned a stellar reputation for its exceptional services.

Specialties and Services

Financial Planning
Investment Services
Tax Preparation

With a focus on these key areas, Briggs Financial Inc. caters to a wide range of clientele, offering personalized solutions to meet their unique financial needs. Their expertise and commitment to excellence have set them apart in the industry.

Accessibility and Amenities

Online appointments: Making it convenient for clients to schedule consultations from the comfort of their own homes
Wheelchair accessible entrance, parking lot, and restroom: Ensuring that everyone can access their services easily
LGBTQ+ friendly: Demonstrating their commitment to providing inclusive services to all clients

To ensure the best possible experience, Briggs Financial Inc. recommends scheduling an appointment in advance, as this allows them to provide the highest level of attention and personalized service to each client.

Testimonials and Reputation

With an impressive 5/5 average rating based on 51 reviews on Google My Business, Briggs Financial Inc. has consistently received praise from satisfied clients. One notable review highlights the exceptional service provided by Shawn and his team, who helped a client feel comfortable and excited about handling their tax filings.

Briggs Financial Inc. has cultivated a reputation for delivering top-quality financial services, and their positive feedback speaks volumes about their dedication to client satisfaction.

Final Recommendation

If you are in search of a reliable and professional financial services provider, look no further than Briggs Financial Inc.. With their expertise in financial planning, investment services, and tax preparation, along with their commitment to accessibility and client satisfaction, they are the perfect choice for anyone seeking to secure their financial future.

We highly recommend contacting Briggs Financial Inc. at 72427804 or visiting their website at briggswealth.com to learn more about their services and schedule your appointment today

Don't miss the opportunity to work with a team that has consistently delivered exceptional results and has earned the trust of countless clients. Briggs Financial Inc. is the right choice for all your financial needs.

👍 Reviews of Briggs Financial Inc.

Briggs Financial Inc. - Round Lake Beach, Illinois

Amanda G.

5/5

Had the pleasure of working with Shawn for filing my taxes. I was behind, anxious and scared to get the process started of catching up. Shawn and the rest of the team did an amazing job assuring me and helping me feel comfortable and excited to get this properly handled and resolved. I hope to always work with Briggs Financial for all future tax filings and any other financial advice I may need.

Emily S.

5/5

A couple of weeks ago I had my free consultation with Steven and I was blown away. I consider myself financially literate but sought him out to get his opinion on my student loans, savings etc. He actually gave me a lot of resources and I have been able to refinance my 11-17% 20 year student loans to a 6% rate to pay off in 5 years! With the amount of guidance he gave me, you would expect to have to pay for the information but it was totally free. Even though I was ready and willing to pay for financial planning with him in the future, he was honest and said that he doesn’t think I need his services at this time in my financial journey. It means a lot to know that this is an honest man that doesn’t just want to take your money. I felt through our conversation that he genuinely cares about my journey and even made another meeting with me 6 months from the initial to see how I am doing with paying off my student loans FREE OF CHARGE. I was so touched at his kindness and genuine interest in my journey. Thank you Steven!!!

Emma M.

5/5

Trusting Steven and Briggs Financial with my financial future is one of the best decisions I have ever made. Hands down.

I've had the pleasure of knowing Steven for quite some time, before he started his practice and he was always open and curious about me and my goals. When I needed help working my way out of credit card debt, I knew exactly who to turn to.

In the years I have been with Steven, I have paid off $30k in credit card debt, saved up the biggest nest egg of my life, contributed to my retirement in a way I never could before, AND started a new business, not to mention made some wonderful gains from Steven's investment choices.

Steven and his team are lifelong learners. They stay up to date with current financial and economic research and they enjoy doing it. Not only that, they are real people who really care. I have never felt so supported to go after my dreams than with Briggs Financial. They are completely on my side.

I have and will continue to recommend Briggs Financial to my loved ones and to anyone looking for a financial partner.

Christopher D.

5/5

Working with Briggs Financial has made a major impact on our families financial plan. Steven has given us phenomenal insight on our goals and keeping on track.

Our monthly conversations have kept my wife and I accountable to our financial plan and his recommendations during tough conversations are always appreciate. I cannot recommend Steven and his team enough.

Victoria D.

5/5

Steven and his team have been an extraordinary resource for my husband and I! The whole Briggs Financial team cares about the success of their clients to a degree I've never experienced with other financial services. I'm looking forward to continuing achieve great things with the support of Briggs Financial!

Kari D.

5/5

My husband and I have been clients of Briggs Financial since its inception, and Steven has always been attentive, responsive, and proactive with our financial needs and concerns. We started with budget planning, and Steven guided us to a level of stability that now allows us to focus more on investments and future planning.

Briggs Financial since its inception has continued to grow astronomically year over year, and Steven has expanded his team to include a second advisor! Shawn and Steven both operate with the highest level of care, and both of them truly care about not only their clients, but the success those clients can achieve.

Biz G.

5/5

Steven Briggs has been an excellent financial advisor to our family for the past four years. His background in teaching enables him to explain complex economic concepts in terms we can understand, from stocks and retirement to planning for college. We don't feel judged if we miss our budget goal, instead he encourages us to stick to the path we designed together. He's an enthusiastic supporter of our goals, both long and short term, and helps us make the best decision for our family's financial future. We know we are in good hands with Briggs Financial!

Brit T.

5/5

I've been working with Shawn Block for just over a year with financial planning and it has been nothing short of wonderful. I'm so grateful to have him in my corner anytime I need. Together, him and Steven are fantastic at what they do; they're focused on providing guidance /and/ educating. As an artist, I don't naturally gravitate towards understanding the world of money and they have made me feel so much more on-top of my finances than I ever have before. I highly recommend their services!