Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP™ - Palatine, Illinois

Jim D.

My wife and I have been working with Rich along with Lisa for quite a few years now. We love his approach to making sure that we totally understand our options for investments. He's very interested in where we want to be and our goals. The level of personal attention is outstanding. We always feel comfortable with his recommendations and trust his guidance as we need it. Both Rich and Lisa are just genuinely nice people to work with. Trustworthy for sure!

Kristine K.

We have been working with Rich for a few years now. He and Lisa are always very prompt in answering any questions we have.

Our meetings with Rich are always casual yet informative. Rich’s approach feels very customized and not like you’re running through a checklist. I highly recommend Rich to anybody looking for a financial advisor. You will not regret it!

Holli C.

Rich has been my financial advisor for nearly 10 years now. In that time he has helped me develop and refine a well-rounded plan that aligns with my goals and comfort level. He is highly knowledgeable and respected in his field, collaborative, proactive, practical, savvy, and personable. I value and appreciate his recommendations and advice and feel good knowing that I have a trusted advisor to reach out to with any questions.

Rich G.

We have used Rich's services to manage investments for ourselves and several family members. He is very knowledgeable , easy to talk to, and quickly responsive to all our questions and financial needs. And most importantly, he has done a good job of maintaining and growing our savings amidst the crazy Market fluctuations. Lisa is usually the first one to answer phone calls and is also very knowledgable and helpful in answering many questions.

John F.

I have been working with Rich Scheflow for a few years now, and I've been very happy with his professionalism and sincerity. Rich is knowledgeable, thorough, conscientious, and trustworthy.

Rich has always provided me with a wealth of information that helps me with the financial decision-making process. And that process is never "cookie cutter". Rich tailors financial plans specifically to fit the needs of each individual investor, and I have to say that I've been very happy with the plan Rich has put together for me.

Rich is never "pushy", and I've always felt that any decision that needed to be made was always mine to make, not his. In addition, Rich is compensated on a fee basis rather than a commission basis, which I believe is better for the investor.

As a client, you hear from Rich regularly; you are not forgotten once you become his client. I always recommend Rich to my friends and family any time they are in need of a financial planner.

Jason &. S. S.

We have been working with Rich for awhile now and are so thankful for his expertise and financial guidance. We retired a year ago and he was so helpful in helping us through that process! Lisa is great to work with too - a very comfortable office environment. We highly recommend Rich!

Danielle L. H.

My husband and I have worked with Rich since 2017, and have had an amazing experience. He was able to offer multiple options to help prepare us for our future as well as suggestions to ensure our family was taken care of. We couldn’t imagine working with anyone else!

LINDA C.

Rich is an awesome financial advisor. He keeps in contact often and when I have a question or a need he responds quickly. Very knowledgeable!