Exemplar Financial Network - Crystal Lake, Illinois

Exemplar Financial Network

Exemplar Financial Network, located at 413 E Terra Cotta Ave, Crystal Lake, IL 60014, United States, is a financial consulting firm specializing in financial planning, life insurance, and tax preparation services. Their phone number is 8154594550, and their website is exemplarfn.com.

Their specialties include providing personalized financial consultation and planning, life insurance agency services, and efficient tax preparation. They are known for their personable and professional approach, helping clients meet their current and future financial needs.

Features and Services

• Online appointment scheduling
• On-site services available
• Wheelchair-accessible parking and entrance
• Wheelchair-accessible restrooms
• Appointment recommended

Exemplar Financial Network values the trust and interest of their clients, putting their needs first. Their clients feel confident in their capabilities and appreciate their timely, accurate, and personalized services.

Reviews and Ratings

The company has received 7 reviews on Google My Business, with an average rating of 4.4/5 stars. Clients appreciate the professional, personable service they receive from Exemplar Financial Network, and their ability to efficiently and accurately address their financial needs.

Megan, a client since 2013, states: "The services my family and I have received at Exemplar Financial Network have been both personable and professional, helping to meet the current and future financial needs of our family. At Exemplar, we feel confident that we are in great hands and that our family's interests are put first. In addition to financial planning, we have also relied on Exemplar for their timely, efficient, and accurate tax preparation services. We will continue to recommend Exemplar and their trusted, personalized services."

Exemplar Financial Network is a reputable company that focuses on providing quality financial services to their clients. With their convenient location, accessible facilities, and excellent customer reviews, they are well-positioned to meet the diverse financial needs of their clients.

👍 Reviews of Exemplar Financial Network

Megan O.

5/5

The services my family and I have received at Exemplar Financial Network have been both personable and professional helping to meet the current and future financial needs of our family.  At Exemplar, we feel confident that we are in great hands and that our family's interests are put first.  In addition to financial planning, we have also relied on Exemplar for their timely, efficient, and accurate tax preparation services.  We will continue to recommend Exemplar and their trusted, personalized services.  -  Megan - client of Exemplar Financial since 2013.

Kurt A.

5/5

We have been with Exemplar Financial Network for 25 plus years. We feel extremely confident with our relationship with them. We have received very professional advice on investing our money. They also handle our taxes professionally and in a timely manner. I would not hesitate to recommend them to anyone.

Nancy E.

5/5

We have been clients of Exemplar for 15 years. During that time they helped us successfully navigate the Great Recession and plan for our retirement. We have enjoyed our interaction with their professional team members and the options and advice they have provided. We would highly recommend Exemplar to help you in planning for the future.

Ted E.

5/5

I have been using Exemplar for 15 years or so and have found them to be professional, friendly and extremely helpful. Many family members and friends use their services and all seem to be happy with the work that Exemplar does. I recommend them to anyone that would ask for my recommendation.

Kris E.

5/5

We have been clients for 15 years and my parents were before us. Dave and Cameron have always been professional and very helpful. Everyone in the office is very helpful. I would definitely recommend them to anyone for their services.

Jess R.

1/5

Exemplar didn’t process our taxes properly in 2017 and here we are, year 2020 and still owe $5,000. Your company offered to do our taxes for the following year at no charge as an apology. We did not take you up on that. Reason being, I sat down with a financial advisor and specifically asked what I can do to make sure we do not owe again during consecutive years. This was asked because supposedly you set us up on a payment plan, we gave you all of our banking info, but among other things that didn’t happen. I set it myself months later after nothing had been deducted from our balance, and we ended up paying more on interest. So thank you for that. This company has been the worst headache for us, and for what they charge to file your taxes, do NOT bother.

Karen S. K.

5/5

Grate advice and looking out for the best