Briggs Financial Inc. E Cherry Cove Ln, Round Lake Beach

Briggs Financial Inc. Reviews

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  Maria Zuyeva
  5

  Steven is a great professional and knows what he's doing. He has helped me understand and manage my finances, and I feel confident trusting him with my assets. Having peace of mind is very important for me, and I had no clue what I was doing before which made me constantly worry about the future. Now my financial behavior actually makes sense, and I am thanking Briggs Financial for this. As an added bonus, they helped me figure out weird international taxation rules, which are even trickier than the domestic ones.

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  Crystal-Fair M
  5

  I cannot say enough good things about Briggs Financial! After my divorce, my financial situation changed drastically, and left me very far from where I'd hoped to be in my 40's. I've been working with them for a year and half and one of my favorite things about them is their focus on financial education, and how they have helped me learn so much about making the best choices for my future. They are patient, detailed, supportive, funny, and have been wonderfully encouraging when things don't go as planned! I've learned so much from them, and with their guidance I have made innumerable positive steps in my financial future. Steven and Shawn are wonderful individuals, and I thank my lucky stars to be working with them!

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  Meg Morris
  5

  Our family has been extremely pleased with the services provided by Briggs Financial. We appreciate the individualized advice and plan for our family’s finances and we know that our questions will always be answered as they arise. Steven and his team are exceptionally knowledgeable and work hard to be the best in the business.

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  Biz Gallo
  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!

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  Jeffrey Tabels
  5

  The Briggs Financial team is great at their job. They have helped us from the beginning steps of becoming aware of our spending, building and working with a budget, as well as setting up future financial stability. They have gone above and beyond their duties by assisting friends and family with their knowledge and expertise. I would recommend that anyone looking for a partner in their financial life go with Briggs Financial.

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  Kendra Brink
  5

  I have been a client of Briggs Financial for the past 5 years. I am blown away by the knowledge, expertise and professionalism of Steven Briggs. My husband and I have risen out of debt, built a substantial savings and retirement plan and created a plan for our children's savings. We have referred several family and friends to Briggs Financial and they have experienced the same life changing and success building future that we have. I would highly recommend Briggs Financial, we feel so lucky to have found them.

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  Andrew Stengren
  5

  Briggs financial has met and exceeded all my expectations. Not only has the firm guided my investments to great returns, but they are responsive, professional, and enjoyable to interact with any time I call with a need. I highly recommend Briggs Financial!

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  Laura Tarpinian
  5

  Briggs Financial has provide my wife (Haley) and I financial peace of mind for both the present moment and the future. Steven and Shawn have created a space for Haley and me to have productive and encouraging discussions about our financial decisions along with providing efficient tools for managing our assets. Steven is a wonderful financial coach providing insights and knowledge that has been empowering for Haley and myself. I am extremely grateful for the positivity (financially and otherwise) that Briggs Financial has brought to my life.

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  Kari Davis
  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.

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  William McAlister
  5

  My wife and I have been working with Briggs Financial for six months, and plan to stay with them for the future. They are an extremely knowledgeable firm and there’s a lot to like about them. High on my list is their client service and 1:1 approach to our finances. We meet regularly to discuss our short and long-term financial goals. They are also extremely responsive, honest, and willing to offer advice and schedule additional time when necessary. We had a good do-it-yourself plan in place that would have been ok long-term, but now we have a team that is helping us to be more prepared and to achieve so much more.