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CAFG Wealth Management, Inc.
- Investment Service
- North Barrington, IL
About this business
The coordinated team of advisors at CAFG, along with our partners, are highly experienced in providing you guidance as you transition through life. Your wealth management team will consist of the following professionals: Financial Planner and Paraplanner Investment Strategist Tax Specialist Estate Planning Attorney Risk Management Specialist Mortgage Advisor Career Coach Service Coordinator We are able to coordinate with your existing professionals or construct the right team for you. Let us take the guesswork out of your ... read more
Location details
110 South Wynstone Park Drive, Suite 103, North Barrington, IL, 60010, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Brian Lynn has been our financial advisor for the past 20+ years. We are now retired and could not have asked for a more knowledgeable person to have helped and planned our financial future. Since opening Claritas he and Rob Costello (operations manager) have gone above and beyond to meet our financial needs. We highly recommend Claritas Financial Partners.
I've worked with Brian for >15 years and he and his team has been proactive in all manners of our portfolio management. I also work frequently and closely with Jim, John, and Rob and appreciate their prompt attention to our needs and any questions we may have.
Working with John Fessler and Claritas partners has been a great experience and they have delivered very good results for us. We have done very well with their advice and recommendations over the years. They have done a great job for us. We consider ourselves very lucky to be working with John and his team at Claritas with our retirement funds and Life Insurance.
working with the Claritas Financial and Nick Bevad has been a pleasure. we have been with nick for approximately 20 years. advice is also spot on. never have to worry. highly recommend. have a great holiday season.
My dad took a chance on Brian and mentored him. Since Dad’s passing my family and I have allowed Brian to handle our finances . I have nothing but strong praise for Claritas and its managing partner . Brian and staff are nothing but professional and always take the time to discuss any and all possible financial situations . I give Brian 6 ******
Frequently asked questions about CAFG Wealth Management, Inc.
How is CAFG Wealth Management, Inc. rated?
CAFG Wealth Management, Inc. has a 5 star rating with 4 reviews.
When is CAFG Wealth Management, Inc. open?
CAFG Wealth Management, Inc. is open now. It will close at 5:00 p.m.