ABRI | Financial Planner N Oak Park Ave, Oak Park

Zack and his team have been wonderful to work with. My family and I feel so fortunate to have Zacks’s guidance and expertise when it comes to our finances. He has helped to take the stress out of navigating the financial world and the many options out there. We appreciate his personal caring and attention to the details and uniqueness of our situation and family. We know that his advice on the next best steps for our family comes with our best interests at heart. Zack and his team have always been very timely, available and patient with any questions we have. We feel so much relief having a solid plan for our current and future finances and we have only Zack and his team at ABRI to thank for that! We would recommend him without question for anyone looking for a financial planner.

My wife and I met Zack and his team in late 2019 based on a referral from a friend and quickly began to learn about opportunities for near term and long term financial planning that we didn't know were available to us. I really appreciated the willingness to meet us at our level of financial literacy and explain principles to us with just the right level of detail. Deeper questions were met with thoughtful responses, and nothing felt rushed. And based on Zack and team's timeliness and efficiency, once we were able to reach a decision about next steps, the implementation was always seamless. We've been so impressed with the overall experience that we've felt honored to recommend him to many colleagues and friends who have had similarly positive experiences. Can't recommend highly enough!

My experience working with Zack and the ABRI team has been incredible! You won’t find a better partner to build a completely personalized and comprehensive plan for the future. Highly recommend sitting down with him for an intro.

Financial decisions are one of the most overwhelming and stressful for me because of the impact they have on my immediate family and future generations. Zack & his team have alleviated a lot of this stress for me. He has been my financial advisor for almost a decade and has seen me through single, marriage, and now marriage with family.... They are forward thinking, truly diligent and patient with every question, email, and phone call. You couldn't ask for a more honest & loyal team to help with your planning!

Zack is always willing to put in the time needed to fully explain things to us and answer any questions we have. He is very knowledgeable but is also good at simplifying things so they are understandable to the average person. We also appreciate that when we have options, he gives us the pros and cons of each choice, and has only ever shown respect for whatever decision we feel is right for our family.

I had my first meeting with Zack Wallace today and he was phenomenal! Not only was he super knowledgeable, but he really individualized his recommendations to my specific circumstances. He was able to explain information in ways that I was able to easily understand and then make changes with this information immediately. I highly recommend him and this company!

I have really enjoyed working with Zack and his team. His patient explanations and expertise help my wife and I feel in good hands financially. He cares about more than just our dollars, he has worked to give us clear plans with our unique goals and situation. Zack makes each client feel like his most important one!

Working with Zack and his team is great! Constantly professional and he provides great guidance, while also genuinely caring about those he works with. We're grateful to have found Zack to help with many important aspects of life!

I've been working with Zack since before ABRI and simply put - he's worth trusting and working with. I'd been approached by a number of "financial advisers" before meeting with Zack and they all gave me the "used car salesman' vibe. Zack had a different vibe - he obviously cared about what was important to us, didn't push things on us that would benefit him, and has worked with us in a manner that fits our current budget. Him and the ABRI team have given (and continue to give) us the tools and education we'd otherwise lack for building future financial independence and I wouldn't hesitate for a second to recommend working with them!

Working with Zack has been a great experience. He cares about our family and takes the time to understand what is important to us and explain solutions that are best suited for us. It is always a relief to connect with Zack to make sure we have our bases covered, and I am very thankful for his expertise and service. Keep doing a great job!