Friese Financial Services Inc

Friese Financial Services Inc is a financial planner in Libertyville, IL. The firm builds individualized financial and investment strategies for its clients, with services that include retirement strategies, investment management, wealth management, estate planning, insurance approaches, and business planning. Its work covers investment counseling, insurance recommendations, portfolio management, retirement planning, tax planning alongside a client's accountant or CPA, and cash flow management, along with liaisons to attorneys, CPAs, and other specialists. The practice serves clients from its Libertyville office and a second location in Peoria, IL. It holds a rating of 5.00 from the customers who have reviewed it. The firm describes financial planning as a process rather than a product, and it works through a step-by-step approach designed to keep clients comfortable with each recommendation. That process begins by determining individual goals and needs and gaining an understanding of a client's circumstances and finances, then developing and presenting a strategy with an action plan tailored to short- and long-term objectives. The firm outlines a course of action and implements the strategy, covering both big-picture planning and details such as investment strategies and personal protection, and it monitors goals and recommends adjustments when circumstances change or shifting markets call for a different investing approach. Its stated aim is to move clients from wealth building to wealth management. Mark Friese, CMFC, serves as President. He entered the financial services business in 1991 with Northwestern Mutual while attending Michigan State University as a college agent intern, holds a Bachelor of Arts in Financial Administration, and returned to the Chicago area in September 1993 to work at Richard E. Friese Financial Consulting Service, Inc. Margaret Kissee serves as Vice President of Operations. The office sits on Florsheim Drive, about 0.1 miles from the Libertyville Post Office and 0.3 miles from Red Top Park. Milwaukee Avenue and South Milwaukee Avenue are both roughly 0.4 miles away, as is the Des Plaines River, and the Libertyville Golf Course is about 0.7 miles from the office. Friese Financial Services Inc pairs a 5.00 customer rating with a planning practice built around retirement, investment, estate, insurance, and business planning for Libertyville residents.