Symmetry Financial Advisors of Machesney Park

Symmetry Financial Advisors of Machesney Park is a financial planning firm serving individuals and families in Machesney Park, Illinois. The firm offers customized financial planning, retirement planning, investment management, estate planning, tax planning, and guidance on managing healthcare costs. Founded by Nick Kloster, a Certified Financial Planner® and Accredited Investment Fiduciary®, the firm provides independent, fiduciary-driven advice without proprietary products or sales pressures. Services are tailored to clients at various life stages, including accumulators, pre-retirees, early retirees, and seasoned retirees. With a 5.00 rating and positive client feedback, the firm is recognized for its personalized approach and commitment to long-term financial well-being.

Nick Kloster, the firm’s founder and lead advisor, is a lifelong resident of Rockford and holds a Bachelor’s Degree in Finance from Illinois State University. His professional journey began with a deep personal understanding of financial discipline, shaped by his parents’ experiences. He emphasizes building relationships based on trust, listening to clients’ life stories, and creating flexible plans that support their goals across every stage of life. The firm operates under a fiduciary standard, ensuring that client interests are always prioritized. With a focus on education and clarity, Symmetry Financial Advisors helps clients gain confidence in their financial future and make decisions that align with their values and aspirations.

The firm is located at 6833 Stalter Drive, Suite 201, in Machesney Park, Illinois. It is situated on Stalter Drive, a residential and commercial corridor in the area. The location places it within easy reach of local neighborhoods and services, serving residents throughout the Machesney Park and Rockford communities.