Edward Jones - Financial Advisor: Chad McCleary

Dealer-Rental Success is a trusted financial consulting firm based in Lockport, IL, serving equipment dealers and rental companies nationwide for over 25 years. With a team of experienced professionals, they offer comprehensive financial oversight, management consulting, and business development services tailored to the specific needs of their clients. Specializing in the rental industry and heavy equipment dealers, Dealer-Rental Success provides customized feedback and consulting to improve finances and daily operations. Their industry-specific services help businesses anticipate changes, maximize operations, and overcome compliance and tax issues, ensuring consistent growth and profitability.Generated from the website

Our company is based on the principle of understanding your current business and personal financial planning needs.

We provide professional advice, simplifying our clients’ finances with the goal of maximizing the enjoyment of their personal lives, and leave their intended legacy. We do this by building customized financial plans for each client and managing or suggesting investment portfolios to fit their needs. Whenever a Financial Advisor is the topic of discussion at a dinner party or around the campfire, investment strategies typically dominate the conversation. We all feel better sharing a story of great returns. As the advisor, it’s just as thrilling for us to tell tales of helping a client retire earlier than expected, preserving their estate and legacy, or saving them from paying more taxes than they should.