Schumann Financial

Closed
yelp logo

(7)

214 W Willow Ave
Wheaton, IL 60187

Schumann Financial is a financial services firm based in Wheaton, IL, specializing in personalized wealth management and investment strategies for individuals and businesses.

With a focus on building long-term relationships and providing tailored financial solutions, Schumann Financial helps clients navigate the complexities of financial planning and investment management.

Generated from their business information

Reviews

yelp logo
2.57 reviews
Photo of Jim H.
Jim H.
2/26/2019

This is our 29th year working with Schumann Financial and we can't say enough good things. Bill answers our many questions in a timely fashion and has helped guide us through multiple businesses....

Photo of Jeremy S.
Jeremy S.
3/17/2018

They were very nice for the most part but on two separate occasions I emailed in a simple question and 1) they took a long time to reply, 2) they said they'd get back to me shortly (on one...

Photo of Edwin S.
Edwin S.
6/10/2021

Called to get some info and the gatekeeper was more focused on getting my info instead of answering my question over the phone. Asking what area I was in. I've been calling firms and asking and...

Photo of christina r.
christina r.
5/11/2020

Unprofessional, unreliable and disappointing. My family used them for almost 20 years for taxes and investments until we lost all the money my mom left us by putting it in terrible investments per...

Cheenu M.
5/24/2017

Bill was a mesmerizing sales man to take my money. Trusting him, I gave him full autonomy (he would have got it anyway just by being financial advisor). He made his sales commissions, and I lost...

Own this business?
See a problem?

You might also like

Business services, nec, nec, Services, nec, nec

Midwest Complete Capital Management

HistoryMidwest Wealth Management was founded by four successful investment professionals, who wanted to provide their clients the maximum depth and breadth of their varied areas of expertise and background. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That's where our firm comes in. Our clients, who are successful professionals, business owners, and retirees, have unique needs and goals. By taking a team approach, each client receives individualized attention from professionals to generate a well-conceived financial plan that stresses long-term, value oriented investing. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and background to provide the services that may fit your needs. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.SpecialtiesMidwest Wealth Management works diligently with you, to simplify financial planning, retirement planning and investing so you can enjoy life and live confidently. We specialize in the following financial services: Retirement Planning, Traditional IRA's, Roth IRA's, Small Business Retirement Plans, Estate Planning, Wealth Transfer Strategies, Common Stock, Mutual Funds, Brokerage Accounts, College Planning, Fixed Annuity, Variable Annuity, Real Estate Investments, Alternative Investments, Life Insurance, Profit Sharing Plan, Long-Term-Care Insurance, Disability Income Insurance and Wealth Management.
United StatesIllinoisWheatonSchumann Financial

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.