Bob B.
5/17/2014
After interviewing several financial advisors & becoming quite frustrated, my sister recommended I meet with David Geake. He presented a simple, straight forward plan, with no hidden fees! More...
Wayne Messmer & Associates
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5550 Touhy Ave Ste 203
Skokie, IL 60077
Wayne Messmer Associates, an independent financial advisory firm based in Skokie, Illinois, prides itself on providing personalized financial guidance tailored to the unique journeys of each client towards retirement. Founded in 1995, the firm utilizes a team approach to help clients effectively strategize and achieve their lifetime financial goals.
With a focus on adaptability, Wayne Messmer Associates offers a range of services including managed investment portfolios, annuities, and life insurance, emphasizing a straightforward and client-centric approach to financial planning. The firm seeks to build trusting relationships and employs a financial roadmap to monitor clients' progress toward their financial aspirations.
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Reviews
3.57 reviewsLen L.
2/5/2025
Met Jim Geake in 2016, based upon my experience, I would suggest going elsewhere for financial advice.
Tony R.
12/21/2024
if I can give them zero stars I would .They lie tell you anything to get a sale. I have sued them once and won a small settlement. They are the worst dealt with James Geake awful just awful.
O. R.
5/15/2014
My wife and I have been clients for more than two years and give both our representative, David Geake, and his colleagues at Wayne Messmer & Associates the highest marks. This is the first time...
Mike S.
5/15/2014
I started working with David Geake in 2010 after attending a seminar where Wayne Messmer spoke. Wayne did a nice job explaining his firms philosophy. He is a powerful speaker. I was looking for...
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