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Dear Tony,
I really enjoyed your straight forward explanations of things that we did not fully understand about our current financial strategy for retirement. Thank you for not giving up on me after my sometimes skeptical questioning. You've opened our eyes to a better financial plan...If only we knew 20 years ago what you've now taught us so late in our life we can only imagine how far ahead we would be. Thankfully there is still enough time left for us to benefit. Thank you for your patience and your professionalism.
Moonyean & Frank L__ Freeport, IL
Dear Tony,
I would like to thank you for helping us with our financial matters. You took the time to set us up with the type of plan we were looking for and explained to us exactly how it works. I also appreciate the way you are taking into account our need for income and how you are helping us keep our taxes down. It is nice to talk to a person who knows what is going on. Thanks also for sending us your newsletter.
Thank You,
Bernie & Ellen E__ Pickerel, WI.
Dear Tony,
We were looking for an honest, reliable financial advisor when we found you. We wanted an advisor that is approachable and not so wrapped up in the business that he wouldn't have time for us if we had a concern or a question about our investments. So far, you have proven to be what we were looking for. You also seem to keep informed on the latest information that pertains to our time in our lives that we need to understand. You are not pushy or aggressive to gain for yourself. You have the client’s needs in mind. We liked your comment to us recently that you want to help middle-America with good, sound investments. We may not become millionaires, but with you helping us, we will be able to depend on our future income.
Sincerely,
Paula D__ Rockford, IL.
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Dear Tony,
Although I am sure I do not provide you with substantial income from the small plan I have with you, you still manage to treat me as if I am your only client. You are always happy to take the time and answer any questions I have. I also wanted to let you know how much I enjoy receiving your newsletters, they always have great information that I pass along to my friends and family. Thank you so much for your personal attention and great ongoing service.
Thank You,
Tiffany S__ Machesney Park, IL.
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Dear Tony,
I just wanted to say thank you for all of your dedication and hard work concerning my financial situation. Knowing you are always there for me and looking out for me has helped me feel more secure. It’s nice to know there are people like you that I can really count on.
Sincerely,
Carmen M___ Valley Stream, NY.
Dear Tony,
Paul and I are very happy with our new plan. Your service has been wonderful. We also appreciated you going over our old plan and showing us what we could have instead. We are much better off than we were!
Thank You,
Paul & Leanna W__ Rockford, IL.
Dear Tony,
Most of the advisors we have dealt with in the past didn't seem to take a personal interest in us the way you have. You have been helping us for a while now and we are impressed with how you are still attentive to our needs and always willing to take the time to answer any questions or help us in any way you can. We really appreciate your knowledge and your willingness to help. Keep up the good work!
Jack D__Rockford, IL.
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Dear Mr. Filippone,
It’s nice to know that there are people like you, Mr. Filippone who really care what happens to us.
Thank You,
Rich & Eileen S__ Lancaster, PA.
Dear Tony,
The world is changing and so are peoples attitudes. That is why it is so refreshing to find that not everyone has become self-absorbed. I found this to be true with you, Tony. I know when I go to you for help, I have complete trust in your work ethics, fairness, and most importantly, your honesty! For I know from past times that you will do your best and search for the right decision that benefits my future. And that is what I look for in someone I do business with.
I just wanted to express how I feel about you and your business.
Deloris M_____Rockford, IL
Dear Tony,
There's no Italian blood in my family tree, but somehow through your use of a "community" business approach you seem like a second cousin. Who would have known that financial planning could be so exciting. You made us feel like caring more about our future instead of it being a lost cause. Thank you for reaching out to us with the determination to make something happen.
Yours Truly,
Barb L_____Rockford, IL
Dear Tony,
I think you are a very honest & thoughtful person. You have been very helpful with all our financial needs no matter how small. You give us your personal attention and that's rare today.
Thank You,
Freddie & Micke P_____ Roscoe, IL
Dear Tony,
Before we even met, we could tell you knew your stuff. How? We read every word of your newsletter. So we decided to give you a call.
On one hand we were relieved to find an option other than becoming another "number" to a bank, but keeping in mind our previous tactless, dead-end experiences of trying to start up a retirement plan, we weren't too sure you would be any different.... but we were pleasantly surprised.
My husband and I are no "brain" when it comes to investing, but you didn't make us feel that way. Even after meeting three weeks in a row, for several hours at a time, we still couldn't grasp some concepts; and every time we'd ask you to clarify again, you'd respond as though it was the first time anyone ever asked you that.
We knew that you'd have some personal questions about our budgeting and saving, etc. Which in times past, has left us feeling foolish. We don't know how you did it, but you managed to make us feel that we were off to a good start!
Tony, we sincerely hope your business grows year to year, and we are determined to help you do that by referring our very dear family and friends.
For the sake of new financial investors everywhere, keep up the exemplary ground-breaking work!
Noel & Sonja N____ Rockford, IL
Dear Tony,
Thank you for providing a great service. Keeping us informed of the changes we need to know about in you monthly newsletter. Great ideas, please keep them coming.
Sincerely,
Larry B_____ Rockford, IL
Dear Tony,
We really appreciate all the time and effort you put into helping us come up with a financial plan tailored for our situation. It isn't the easiest thing to do but with your help and patience we finally did it. It is comforting to know that we could put our trust in you as an honest person. We felt confident in your financial knowledge and are glad you shared it with us so that we could make well advised decisions. All the more important in such an uncertain world- is to have a plan- for this we thank you.
Mike & Sharon T____ Pecatonica, IL
Dear Tony,
The thing that impressed us the most about you is that even though we didn't have a lot of money to invest right now, you still took the time to work with us. You have shown us new ways to help eliminate our debt and start to save. Also you didn't just point us in one direction and then leave us on our own. You walked with us every step through the whole process to where we are now. Thanks Tony for helping us make our money work for us!
Brent & Debra C____ Rockford, IL
Dear Tony,
Just wanted to let you know we really appreciated the way you took the time to explain things to us and how you were not pushy as other advisors we have met with in the past.
We also wanted to let you know that we have never met someone in your field who was so considerate and truly interested in the person, not just the bottom line.
Thank you for all of your help.
Donna & Leon F____ Winnebago, IL
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How much better off would you be if you had a financial plan that helped you get out of debt right away while saving money for your future that you would not have ordinarily saved, and at the same time you received a safe, better than average return on your money, all while paying less taxes and providing a financial security blanket for your family?
Don't wait CONTACT US today!
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