Jason Provost, CFP West 22nd Street, Oak Brook, IL 60523
About the Business
Jason Provost, CFP is a finance institution located on West 22nd Street in Oak Brook, Illinois, United States. Specializing in financial planning and investment management, Jason Provost, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the institution. Whether you are looking to build wealth, plan for retirement, or manage your investments, Jason Provost, CFP is dedicated to providing top-notch financial guidance and support.
Photos
Location & Phone number
1301 West, W 22nd St # 202, Oak Brook, IL 60523, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We met Jason about 7 yrs ago at a seminar that he presented for federal employees concerning planning for retirement. We were impressed with his knowledge of federal system of retirement. Since then, he has provided excellent advice and and financial services concerning retirement. We chose his service because he is an honest and good man, giving us good advise in the choices we made to insure a secure retirement. Jason looks out for his clients. He is not a pushy person, answers any questions that we may have for him, and has given use the best financial advice we could have gotten. He provides seminar luncheons to his clients, to keep us all in the loop of our investments and how the market is going. Clients that we have met at these luncheons also hold him in high regard. When we retired, a year ago, Jason's advice helped us pay off any outstanding debts, and provided us with good financial advise for future years. We have referred several of our friends and coworkers, who are planning for retirement. They have also been very pleased with his advice. We appreciate all he has done for us, and feel blessed that we chose Jason as our financial and retirement adviser."
"My wife and I have worked with Jason for the past 8 years and have been so pleased! Jason has always been available and always upfront and honest with his dealings with us and our financial future. Jason was instrumental in aiding us through the Federal Retirement process. He guided us with easy and a great deal of patience to help us understand this transition. We trust him implicitly and have recommended ,and will continue to recommend him to others in the future. You will find he and the office staff welcoming and informative. We could not have asked for a better person to guide through the various question that we have had regarding present and future financial needs. He has been a true blessing."
"In 2008, several years before my husband was going to retire, he attended a federal employee retirement seminar in order to become familiar with the process. One of the speakers at the seminar was Jason Provost. My husband was very impressed with his presentation and professional demeanor. After the seminar, my husband suggested that we meet with Jason one-on-one. Because of our work schedules at the time, Jason actually came to our home. He sat down with us, listened intently to our future hopes/goals and was very patient while answering questions that we had. Jason left our first meeting with a detailed understanding of our financial situation. True to his word, Jason returned a week later with recommendations to attain our goals for retirement. Some months later, I contemplated caring for my ill grandmother. After consulting with Jason to discuss the situation, we subsequently made a change to our existing financial plan. I was able to retire knowing that our investments for retirement were secure. Sadly, not long after I started caring for my grandmother, my father was involved in a near-fatal vehicular accident. Had it not been for Jason’s financial guidance, I would never have been able to provide care for both of them. With the recommendation from both my husband and I, my parents also worked with Jason. Years later, following my father’s death, my mother lives a very comfortable retired life still in the home she loves. Jason continues to check in with us and promptly responds to any and all of our inquiries. My husband and I highly recommend Jason Provost for your financial needs!"
"I am a retired federal employee who has been working with Jason for almost seven years. Since working with him he has met and surpassed both my husband and my expectations of working with a financial advisor. He has taken the time to really know us which gives us every confidence that not just our financial goals are well understood but also our comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within our portfolio. Transitioning into retirement has been much easier with Jason's guidance."
"We have been clients of Jason’s for a long time. I can’t recall how long exactly but I worked at Hines VA and went to a retirement seminar at the VA where Jason presented on federal government retirement. I was very impressed with his knowledge of VA retirement and his professionalism. My husband and I made an appointment with Jason. At the appointment he gave us an outlook of what my future retirement benefits looked like, and how we could make it better. It was an In depth overview with factual, concise, and meaningful information specifically personalized to my husband and I. This was all free of charge. That was about 3 years before my retirement. He impressed us and we decided to place our future and the management of our finances exclusively with Jason. He worked with us to get our financial house ready for retirement. With his help I was able to pay off debts (credit cards and personal loans) and Jason helped us make a budget we could live with and put into place. I am not sure if I would have been able to be as assured of my future if Jason had not helped us. I was able retire early (age 61) with Jason’s financial advice and assistance. I have now been retired for 1.5 years. My husband is also retired. We invested wisely with Jason’s advice and suggestions. I can say that I do not have to worry about our financial future. Whew, that’s a HUGE relief. That was our goal and dream and I am living it thanks to Jason’s assistance and advice. I read the other review by “Susan” and can say with truthfulness that Jason is NOT deceitful. He is a wonderful financial advisor and man. Annuities are not the way to make bunches of money. As Jason explained they are there to assure your money is safe and secure. I am sure Jason could advise you on how to make bunches of money. But for us the financial security he was able to assist us with the the biggest help and relief possible. We would highly recommend Jason Provost to anyone."
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