Briggs Financial Inc. - Round Lake Beach, Illinois

Amanda G.

Had the pleasure of working with Shawn for filing my taxes. I was behind, anxious and scared to get the process started of catching up. Shawn and the rest of the team did an amazing job assuring me and helping me feel comfortable and excited to get this properly handled and resolved. I hope to always work with Briggs Financial for all future tax filings and any other financial advice I may need.

Emily S.

A couple of weeks ago I had my free consultation with Steven and I was blown away. I consider myself financially literate but sought him out to get his opinion on my student loans, savings etc. He actually gave me a lot of resources and I have been able to refinance my 11-17% 20 year student loans to a 6% rate to pay off in 5 years! With the amount of guidance he gave me, you would expect to have to pay for the information but it was totally free. Even though I was ready and willing to pay for financial planning with him in the future, he was honest and said that he doesn’t think I need his services at this time in my financial journey. It means a lot to know that this is an honest man that doesn’t just want to take your money. I felt through our conversation that he genuinely cares about my journey and even made another meeting with me 6 months from the initial to see how I am doing with paying off my student loans FREE OF CHARGE. I was so touched at his kindness and genuine interest in my journey. Thank you Steven!!!

Emma M.

Trusting Steven and Briggs Financial with my financial future is one of the best decisions I have ever made. Hands down.

I've had the pleasure of knowing Steven for quite some time, before he started his practice and he was always open and curious about me and my goals. When I needed help working my way out of credit card debt, I knew exactly who to turn to.

In the years I have been with Steven, I have paid off $30k in credit card debt, saved up the biggest nest egg of my life, contributed to my retirement in a way I never could before, AND started a new business, not to mention made some wonderful gains from Steven's investment choices.

Steven and his team are lifelong learners. They stay up to date with current financial and economic research and they enjoy doing it. Not only that, they are real people who really care. I have never felt so supported to go after my dreams than with Briggs Financial. They are completely on my side.

I have and will continue to recommend Briggs Financial to my loved ones and to anyone looking for a financial partner.

Victoria D.

Steven and his team have been an extraordinary resource for my husband and I! The whole Briggs Financial team cares about the success of their clients to a degree I've never experienced with other financial services. I'm looking forward to continuing achieve great things with the support of Briggs Financial!

Kari D.

My husband and I have been clients of Briggs Financial since its inception, and Steven has always been attentive, responsive, and proactive with our financial needs and concerns. We started with budget planning, and Steven guided us to a level of stability that now allows us to focus more on investments and future planning.

Briggs Financial since its inception has continued to grow astronomically year over year, and Steven has expanded his team to include a second advisor! Shawn and Steven both operate with the highest level of care, and both of them truly care about not only their clients, but the success those clients can achieve.

Christopher D.

Working with Briggs Financial has made a major impact on our families financial plan. Steven has given us phenomenal insight on our goals and keeping on track.

Our monthly conversations have kept my wife and I accountable to our financial plan and his recommendations during tough conversations are always appreciate. I cannot recommend Steven and his team enough.

Biz G.

Steven Briggs has been an excellent financial advisor to our family for the past four years. His background in teaching enables him to explain complex economic concepts in terms we can understand, from stocks and retirement to planning for college. We don't feel judged if we miss our budget goal, instead he encourages us to stick to the path we designed together. He's an enthusiastic supporter of our goals, both long and short term, and helps us make the best decision for our family's financial future. We know we are in good hands with Briggs Financial!

Pulkit B.

Steven is a great financial planner! He has helped us better understand our overall financial picture and has put us on track to achieve our near term and long term financial goals. He is generally just a great guy to sit with and have discussions about the financial world. He has astute insights on what is going on.