North Shore Asset Management and Tax Advisory, Inc. - Libertyville, Illinois

North Shore Asset Management and Tax Advisory, Inc.

Located at 1880 W Winchester Rd Ste 112, Libertyville, IL 60048, United States, North Shore Asset Management and Tax Advisory, Inc. is a highly regarded financial advisor specializing in providing comprehensive financial advice and tax planning services.

Known for their expertise and dedicated service, the team at North Shore Asset Management and Tax Advisory, Inc. works closely with their clients to help them achieve their financial goals. Whether it's investment management, tax planning, or retirement planning, they offer a wide range of services to meet the unique needs of each client.

The company's specialties include financial advisor, and they pride themselves on their ability to provide personalized, tailored advice to their clients. They also offer wheelchair-accessible facilities, ensuring that their services are accessible to all.

With an average opinion of 4.9/5 based on 42 reviews on Google My Business, North Shore Asset Management and Tax Advisory, Inc. has built a strong reputation for excellence in the financial planning industry. Many clients have praised the company for its exceptional service and expertise, with one reviewer noting that Gary Komarek went above and beyond to help them navigate their financial future even when faced with challenges.

To learn more about North Shore Asset Management and Tax Advisory, Inc. and how they can help you achieve your financial goals, visit their website at nshoreamta.com. You can also reach them by phone at 8479188255.

👍 Reviews of North Shore Asset Management and Tax Advisory, Inc.

Pam H.

5/5

After our financial advisor abruptly went out of business, we contacted Gary Komarek at North Shore Asset Management and Tax Advisory. Despite Gary not being affiliated with some of our financial institutions, he took the time to help us navigate our financial future. Gary was easy to talk to, and he made sure we understood everything. We highly recommend Gary Komarek to handle your financial needs.

Roberta V.

5/5

I Don't know where we would be financially today, if we hadn't met Gary Komarek at North Shore Asset Mngt. a few years ago. Gary created a plan for us to achieve our goals and we were very pleased with the results. Gary suggests and explains and the final decision is up to you. He doesn't TELL you what to do. Gary is there for you and to help you.
A few weeks ago, I lost my husband. I called Gary and he had me come in. I ended up spending over 2 hours in his office while he was taking care of my investments.
Gary Komarek is Honest, Dedicated and Knowledgeable.

Deb P.

5/5

Gary has been very knowledge as well as helpful in planning for my retirement income. He quickly responds to calls and emails and is generous with his time and resources to simplify some of the complexities of investing. Gary has been advising me for almost 10 years and I appreciate his excellent customer service and financial expertise.

Dick L.

5/5

We have been with Gary since 2009. We had advisors in the past who only called when it would benefit them. We live in Florida and Gary will call just to check on how everything is going. He keeps us informed of paperwork we need to do and always returns our calls the same day. We appreciate his expertise in explaining and answering our questions.

Deborah O.

5/5

Gary Komerick was my mother's financial advisor. She liked and trusted him. She introduced me to Gary and I could see why she raved about him. When my mother past he was Very helpful during that difficult time. Gary helped me SAFELY reinvest for my future. I cannot say enough about how happy I am that my mother introduced me to him.

Al K.

5/5

We became members of North Shore Asset Management & Tax Advisory in 1998 when Gary acquired the firm we were with. Since then we have had friendly and profitable association with Gary and his staff. We have also referred family members who are still associated with Gary. At times Gary has gone out of his way to service our financial needs. We trust his council and advice and include it in our financial decision making process. Al & Jan Kloss

Charlie J.

5/5

Gary at North Shore has been counseling me on assets for more than a dozen years. I am especially appreciative of his broad and deep knowledge of the financial opportunities which he helps clarify and align to my needs. He has earned my trust and respect and I look forward to his support in the future.

Denise D.

5/5

I want to thank you Gary for helping my parents, Jack and Roberta, what their investments and taxes over the years. They put their trust in him agreed to what he suggested and we're very happy with the results I highly recommend North shore asset Management