Wayne Messmer & Assc

About 14 years ago, I attended an introductory meeting where I first learned about Wayne Messmer & Assoc. My wife and I were still working but I wanted help in mapping out our future in preparation for retirement. David Geake went through our portfolio and made suggestions which would offset our heavy involvement in the stock market. We started out slowly and over the years, our investments have done well. Now that we are both retired, our investment income allows us to live without being concerned that we will out-​live our money.
David has never made a change without consulting us and the new web site keeps us up to date. I can count on David and his staff to return my calls and provide answers, whether it’s crunch time doing taxes or just checking on a particular company.
I’ve recommended them and will continue to recommend them to anyone who is concerned about their financial future. I trust them. They are concerned with my family’s financial future and that trust was earned by the way they have worked with us over the years. Thanks to David and his associates, I feel confident about the coming years.

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 advice on where I could invest my IRA without being exposed to the current roller coaster of the stock market. My previous adviser only gave me stock alternatives like bonds or money market accounts after I had lost significant money. David set me up with multiple investment vehicles in safe areas not tied to the market. He continually gives me updates and advice. We meet periodically to review our plan.
I am very happy working with David and the entire company and I sleep much better at night not worried about my retirement money.

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 we’ve worked with a professional financial planner and couldn’t be more pleased.
First, they accomplished exactly what our goals were when we looked to them for professional help in preparing for retirement: steady, safe growth.
Second, they are very efficient at keeping you apprised of your accounts and progress, including a wonderful, easy-​to-​use web site that you personalize with ALL of your financial assets. Their client communication also includes regularly scheduled face-​to-​face meetings and phone consultations. David has never failed to be there when I’ve had questions or was looking for advice.
Finally, their fees are very competitive. In fact, as I’ve talked to my family and friends about Wayne Messmer several of them have made the move to have them manage their financial assets… and they, too, are pleased.
If you’re considering professional financial planning assistance, give David Geake or one of his colleagues a call. Check them out for yourself but, as for me, we think their terrific and only wish we knew of them earlier.

This company is the worst financial company on the face of the earth. They managed my mom’s account from 2005 – 2009 and managed to trash her brokerage account in 11 minutes. They sold stock to get her out of margin, even though she had cash to cover the margin charge. This in turn caused her to have a big tax bill for the year. Then they put her money in an annuity. Which she can only get 10% of her money once a year. Mom’s a señor citizen on a fixed income. Her brokerage interview states her number 1 priority is capital gain! After my registering a complaint, they did an internal investigation which showed they did nothing improper. Funny the investigation never included an interview with my mom! They have seminars for seniors in the Chicago land area. RUN DON’T WALK away from this company. If you have an account with is firm or there brokerage house Madison Ave. Brokerage PLEASE transfer it to another financial planner. Let mom’s lose be your gain.