I began working with Dan as a financial advisor 9 years ago as I went through a divorce. I had a very good understanding of my financial situation, but Dan was incredibly helpful in assessing different assets/value and tax consequences, forecasting and really understanding my situation, plans and goals. He earned my business then and continues to do so each day.

Dan approaches his clients as one of the family - he has a clear picture of my assets/expenses/goals/risk tolerances and prepares materials for me that are concise, clear and executable. He anticipates needs, offers me new products that he believes are right for my situation and engages in discussion with me when I have questions or a difference of opinion. He is incredibly responsive and is supported by a team that is an extension of his excellent service.

I trust Dan, and I also trusted him with helping to educate my two (now grown) daughters in their investment/financial decisions as they were in college and early adulthood. He still maintains a professional relationship with them today. As I approach my retirement years and the financial decisions that are critical in this stage of my life, I am delighted that Dan is on my team!

— Carol | client

We cannot say enough amazing things about Raj and the NW/GFG group who we have been with since our first initial meeting as a married couple in Chicago during the end of Erwin's chief year of neurosurgery residency. Raj was very personable and very understanding of our financial situations at the time, yet he had a vision for us and where we could eventually take our finances out of debt and into investments and future stability. He worked with us on a plan to get out of credit card debt and in time put our money into investments. We agreed on the type of aggressiveness at the time and we are now, after being with the company over 10 years, are at a comfortable place where we feel we are financially stable especially for our daughters' futures. We are so very grateful for Raj and his team in taking great care of us and we would not have it any other way!!

— Anne & Erwin Mangubat | clients | Neurosurgeon

My initial introduction to Zak was through a former college acquaintance. At the time, I was seeking to establish connections with other young professionals, having recently relocated to Chicago. Additionally, I had a keen interest in the concept of wealth creation and investment, but lacked the necessary guidance to initiate the process. Upon discovering Zak's profession as a wealth advisor, I asked him for help. I can confidently attest that my association with Zak has been a transformative experience, particularly in relation to my relationship with money. Growing up, my family was reticent about discussing money matters, but Zak's guidance has enabled me to take charge of my finances and eliminate my debts, thereby enabling me to focus on wealth creation. I found Zak's ability to simplify the intricacies of investment and demonstrate how current investments can lead to future financial growth, particularly beneficial. Furthermore, his consistent reinforcement of these principles during our interactions has been invaluable. Prior to engaging Zak's services, I was unaware of how financial goals could impact my personal and professional aspirations. I am grateful to Zak and the Northwestern Mutual team for their invaluable assistance.

— Caleb | client | Art Director at Ogilvy Chicago

I have worked exclusively with Dan (and Chuck) for 15+ years. I find his entire team to be extremely professional and trustworthy. He always has my best interests in mind and works closely with my accounting and legal team to ensure I am in the best possible financial position while minimizing tax burden. He has assisted me in creating and now protecting generational wealth I never thought possible. I have referred many people over the years who all say the same. Thanks GFG for always being there.

— Scott | client | Pediatric Dentist

From our first meeting with Raj, my wife and I knew we were in good hands. He gave us a solid overview of his recommended investment strategy, and clearly explained the terminology and practices that were unfamiliar to us. Raj is our indispensable asset, always available for our questions and requests, and our status-update meetings with him are all the proof we need that our finances are being curated responsibly. In our house, most conversations involving potential investments conclude with, “Let’s see what Raj says."

— Christian and Kim | clients

I began working with Zak when I began my professional career and it has been an amazing experience. Knowing I have someone in my corner that is always looking out for my best interests has given me a great peace of mind and has alleviated much of the stress of managing finances.

It is clear that for Zak, his career is much more than just a job - he has a passion for the work he does and he genuinely cares about his clients. He goes above and beyond to understand your future goals and aspirations and he is there to support you every step of the way.

I couldn't be happier with the decision I made to work with Zak and the GFG team.

— Noah | client | Senior Business Insights and Strategy Analyst, McDonalds

My wife and I have been working with Dan and his team since around 2002 when we got married. We were both still in residency programs and knew nothing about finance, insurance or anything other than living hand to mouth. In short order, we started on a very intentional course to develop great financial habits thanks to Dan.

More than 20 years and three children later, we continue to draw on the success of our habits and the extended financial, legal and accounting team he helped assemble. Dan has always hooked us up with the right vendors and specialists and is never scared to change if a more appropriate one comes along.

Now that our oldest is in college and there is no stress, it's even further proof that things have fallen into place as he said they would. Highly recommend Gould Financial.

— Meyer | client | Physician