Crystal Lake, IL Reviews
Posted on Google
Denise16 March 2026Trustindex verifies that the original source of the review is Google.
Terri Rau, at MPPL Financial in Crystal Lake, IL, is a top-tier financial advisor and fiduciary. This company has real people, doing real work, managing its clients' money carefully yet effectively. They have the technology and expertise to model your personal financial situation so that it is understandable and clear. If you are wondering where you stand as it relates to retirement, or preparing for retirement, and need better visibility as to what it will take to secure your future you would be well-served to make an appointment to visit with Terri and her capable team. Sharing your unique situation and retirement goals with them, will allow them to develop a plan that achieves the investment results necessary to support all your retirement objectives. And I know this is true, because I am also a client, who has first-hand experience with this outstanding, high-touch service.Posted on GoogleJim Massaro11 March 2026We have worked with MPPL for just shy of 30 years. They have helped us set financial goals and achieve and surpass those goals. With their professional, yet personal touch, we have grown a very comfortable relationship with a great group of individuals.Posted on Googlejoan hladik8 March 2026I have been very pleased with Terri Rau and the entire staff at MMPL! They are always prepared & explain details in practical terms. They are prompt to return calls & listen to all questions. I’m so happy to have them investing my money!Posted on GoogleKathie McLaughin8 March 2026Terri has done a great job managing my portfolio. She was extremely helpful when I was dealing with a death in the family and answered all of my questions. She is great to work with!Posted on GoogleRon Mistretta7 March 2026We have been using MPPL for a few years now and are very happy with the services they have provided. They have given us tremendous peace of mind by ensuring that our future and those of our daughter are planned for.Posted on GoogleTrish Sink5 March 2026Terri is always prepared and able to answer almost all of the questions I have. If not, she tells me she will find out and get back to me, which she always does. I have worked with her for years and she knows I don’t always understand everything she is telling me. I am able to stop her and ask her to explain things. She breaks things down to where I can understand better. I feel very comfortable and not afraid to ask questions. She is always friendly and cheerful while very professional.Posted on GoogleMary Adee5 March 2026The MPPL Team people are great! They advise well and quickly answer any questions we have between meetings - really nice and easy to work with. We have been with them for more than 15 years.Posted on GoogleAlyssa Gummerson7 November 2025I recently had a consultation with Terri Rau, and I was so impressed by her professionalism and insight. She took the time to really understand my goals and current situation, and she explained everything clearly and with genuine care. Terri made what can often feel like an overwhelming topic easy to understand and approachable. I left our meeting feeling confident, informed, and motivated about my financial future. I highly recommend Terri to anyone looking for thoughtful, personalized financial guidance.Posted on GoogleAnn DeBartolo23 October 2025We've had a truly wonderful experience working with Terri Rau. From the start, she has taken the time to really listen to our goals and concerns, providing thoughtful and effective financial planning tailored to our needs. Thanks to Terri, we feel confident that our money is growing in the right direction. If you're looking for a knowledgeable, trustworthy, and supportive financial advisor, we highly recommend contacting Terri Rau at MPPL. She's been with us every step of the way, and we couldn't be more grateful for her guidance.Posted on GoogleMark W. Hoerich3 August 2025Great financial planning. Terri has helped us every step of the way, Thanks!.Posted on GoogleMary Ann Vieweg30 July 2025Any time I have a question or concern and call I ALWAYS get prompt attention and answers. It’s also great to have requests addressed and have my mind at ease. Senior citizens like me need this.Posted on GoogleChristine Casterton3 November 2023My husband and I started using MPPL/AXA shortly after we got married, approximately 25 years ago. In the beginning, they successfully set up our financial portfolio, insurance, 529s, and other financial tools/advice needed to successfully meet our long-term goals. They took the time to understand our situation, including must haves and stretch goals. Educating us on the tools and products they offer was first and foremost prior to any investing began. Over time, we have worked very closely with our financial advisor through the ups and downs of the economic markets and the expected and unexpected changes in our lives. We now have two kids in college and one in high school and my husband has been retired for almost five years now and I will be retiring in four years. Without the expert advice and management of our financial portfolio by MPPL/AXA, I'm sure that our financial timeline was accelerated to make all this happen. We could not be any happier with where we are in our life from a financial perspective which makes everything else we do that much easier.Posted on GoogleCheryl Huffman31 October 2023Great experienced, friendly and knowledgeable advisors. Terri and John are a great team and I am happy with the service they provide.Posted on GoogleHoward Horace28 October 2023Very Professional Service and valuable financial expertise Could not do without my Advisor’s help, experience and financial knowledgePosted on GoogleDaniel F. Giallombardo27 October 2023The MPPL office in Crystal Lake, IL, is staffed by a group of dedicated professionals. Led by Terri Rau they very carefully research and then re-research every detail of individual accounts. If and when they make a suggestion it's based on painstaking examination of multiple factors and, in my experience has always been dead-center on target. On a personal note, even in the worst of recessions I've made money with my mutual funds. It may not have been as fast or in the quantity I wanted but I was making money while others were not. The reason is simple enough, I learned to follow the advice of Terri Rau and her staff. I cannot state the case stronger than to say that your money will be safe in their hands.----Dan Giallombardo, Cary, ILPosted on GoogleKim DeFalco27 October 2023I recently retired and am new to financial planning. Terri Rau and her staff guided me every step of the way to set up my portfolio. Terri always takes the time to explain everything in detail and answers any questions I have. She is very thorough, professional, and just a very kind person taking an interest in my personal life as well. I highly recommend her and MPPL Financial for your financial needs. 😊Posted on GoogleJoanne Cote-Carlsen26 October 2023Office staff is always courteous and helpful. Teri R makes sure we understand what’s happening in the market and offers positive suggestions to make sure we are positioned to grow our money. Really enjoy having her in our corner.Posted on GoogleJeanine Katzel25 October 2023Terri and all the folks at MPPL are so good to work with. If you’re looking for an advisor who will listen to you, explain things thoroughly, and offer concrete and creative solutions to your financial goals, give this group a try. I’ve worked with them for many years and found them to be knowledgeable, accessible, responsive, and cordial.Posted on GoogleBriant Kelly1 February 2023Terri and the team at MPPL are great to work with and knowledgeable on individual and family finances.
Clients were not compensated for providing their review. The opinions expressed by clients are not endorsed by MPPL Financial and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Midwest Professional Planners is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences nor is it indicative of future performance or success.