The Financial Valet, Incorporated

Handling your personal finances easily
 
I have been using The Financial Valet for over 25 years.  The service is invaluable to me and my business.  I do not do anything important without discussing it with TFV.  I also have the luxury of knowing that my bills are paid on time, my taxes are filed and my affairs are in order.  The service is prompt, professional, honest and correct.  I can give my hearty endorsement to this service.     

Worth Brown
President, CellKeeper Company
Chicago, Illinois
312-867-0700  


We are so appreciative for Joni Holinger and the service she provided for our parents.  I do not think I would have had the stamina to move my parents into a nursing home, disassemble their house, figure out their terribly ill-attended to finances, plus take care of my own family at home.  Joni was able to pull together the necessary people to sort the good from the bad, empty the house, get it sold, straighten out mom and dadís finances  (even finding money we didnít know they had) and ultimately save my sanity.  It was a miracle and I will forever be grateful.

The
Stokes Family
Palm Beach, Florida


I first met Joni Holinger about twenty years ago during a real estate transaction for one of her clients.  Since that time we have sat across the table during many property purchases and sales.  I have yet to hear her clients have anything but the most emphatic praise for her capabilities.  Having been a prominent Realtor in the Chicago real estate arena for over thirty years I must first say, I have never heard of any business which handles personal finances other than The Financial Valet, but more importantly, there are few individuals who are as attentive to the needs and interests of their clients as she.  It certainly makes my job easier to have a client represented by someone who has all the documentation together, organized, and ready to proceed with the transaction. I have recommended The Financial Valet to several of my clients and friends.  It is always a pleasure to have a business experience with Joni and The Financial Valet, Inc.  

Linda Broznowski CRS,CLHMS,CNE

Illinois Licensed Real Estate Broker

lindabroznowski@atproperties.com



I thought I was doing a good job of handling payment of my daily bills.  I worried that giving up control of the daily paperwork would cause even more problems.  I was so wrong and the first, now, to admit it.  Thank you for making my life so much easier.  I know all my bills are paid, the important items tracked for the accountant, and that you and your staff will be there to help me resolve any problem.  Thank you, thank you.  

JK 
Chicago