BBB Accredited Business since

The Horner Group Ltd.

Phone: (847) 701-0400 Fax: (847) 728-4253 View Additional Phone Numbers 1811 Hicks Rd STE A, Rolling Meadows, IL 60008 View Additional Email Addresses http://www.thehornergroupltd.com


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Description



The Horner Group, LTD, is a financial advisory firm assisting individuals and businesses with financial and retirement planning. Located in Rolling Meadows, IL, this company serves the northwest suburbs of Chicago, including Arlington Heights, Buffalo Grove, Prospect Heights, Des Plaines, Schaumburg, Barrington, Palatine, Deerfield, Wheeling, Downers Grove, and Mt Prospect. The company was founded in 2005 by Randy Horner, who has an MBA from the Keller Graduate School of Management.

This company offers a Three Step Review of their clients' finances before making financial decisions. The first step is a review of the client's tax review to uncover issues such as phantom income taxation, incorrect usage of taxable and tax-deferred strategies and missed opportunities for offsetting gains and losses. This step is meant to lower taxes and provide more income which can be invested. The next step is an income analysis to determine whether the client is using his or her income properly and whether there is a more tax-efficient method to use income. This step determines whether the client will have enough income to meet future needs based on inflation. The third step is a risk analysis to ensure that the investment risk exposure is one that the client is comfortable with and is suitable for the investment allocation strategies used.

Services available from this company include retirement planning, financial planning, investment planning, asset protection, tax planning, estate planning, IRA legacy planning, trusts, life and long term care insurance, tax preparation, charitable giving, and IRA and 401(k) rollovers.

Visit the website for The Horner Group, LTD, to learn more about the company's Three Step Review, read about the services available, and contact the company to discuss financial planning and tax preparation services.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that The Horner Group Ltd. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for The Horner Group Ltd. include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on The Horner Group Ltd.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: June 29, 2005 Business started: 01/01/2005 in IL Business started locally: 01/01/2005
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
www.idfpr.com/doi
Phone Number: (312) 814-2420

Type of Entity

Sole Proprietorship

Business Management
Mr. Randy T. Horner, President Mr. Randy Horner, President
Contact Information
Principal: Mr. Randy T. Horner, President
Business Category

Taxes - Consultants & Representatives Investment Advisory Service Financial Advisor Support-Wealth Management Retirement Planning Service Tax Preparation Services (NAICS: 541213)

Alternate Business Names
Horner Tax Advisory Group, LTD Horner Tax Advisory Group,Ltd. The Horner Group, LTD

Additional Locations

  • 1811 Hicks Rd STE A

    Rolling Meadows, IL 60008 (847) 701-0400

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.