Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

Run! I had a bad experience with them. They charged me after I asked for my services to be stopped…read more A Also added fee do not give them your debt card information they automatically debt for additional fees you are not told about. They also have poor customer service the supervisors do not get on phone. I will never use the service again. He basically told me that they sit back and wait and kept trying my card after I called them to cancel services. The also call you multiple times a day from a dialer

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

Very good crew here that know their stuff. One of the best things is they are always reachable and…read moreif you have to leave a message with a question they get back to you right away. So far very pleased.

Wish I could give him and his company a zero. Manipulative and unresponsive when problems arose. I…read morewould recommend any other financial advisor in the area (anyone!) before I called upon him for anything.

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

A year ago the friendly staff was available for questions. Thanksgiving baskets and Christmas…read morefamilies to support. Emailed to get the lists. No response. Emailed again. Finally went in to the office to find out there is not enough staff this year. We take gift cards only to three different stores. Dropped off a large amount Dec 1st. Filled out donation form. Still no acknowledgement on the last day of January. Was such a great friendly place.

Please do something about this girl in Iheap program her name is abbey very rude toward me when I…read morewent in a month ago and today when I called to ask how long it would take to get the help on my gas and light bill she is racist and needs to be fired

Excellent staff, very knowledgable and dependable. Very patient to answer my questions and concerns.read more

Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial…read moreplanner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of interest in that his interest is earning the highest commissions regardless of whether the product he is selling the customer is best for them. We were "sold" complex annuities that were not at all in our best interest, costing us tens of thousands of dollars. Also be aware that there is a high fee (minimum 1.5%) for assets under management for relatively poor performance, high expense ration funds and no tax guidance. That fee was misrepresented to us as well. We were advised brokerage firms like Vanguard had a variety of "hidden fees" yet refused to detail what those "hidden fees" actually were. We were also "guaranteed" the fee for tax preparation would be $79 per year provided we were customers of the firm, yet that also was a misrepresentation. After it became apparent we were not "buying" the bs anymore, we never heard from them again. Don't let the "treating you like family" allow you to drop your guard and trust them because they are not at all trustworthy.

Not good. Is looking out for himself first. He will try to place you in an annuity as fast as he…read morecan because he wants his high commission . Will not give you time to educate yourself or educate you . Annuity give the highest commission possible up front so he must work fast and he does . Most annuities are not a good choice. The insurance company is not going to let you win! He gets away with this too! Run for your life ! I worked way too long and hard for this to happen to my hard earned money .

My husband and I so grateful that we found Steve and his team at SGL! Steve has been so patient…read morewith us, meeting with us as many times as we need (it was often) to answer every question we have. He is an excellent communicator, explaining from his wealth of knowledge and decades of experience! With the recent downturn and volatility in the market, we are so thankful for their diversified income strategy. We sleep much better at night! Steve and his team are even helping us resolve a mistake made by my husband's employer on our IL taxes. All around, we know that we are in very capable hands. Thank you Steve!