I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

My review is for the Invesco tax services. We've trusted Invesco with preparing our taxes and…read moreproviding financial advice for over 7years. The unhappy reviews seem related to their rental properties. We've never had issues with our taxes and they're always completed in a timely manner. Ryan is trustworthy and professional - we've referred Ryan/Invesco to so many of our closest friends. Ryan thinks of all of the ways you can get your money back. :)

Invesco has been doing my taxes for 7 years and running my managed equity account for the past…read moreyear. They're super easy to work with and have a very experienced team. I've referred a bunch of friends to Ryan and would continue to do so without hesitation.

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.

Always ready to help and very straightforward. They understood I was not a risk-taker, and invested…read moremy money accordingly. I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.

I am the lead instructor of this 3 night, comprehensive retirement planning course. I am very…read moreproud of our content. We always strive to stay fair and balanced, pointing out the positives and the negatives of each strategy and investment. Our estate planning attorney discusses dying without a will, wills, and living trusts. The session on Social Security helps folks to maximize their SS breakeven point and properly assess when to take this important benefit. Our discussion of long term care planning is always a major eye-opener, causing folks to look at this life-changing possibility with open eyes, often for the very first time. We do not promote specific investment products, focusing on financial planning as a process, with the great majority of time discussing the difference between the accumulation and the income distribution time of life. We have hundreds and hundreds of happy clients, and our client retention rate is well over 95% for the last 20 years. Les Goldstein

I have worked with Bob for 20+ years on my individual return and he and his colleagues are a joy.read more

I called to ask a basic real estate tax question and 1) they answered the phone 2) they transferred…read moreme to Bob 3) he quickly and clearly explained everything in a 5 minute conversation at no charge. It felt like I had entered a time portal and gone back to a time when people were friendly and responsive and cordial just because! I will always recommend this company now because of his kindness.