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.

It's been an amazing experiance having my investments intergrated into my tax plan. Also appreciate…read morethat also give help when it comes to medicare, estate planning and tax planning and prep all in one location. They also have a team approach where each team member seems to really care. Thank you Jordan, Mark, Nicole and the entire team.

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.

I have been working with Seidler & Associates for about 20 years. He took over my account many…read moreyears ago. Greg Seidler has always kept me in line and as anybody who is in business knows, things can get very complicated. State taxes, federal taxes, Social Security, corporate taxes, unemployment insurance, the list is complicated. I'm very satisfied with Greg's service and haven't had any problems thus far. His staff is very helpful too, I can pick up the I can pick up the phone and call anytime during working hours and get critical information I may need for insurance or other reasons. Thanks Greg and staff, looking forward to another 20 years !!

Greg and his team are solid. Responds quickly, gets the numbers in promptly and correct. They are…read moreup to date on technology so you don't have to print everything and bring in like my last accountant. Recommend!

The wonderful people of M. Sweazey & Associates always take care of my needs and help me in…read moreevaluating the best insurance solutions. They have been my agency of choice since 2004. Mike Imm is friendly and knowledgeable and truly cares for my family's well-being. The staff are also tremendous, especially Jessica who goes above and beyond to ensure you are well cared for and questions are answered at lightning speed. Very easy to talk to and work with. I truly know I am in good hands.

From the owner: Insurance is unlike any other product out there - you pay for it and hope you never have to use it…read more And that makes paying more than you need to that much more uncomfortable. With a policy from Allstate, you can help keep your insurance costs low with the wide variety of discounts we offer. Keep in mind, not all discounts are available in every state. The best way to get all that you qualify for is to get an insurance quote specific to Barrington. You can get a rough "ballpark" insurance quote from many companies online, but talking with an agent allows you to ask questions and get a quote for coverage that matters most to you. An agent can prepare a quote that details the coverage, deductibles (your portion of a loss) and cost (premium) of your insurance policy.

I've been divorced for 8 years, and have struggled to put a solid plan together for my future…read more Living paycheck to paycheck (and sometimes beyond my paycheck!) and having zero money put away led to a life of stress and fear. I've been working with Kathleen at RTYT for 6 months and honestly feel I have a partner in my financial future. She takes time to truly educate, counsels on best practices, but beyond that, she helps me stay strong and stick to the plan. I'm on a much better trajectory for my future than I ever thought I would be. I honestly owe Kathleen a huge debt of gratitude. I feel hopeful, happy and I can sleep at night knowing I'm not alone in this. Don't hesitate! Call them! You will not be disappointed!

From the owner: Personal budgeting, bill payment, debt reduction, daily money management, emergency funds, checking…read moreaccount growth, income and expense management, personal profits

I used to burn through brokers and I was starting to doubt myself. You see, I started to think that…read moreI was expecting too much and might never find someone whom I share the same concept of "customer service." I have been with Brock for almost five years and have never thought of changing. I highly recommend Brock to anyone looking for the true, "Last Boy Scout" give Brock a try if you thought the past was completely forgotten and enjoy being treated humanely. Finally I would add, that Brock seems to understand how hard I had to work and sacrifice to save this money and he is applying the equal effort at raising a family as he will keeping you in the green. I just saying.

Love, LOVE working with Matt Settler! Professional, friendly, and most importantly - RELIABLE. Of…read moreanyone I've had to work with - insurance agent or otherwise - he is the MOST dependable. He works hard to get my family the best deal for home and auto insurance. Always quick to get back to me, super respectful of my time, and he goes above and beyond to answer any questions or concerns I have. He even sent my newborn a baby gift! Who can say that about an insurance agent!? I highly recommend Matt Settler and Richter Insurance.

From the owner: Richter Insurance in Buffalo Grove, IL, is an independent agency providing custom car insurance,…read morehomeowners insurance, business insurance and life insurance policies.