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.

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.

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 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!

Extremely responsive. Very knowledgeable. Excellent advisor for business and individual interests.read more

Neil Johnson (The Tax Dude) was amazing. I started a business two years ago and had not filed any…read moretax returns. Even worse, because I so busy getting my business started I hadn't filed my personal taxes in three years. I was a complete disaster until I met with Neil. He helped with getting business accounting up to date and prepared all of my tax returns. I was a little nervous working with an accountant for the first time, but Neil was great and I have the upmost confidence in working with him now and in the future.

Deceptive Practice I…read morereceived an invitation to attend a retirement seminar / dinner. (I've received many in the past.) I replied SAME DAY and was told that they were full. The sales rep then tried to switch me into moving my accounts to them. Not so much as a presentation or fulfillment of an invitation. Why would I trust them? And why would anyone else?

Working with Lisa, Terry, & Nicole is such a pleasure! Such a cohesive team and they are always…read moretimely in addressing my needs. They are completely transparent as well, they make me feel like I'm a part of the family.

We have been with Ben Barzideh at the Barzideh & Nadeau team for over 10 years. We were a little…read morenervous at first to hand over our hard earned money to unknown advisors. But during this time we've come to realize this was the best financial decision we ever made. (We've spoken to many other clients with much longer associations, and were always quite satisfied that we were in the right place.) This team truly looks out for their clients, they have a system that we are very comfortable with, and they makes it SO easy to understand the world events that influence the financial markets (and ultimately our money!) On top of all this - they are ALL -REALLY nice people! Give them a try!

After years of dealing with the "name brands" of wealth management companies, Ben Barzideh and the…read morewhole team are what a financial management company should be. You are not "pigeon holed" into a predetermined matrix. Their advance and protect strategy with the client in mind is what makes them different. They are truly looking out for your best interest. We couldn't be happier! Bill L.

This company and Jake Pigatto ripped me off. I hired them in July 2025 and fired them in January…read more2026 to help me with my tax issues, but they took my money and didn't do ANYTHING. I had an IRS Revenue Officer assigned to me who put a Tax Levy against me, and when I spoke to him, he clearly said he received nothing of what he requested from my representatives, and that was the reason he issued the Levy. The guy, Eric, had me sign a paper, and that was all they ever issued to the IRS on my behalf--a wasted $4,200+. I filed a complaint against this company, and I want ALL of my money back. I haven't forgotten about you. Had to hire someone else to help me: Jake and her partner, Tiffani, aka Tiffani The Tax Pro, who's in Texas. Do NOT, I repeat, DO NOT USE THIS COMPANY AT ALL. Poor communication, unethical, but always asking for payment.

From the owner: We strive to help clients in need.read more