Dan has assisted my mom for several years on her taxes and has also managed some financial assets…read moreas well. He is reliable, helpful and accurate - always accessible when needed as well. His advice and direction regarding my mom's retirement portfolio was well planned and thought out.

Daniel was our first human tax assistant (and not a CD!). Any concerns we might have had quickly…read morevanished when we learned that he was polite, professional and very knowledgeable. More so, he is a gentleman, and someone we would choose to work with. He did a great job with our tax return and we were completely satisfied. You have new loyal customers in us.

Tom has done a bunch of policies for me and continues to earn my business. He seeks to understand…read moremy circumstances so that he can recommend the best options, including those that may not show themselves immediately. And he wants to get things right. Highly recommended!

Manno Group did an excellent job helping me with my insurance. Their rates are very competitive,…read moreand their customer service was excellent. I called Tom at the 11th hour for insurance and he took care of everything right away.

Since Covid times, service has improved immensely. I can normally get a human to help me on the…read morephone within a minute. Website is quite useful as well.

I recently found myself unemployed at 64 and 1/2. Retirement fits me well! After 35 years at my…read moreemployer it was time to rollover my 401/k. Made the decision to stay with Fidelity but needed more options then my employer was offering. Fidelity had everything I needed and made it very easy. Oak Brook office was easy to get to from home, office was modern and clean. The people were very nice, no complaints.

Had an issue with a money order I had deposited into my brokerage account. While the issuing…read moreinstitution was continuously horrific to work with, the people at Schwab made every effort to provide a cure for the issue. This is my first review of anything, ever. That's how much their support meant. Thanks to Kevin, specifically. This event occured back in February 2010 ,and his professionalism has stuck with me. Really appreciate it!

Every experience I have at this branch has been positive. I have been a long-time customer at this…read morelocation and Sarah Lubas at the front always goes the extra mile to help and make my experience as easy as possible. She is helpful, personable, and always knows how to resolve every situation. I highly recommend this establishment because of the high quality of service from people like her.

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.

Unprofessional, unethical, scam by definition. Then when you ask to discuss the fraudulent and…read moreunauthorized new account she set up rather than deposit the check sent, designated in writing, into the account it belongs. She claims she can not discuss it over the phone so I say that's fine I can come in to her office some time next week and discuss it and she starts acting belligerent about how I'm threatening here?! Wow, considering she is misappropriating thousands from the passing from my late father, a former federal chief of police and veteran, this is only the tiniest beginning of the information sharing tour I'm about to go on. Doesn't have a professional bone in her body, misuses clients money for her own financial benefit which by definition is fraud. Just a gross human.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.