Excellent service. Fast, effective, efficient, knowledgeable, and reasonable. Highly recommend.read more

I have been working with Gery for a few years. She works fast and asks clarifying questions when…read moreneeded. Always a good experience.

My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

I called to get a quote on auto insurance. I spoke to Cameron. He said he'd get me to an agent but…read morethen proceeded to tell me that they are looking to sign up customers for Home, Life, Flood and others and asked me if I was interested. I said I was only interested in Auto insurance. He said "then we're probably not a good fit for you" and that was it, silence, no explanation. I was completely shocked and speechless for a few secs. I then proceeded to end the call. A true "never again" example if I ever saw one. Horrible business model and a very unfriendly approach to potential new customers.

We were referred here by an old colleague. When we were a new client, Thomas Ward Agency INC got us…read morea really good rate on our condo master policy. For a few years since, our insurance rates rose aggressively. I've asked for new quotes but I get a lot of "others are coming back higher" or "we're still waiting on another quote" and this year I got ignored completely while my phone calls never got returned. However my cancellation email was responded to in a timely manner. I went to another broker: over 40% off this year's renewal rate (felt so cheap we even added 10% coverage but we were under covered before). The only explanation I can come up with is they aren't into brokering condo insurance (anymore?) and they didn't care whether I stayed with them or paid an obscene rate.

This is actually a 5 NEGATIVE rating. IN SHORT- DON'T DO BUSINESS WITH A COMPANY THAT DOES NOT…read moreCARE. AND HOLDS YOU RESPONSIBLE FOR THEIR OWN ERRORS On Friday I got my final payroll check from the State. I went into the local branch to make the deposits to ensure there are no extended hold or hiccups. Before depositing, I asked the staff if there will be any hold on them. He CLEARLY informed me (and I have a witness as my partner was with me) that there will be no withholding and that the funds will be available Monday, 12/30. I logged in on Saturday and noticed that they withheld 90% of my deposits. I called their "LACK OF CUSTOMER SERVICE" number and was told that it would be an easy fix, but I have to wait till Monday because the department that handles state warrants (for payroll) is closed. But a staff can call the state to verify that the funds are good. Monday comes along and I called. This time I was told that after their research, it was determined that it was an error made by the branch. That they should have coded it as an exception and provide explanation that they were state warrants and not as checks. That the ONLY way to fix it would be to call the branch and explain to them. He offered to call the branch and explain to them how to properly code the deposits and asked that I wait on line. He came back and told me that the branch will not be open for another 30 minutes. That he will place good notes on the account, and if I were to call back in 30 minutes, the rep taking the call will be able to assist. I called back after 30 minutes and this time I stayed online with the rep for over 40 minutes waiting for the branch to pick up. So after discussing it with him, he suggested that I go into the branch in person as he is also at loss since no one is picking up the call. Very reluctantly I had to cancel my personal plans and drove to the branch. Got the same run around, "oh you have no appointment so I am going to place you on our list" - I explained to him that his back office tried called them and was placed on hold for over 40 minutes and his response was, "well it is year end and we are busy so no one it taking calls"!!!!! So I had no choice but waited as I needed my funds released to pay my bills. I waited for almost 30 minutes in the lobby, but nothing was happening and so I flagged down a staff and asked. He said, " oh I thought someone was helping you" then scoot back in and about 10 minutes later another rep came out. Took me to the room and gave me the bad news, that he is unable to assist, that the back office gave me bad information as there is no way for them to code any deposits as an exception. I asked why I was told that there would be no hold when I came in on Friday, and all he did was apologize and gave the fake show of concerns that, wished there was something he could have done. That the only way to code an exception is for a manager to do so, but there are no managers at the branch. Then he continued to insult me by explaining that Fidelity is not a bank (duh? like I did not know that , and he kept repeating it even after I informed him that I worked for other investment and brokerage firms in my past, plus I worked as a regulatory compliance consultant and know the difference) In frustration I walked out of the branch. I then called the "LACK OF CUSTOMER SERVICE" number again and tried to file a complaint, and although the rep was all sympathetic and all, he came back ultimately with the same answer. 1) I cannot file a complain unless I write it and 2) he explained why the hold was place. Fidelity as a firm has been hit with so many fraudulent deposits and as a result, management has decided that every customer is BAD. I have been with them for almost 20 years? Why I am being I punished for their prior poor deposit policy? WHY I am I held responsible for inaccurate disclosure by their branch staff? Finally why did it take speaking to 5 DIFFERENT rep before I was told the real reason why there is a 30 day hold on my checks?? WILL CLOSE MY ACCOUNT on 1/22/2025 when hold is off.

i've been investing with them for 30 years. I consider them the best financial institution to work…read morewith. thank you, Fidelity

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

Trying to get my bank account information updated is turning into a nightmare. Made my 3rd call…read moretoday and still not resolved yet. Direct deposit for a monthly fund and they can't get it updated? They want me to call back AGAIN in a few days. Ridiculous Plus calling back and have to keep giving them the same information I gave them 3 times already

# Indifferent to Identify fraud…read more SSN used by someone else. in addition to many phone calls, thee visits to the branch proof of identity and SSN documentation. Issue still unresolved; other account still exists; no action taken. # Misinformation. One of the more entertaining claims we got from the branch representative was that SSN can be duplicate, so nothing to worry about.

Morningstar has such a sophisticated, modern space!…read more I visited Morningstar for an AMA marketing conference two years in a row. I get excited to attend solely because it means a visit to their offices. Their space is designed so well you'd think they're in the creative industry. I recommend that everyone find a reason to stop in their office. Would love to see more outside parties partner with them and use their space. You feel inspired the moment you walk onto the 7th floor. Views aren't half bad either.

Been using the morningstar data base of mutual funds since 1996 to help analyze funds and make…read moreinvestment decisions. It's the only comprehensive source for this type of information. So they should get 5 stars for that right? wrong. Their query functions are cumbersome and since 1996, they have expanded into so many other areas (none of which I need or want), that their basic database set has been left to languish. To make matters worse, I am bombarded with emails, snail mails, and some phone calls to get me to buy their other products. I can't "opt out" of the emails because then I won't get my notification telling me when the online updates are available for my database. How lame?! I've called throughout the years to request that they stop soliciting me, but they say "sorry. we can't. All or none." So I will stay with them until someone makes anothe product and will happily say good riddance to this non-customer friendly company as soon as one arrives. Morningstar = Lame.

I had a great experience with Larisey & Company CPAs. Their team is knowledgeable, responsive, and…read morevery easy to work with. They explained everything clearly and made the entire process smooth and stress-free. You can tell they genuinely care about their clients and go the extra mile to provide quality service. Highly recommend them for anyone looking for reliable and professional accounting support!

I had an awesome interaction with Brian. I have a complex tax situation, having moved from…read moreCalifornia and having vesting stock. Brian was quickly responsive over email, even on a holiday weekend. Given the the intricacies, which he explained over email, he even suggested going with a California CPA, despite potentially losing my immediate business. His prices also seemed reasonable and affordable. Would recommend!

They did the easy job of giving me a new City Sticker, but blew me off on the more difficult job of…read moresetting me up with a Temporary Vehicle Permit. instead they sent me off on a wild goose chase to an overburdened Illinois DMV. I finally got what I needed in a Suburban Currency Exchange. Whether it was lack of training or just not wanting to bother, i WILL NEVER go back to this establishment again!

I have stopped into this currency exchange several times in the past and been very pleased. Few…read moredays ago, I needed a money order and yes, this is a minimal fee for this transaction. The agent was very professional regarding this transaction. I believe I was out within 10 minutes. This currency exchange is convenient in the Lincoln Park / Lakeview area. Very easy to walk to - limited parking in the area. The store has a huge sign with the fees for all of the transactions. The store could use a little updating, but it's very convenient. Yes, I'll be back for some odd reason.

I took a check in that was made out to me to be cashed and the "women" there claim the check was…read morefake and wouldn't give it back to me.

Came here to get some money changed. The place looks sketchy from the outside, but it's straight…read moreup legit. They charge a $3 transaction fee on top of their mediocre exchange rate, but this is reasonable when you need money in a pinch. Staff were very fast, and I was out within 3 minutes. They do offer other services such as faxing, but I didn't use those. This place beats out the American Express place down the street hands down.