I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

I have a new brokerage account that I wanted to get some clarity on how to operate it, from Charles…read moreSchwab, so I went online to make an appointment. A young man called me back and told me that I didn't need an appointment just to get clarity on my account, that I could just walk in and see someone. I came to the office, and the receptionist and Manager were so unhelpful. They just passed me a card and told me to call the toll free number to speak with someone. I protested and asked if I could just speak with someone for 10 mins, and they still refused me. I was so disgusted with this LACK of customer service. It is unfortunate, that I won't ever be able to consider the branch office as a resource, because I won't ever go there again. Horrible!

Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

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.

Sean was very friendly and experienced. My wife and I showed up early for the Social Security and…read moreretirement seminar. It was a full house and all of Shawn's staff were very kind and helpful. We later met with Sean at his office and we are seriously considering signing on with him as our financial retirement advisor.

My husband and I have trusted our nest egg to Sean over the past five years; he has be helped our…read moreassets grow. With Sean's guidance and depth of knowledge, we both have been able to retire early, have been able to relocate to our retirement home, and we know that our wealth is as protected as it can be. All investments are subject to the uncertainty of the market . . . the impact on our finances has been minimized thanks to Sean. As a fiduciary, Sean has helped us with retirement, social security, and Medicare. If you are young person, don't think you have to wait to seek guidance - the more you do now, the better outcome you will realize. Trust your future with Sean; you won't be sorry.

New location is very nice. Preferred parking is available as well…read more Always amazing excellent service provided at this location. Advisors are always quick to check you in for appointments with your own portfolio advisor and to help with pick up/drop off items.

I visited this website first made an appointment. Keep in mind that the website does not provide…read moreany clear delineation as to who you should meet rather it allows you to actually choose whomever you would like to meet. Upon actually physically going to this office and meeting with the person I had selected to meet I then learn that this person will not help me due to the minimum requirements. Rather that I would get passed on to another associate who quite frankly is not even old enough to remember the 2008 crash. However, I decided to give him a chance. And made an appointment via Zoom for the following day. I got on the Zoom call and he was late and after four minutes I dropped off from the call. I have no idea why these people think that being late for an appointment with a potential client was a good idea. I have no idea why being late is even an option without providing any kind of notice to a potential client. Well, I do understand that they have base pays and the rest as far as cash, bonus or short-term incentive are probably based on some type of sales goals. This is a classic very simple example of how to lose a client in less than 48 hours.

They were great at first, but got slower each year until they finally said that my personal taxes…read morewere no longer worth the time. No idea why and they didn't tell me.

Deepa has helped me with tax and accounting issues for my company and my family. She is a…read moreconsummate professional.

We hired Chris Wesolowski, VP of TAX ONE, to do our taxes for year 2020. His assessment was that…read morewe owed a substantial amount on our Federal return. We performed a checkup using free Turbo Tax, using the exact same information, and it told us we owed much less than what Chris' paid service told us. We reached out to Chris by email for an explanation, and a cold response of "...will look at it and let you know" was all we received. We reached out again after a week had passed only to be told he was out of town and nothing had yet been done. Considering that sizable differences were found, multiple errors had occurred, no offering to help us understand, and there was a lack of communication and care with any form of perceptible urgency or respect, we are extremely disappointed overall. A service was not performed for us, yet he took our money and has not made any effort to make the situation right. Once they have your money, they make no effort to ensure your happiness. If you are looking for reviews on TAX ONE and cannot find any except this one, ask yourself why. Look elsewhere as Chris is arrogant towards his clients, unprofessional, and incompetent in the actual work performed.

I was referred by a friend & now I can proudly recommend Ania myself. Having Ania & her awesome…read moreteam I had the "DREAM TEAM". From the first call to the super speedy end of my loan process they were all 2nd to none. Thank you so much from me and my family. *Joe

Ania is amazing and efficient! I spoke with her originally see if some of my financial choices (…read morelike co-signing on a car, etc) would effect my chances of buying a home. I did not think my credit was exactly where it needed to be (680's) and she got me approved that same week, and also gave me some homework to do in the meantime while House hunting to get approved for my max budget (paying down certain credit cards, etc). Ania and her assistant Sean kept in contact with me during the process, (especially, Sean because I had many questions!). We closed on our expected closing date and it was quick. My biggest worry was not being able to get approved for my max budget and she made it happen! ANIA IS MAGIC, and I am so grateful! Keep up the good work, and thank you for everything!

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!