I spoke with Scott.He didnt know me from Adam. He was amazingly open and helpful. He answered all…read moremy questions. He never even suggested that i should hire his firm going forward. A really nice man. He deserved all the success he has attained. I strongly recommend contacting him if you need financial advice.God bless.

Scott has LONG SINCE left the health insurance industry when I worked with him. Since, I have seen…read morehis "infomercials" on Sat/Sun on WGN Ch.9 and tried to inquire NUMEROUS TIMES for the SUPPOSED "FREE" books/materials. Was contacted by his staff and pitched to become a client. After explaining I currently have a financial planner and was just interested in reading the books and materials he claimed we're "FREE", his rep took my information to send the materials: however, NOTHING EVER CAME!! This has happened THREE TIMES NOW! So I guess if you're not buyin', he ain't supplyin'!!!

Always ready to help and very straightforward. They understood I was not a risk-taker, and invested…read moremy money accordingly. I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.

I am the lead instructor of this 3 night, comprehensive retirement planning course. I am very…read moreproud of our content. We always strive to stay fair and balanced, pointing out the positives and the negatives of each strategy and investment. Our estate planning attorney discusses dying without a will, wills, and living trusts. The session on Social Security helps folks to maximize their SS breakeven point and properly assess when to take this important benefit. Our discussion of long term care planning is always a major eye-opener, causing folks to look at this life-changing possibility with open eyes, often for the very first time. We do not promote specific investment products, focusing on financial planning as a process, with the great majority of time discussing the difference between the accumulation and the income distribution time of life. We have hundreds and hundreds of happy clients, and our client retention rate is well over 95% for the last 20 years. Les Goldstein

Luis takes a personal interest in planning your financial goals. He's dedicated and involved in…read moreevery step in managing your expectations and getting you the best results. He takes the time to listen to his clients and then develops a sound investment strategy. I recommend speaking with Luis and working with him on your financial plan.

I recently met with my financial advisor Andrew for our yearly planning and review. After a brief…read morereview of our accounts and returns, we revisited the long term forecasts and goals we have for retirement. For the first time, I began to see a pathway to reach our goals and spending requirements for retirement. His approach allows you to gain momentum each year you invest. If you need to improve your retirement forecast, Andrew will give you his time, his attention and his perspective to allow you to reach your goals.

My wife and I are clients of Andrew and Edward Jones. I would I highly recommend Andrew to those…read morelooking to take retirement planning head on. Andrew will often times come to our house for annual reviews and planning meetings. He helps us get down and really take a look at the life style we want in our older years. He is thorough and explains things until you are comfortable and understand. It wasn't until I started working with Andrew that financial planning wasn't confusing and frustrating. I worked with another "financial advisor" who recommended some poor strategies that Andrew quickly identified was not a good fit for us. Andrew went through a process to identify what is best for our goals. Highly recommend! Could look else where but don't know why you would.

Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed…read moreaway. She was extremely helpful, professional & made just one of many transactions I dealt with following my sister's passing. I believe you would find her quite helpful with your financial investments.

I was a long tome customer (Over 15 years). My regular Account Rep retired, and they began…read morecharging a $50.00 annual fee. Not a big deal, but I called to ask about it, and I was told by the Branch Manager, Roberta S., that they don't want my business, because I don't have over $100,000 in my account. I was asked to find a new company because my account is "no longer worth their time", even though I only call at most once a year. The Branch Manager then abruptly hung up on me. I had to call the national hotline to get info on how to transfer out, as she could not be bothered to even help me with that. If you have a lot of money, would these be the people you trust?

When my cousin became ill a year ago, I knew I would have to manage her finances for a while…read more Eventually she passed away, leaving me with all the complications of managing an estate in Chicago with two trusts, several financial institutions and several heirs, from my home in California. Jeff Whiteman at Edward Jones Investments in Norwood Park in Chicgo, IL was her primary broker, and his help and advice was invaluable to me as I worked through the process. His investment advice was spot-on, he executed trades promptly, and made doing business with Edward Jones easy. My cousin trusted him with most of her investments for years, and that trust was well earned.

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!

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.

Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

First ever mortgage with this bank. Previously I had been dealing with Chase, and there were many…read morethings about my mortgage experience with Chase that frustrated me, or made me uncomfortable or pressured. Everyone I dealt with at Liberty was very helpful, courteous, responsive, and I never felt pressured. Plus, their rates were incredibly low. The ability to upload and receive documents online was great, and the website they use for mortgages was very easy to use (much better than my experience with Chase whose electronic document system was a pain and required more in-person and physical paper). There was a grant I wanted to get, and I know Sylvia, Dagmar, and Maddie had to do a lot of extra work to accommodate this. I am self employed, which also complicates things, but this team was very easy going about this fact. The seller was particularly difficult to work with for this sale, but the team at Liberty were good about following up with the seller's attorney and worked with my attorney to get the closing done on time. I also dealt with Sera at the Liberty Insurance subsidiary to insure my condo, and opened a checking account at the Lincolnwood branch. Everyone I dealt with for these services were wonderful as well, and everyone went out of their way to work with my needs. I suppose my only criticism is that the retail banking side lacks some of the options and services compared to the big national banks. So I am not dumping my Chase accounts yet. But the personal service at Liberty is second to none. I will definitely be using them for any future home purchases, and will use their retail banking for some of the niches that fit my needs.

Hi liberty bank is so unprofessional. U cant never get a hold of them. When u do they jst start…read moretalking and forgetting about their customer. U call again after they hung up and it goes to voicemail. I dnt knw wat seems to be the problem when ur jst trying to make a payment...