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.

Excellent office! Staffed with the best people…read more The location is convenient. The team helped me through some complex documents, and the branch manager followed up with me explaining all the detail. I recommend this office to all my friends.

I came in for help to set up an account that I set up online. The manager or whomever he was,…read moreliterally came in in the mist of me speaking to the lady up front, did not introduce himself or anything but I saw a flyer w his name, title, and picture on it at the front desk, and started to talk to me. Literally was the most condescending conversation I had with any one in the banking world. There's a form I need to hand in by either mailing it in or dropping it off at a location. He asked me how do I need to do anything with a form if I don't have it?! He also told me that there's 1800 numbers that I can call for help. I literally drove there to be told I should had come in cuz I don't know what I'm doing! Rude! Don't come here! Call the 1800 number instead!

Jason is an exceptional insurance agent! I have been a client for the last several years for my…read morehome and auto. What sets him apart is his ethics, thorough knowledge, and honest recommendations! He will never sell you a policy or a rider that you do not need, but will make the suggestions and clearly explain your alternatives. He makes insurance easy!

This is a brokerage house with experienced investment personnel who do well with the average Joe…read more They don't hustle and they don't push. When asked, they can explain choices and probable results, and they are very knowledgeable on how the markets move. They also work in the dialog of humans:, clients don't need to know the magical terms of the brokerage business.

Adam is a great insurance agent. He is very responsive and knowledgeable with all aspects of…read moreinsurance.

Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

I have worked with Bob for 20+ years on my individual return and he and his colleagues are a joy.read more

I called to ask a basic real estate tax question and 1) they answered the phone 2) they transferred…read moreme to Bob 3) he quickly and clearly explained everything in a 5 minute conversation at no charge. It felt like I had entered a time portal and gone back to a time when people were friendly and responsive and cordial just because! I will always recommend this company now because of his kindness.

GUIDANCE & KNOWLEDGE-- COMPREHENSIVE FINANCE SERVICES In the…read moreearly 1990s Tony and I worked at the same company. I appreciated his honesty and integrity then and still do now. When I learned Tony had launched his firm I sought his expertise to prepare my income tax returns. He also helped me set up my initial ROTH IRA. A few years ago I had the opportunity to invest my entire 401K with an established firm and consult with an advisor that could provide me with guidance and knowledge to ensure I would reach my retirement goals and continue my financial stability. Tony met with me and we walked thru a few financial scenarios, ultimately selecting the one that meets my current needs. I like that Tony listens to my concerns and values my opinion. He offers comprehensive financial advice. I have confidence in Tony and his continuing to assist me with my investments and earning goals. Note, I live in Chicago and APC is in the burbs- I easily communicate with Tony & his team via email and phone.

WHOA! Talk about great service! I just got my tax return and surprise. APC found more deductions…read morethan I ever knew about. Being self-employed, the new health care forms were very confusing to me. APC shared a few good tools so that I could learn about how to deal with the ACA rules and guidelines. Even though I am not at a point in my life that I have money to put aside in a big investment plan, APC provided me with the information I need so I can understand how to start. Monthly newsletters have been really interesting and always teach me something that I don't know about money. Their whole team from the receptionist to the owner really cares about my success. The environment is friendly and professional. I highly recommend APC for tax advice or financial planning. They are the best!