Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.

I've been a client of Edward Jones for a long time, and I've been with Mallory for a good few of…read morethose years. Hands down she is the most patient, kind and thorough of the advisors. I highly recommend.

I like to compare money and financial planning to your physical health. If you don't plan and…read moreinvest intentional time in it then it's going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office. Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals. If you need help taking your financial health to the next level then connect with Mallory and her team. You won't regret it !

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.

My account had been locked by Charles Schwab because someone had tried to gain access to my stock…read moreinvestments at least four times during a day mid-May. When I called the number posted when I was trying to gain access I was informed that I would need a security check by Apple which would require going to one of their stores and dealing with the clearance there. I chose to go to the Kenilworth office where a lady by the name of Kirsten Thiam contacted management to have my account unlocked once I showed her my drivers license which she photographed and put in my security file along with new passwords and a vocal password as well. This process was not easy but Ms. Thiam knew what she was doing and re-opened and secured my account on the spot. This took about 45 minutes to an hour but Ms. Thiam was undeterred and very determined to help me gain access and security to my investments. I am very grateful for her professionalism and help.

I chose this office because the Charles Schwab offices in Downtown had low reviews. I inherited a…read moresizeable trust and other assets that I wanted to consolidate. I made an appt and drove from my home in Chicago( 40 min drive). I met with a young girl who was obviously training or not well experienced. The Financial Advisor Lance was working from home and was on speaker phone the whole time. He did not have access to all the documents I brought. The young girl was flipping through the pages and it was obvious she didn't know what she was reading . I told him I didn't like the fact that I was on a phone in and didn't get to meet with him in person. He said he would be in office on Monday. Great, I'm working. Why did I waste my time today? Going to keep shopping for a brokerage with better customer service.

Chad's approach to investing is tailored and customized to my needs. Those needs have evolved…read moreover time, so we have made adjustments. I appreciate Chad's attention to the changing dynamics of my investment outcomes.

Coe Financial Group is led by Chad Coe. I highly recommend their services. Chad explains all the…read moreins and outs of your investments. On personal level, Chad is definitely a giver and is all in protecting and expanding your investment portfolio.

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.

Olimpia Savarino, Relationship Manager, is always so helpful, responsive and knowledgeable. She…read moreproves excellent service. Thank you!

Literally the worst bank I've ever dealt with in my life. I ordered a $90 bag from a bogus Chinese…read morewebsite and have proven many times over that it was fraudulent and this bank still hasn't returned the funds! It's been 3 months!

I have used ShankerValleau for over 35 years. with Larry, and John and the rest of…read moretheir team and I highly recommend them . They have provided my business with excellent accounting services plus I am now able to retire to their great wealth management services

From the owner: ShankerValleau offers a comprehensive approach to personal wealth management. We work for you as…read moreyour Financial Quarterback. * We protect and cultivate your wealth through global portfolio diversification, financial planning advice, and tax planning. * We are an independent, fee-only advisor allowing us to offer impartial, objective advice. * We offer sophisticated year end planning, so our clients know what to expect when they receive their tax returns.