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!

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!

We found Ken from a string of referrals - you know when you discover everyone you know is using…read morethis one guy. Ken's the guy! But there's a reason - he cares. He really cares. Small town values and personal care to your investment plan, but with wonderful resources backing him. He's become a friend in a very short period of time. Way better than feeling like you're just a file or a commission check.

I have known Ken several years and he has always been ethical. Yes he is a sales person but he…read morealways does the right thing. I referred my Aunt to Ken to help her get her retirement income in order and he really stepped up to the plate and made sure she was well taken care of. Ken is a great representative of Edward Jones.

I've used Tim Obrien for several years as my corporate accountant. I found him to be very…read moreprofessional. He found some deductions for my business that my previous accountant never mentioned, saving me quite a nice sum of money in taxes. I would highly recommend him.

I researched and reviewed several accountant firms using personal referrals and even ELP from Dave…read moreRamsey. Tim and is associate Kevin both offered to meet with me in the fall 2017 prior to tax season. I was scheduled to meet with Tim but he was sick the day of my appointment so instead I met with Kevin. Kevin took time to review my previous two tax returns and gave me suggestions. He even made a suggestion for filing that garnered $900 in my pocket that same month without charging me a penny! That next spring Tim filed our taxes. They offered to meet with me in person again before filing, meet after the preparation was completed, and be available for questions in between. He knows Joliet area and his kids even went to the same school as mine but 10 years earlier. He called me the day he was going to submit my taxes. We are again having Tim file our taxes this year. After 25 years of filing my own taxes its nice to have them in the hands of a trusted professional.