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 Tucker has been stalking me electronically for 3 years. He is relentless with his barrage of…read moreemails. I have unsubscribed 9 times. I have created Rules in my Outlook to send his emails to Junk. I have called and asked him to remove me from his list. And yet, he has crafted his emails to harass me despite my best efforts to make him stop. Please Scott, take me off your list. I have no interest in doing business with you.

We have been doing business with Blythe & Associates for over 20 years. They are an upstanding firm…read morein all respects. I would recommend them without hesitation. B J F. Niles

We've had Blyth & Associates doing our taxes for about five or six years now, and they always do an…read moreexcellent, thorough job, getting our refunds back to us, advising us on how to handle donations and investments, and offering superb service. The office culture is a wonderful blend of brisk, no-nonsense, get 'er done spirit; warm, friendly support; and, of course, expertise. You'll be in good hands if you go with Blyth & Associates.

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.

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

Les Goldstein has invested my aging Mother's money the last 11 years or so. I've always been very…read morehappy with him and his growing company. Very knowledgable, friendly, & talks in a way I understand. Also, her portfolio has done well, despite our conservative efforts. The investment strategy definitely fit her needs.

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.

I have been a client of DeRose for more than 30 years. I'm grateful for their customer service,…read moreendless patience w me and guiding me in the right direction all these years. Their knowledge and advice far surpasses any other financial planning group out there. I trust Karen!!!!

From the owner: Financial Planning Retirement Planning…read moreWealth Management Asset Allocation Divorce Planning Expertise Business Succession Insurance

I'm really surprised I haven't written an update to this already. I decided to be generous and give…read moreit two stars instead of one... but I'm not sure how long it'll stay that way. When we opened a couple accounts, things were good. I liked that we could walk into the bank and be greeted and there wasn't some huge line or anything. The folks were very friendly and I felt quite welcomed. But after we left things went downhill. I don't know if it's because the woman who opened the account, the assistant manager, was leaving early that day (she mentioned this) and she was doing things too quickly or not. But from what we've experienced it just feels like service is inconsistent and stuff. First, a few days after we got the account opened and were preparing to use the temporary checks they gave us we found that my name was spelled incorrectly. Not sure why, when it was correct on the other account; I guess she just spelled it incorrectly the second time. The temporary checks were to be a stopgap until we received the ones that the bank ordered for us. But after several weeks passed without receiving them, I called the bank number, and was routed to a call center, where I was told that they didn't have any record of a check order having been made. This was nearly two months after the account had been opened, and we had to wait another two weeks or so for them to arrive (the person on the phone didn't offer any sort of expedited order or anything, which would have been good customer service here). It was just another thing to make me disappointed we'd selected this bank, and here I thought I had done at least a little investigation to try and find a good local bank to use. Most recently, I visited the bank about a week or so ago. I needed to transfer some money from the household account to my account at another bank for some home repairs. It may be standard that you can't transfer from one bank to another except by wire transfer, though I have to admit I was surprised given everything that can be done digitally nowadays and knowing the banks are all part of the same electronic infrastructure. But was MUCH more annoying is that I had several checks to deposit, a few of which were made out to two people (I was one). The other party endorsed the check and I did as well when I got to the bank, but the teller told me that "technically", he wasn't supposed to accept it because he needed to see the other party endorse it. Since when??? I admit that I haven't written a check in literal decades and rarely get them myself, but I know I've deposited a two-party check before. I might understand if I was asking to cash the check, but I was depositing it into an account that had both the names to which the check was made written on it. I was just floored by this. It's nearing the last straw; there are two things keeping me from going to another bank altogether: the first that once you open an account, you can't access the money for a month (I honestly don't understand how this is possible--maybe it's for deposits of a certain amount? How can you not have access to your money for a month?) and the second that how can I now trust whether a bank is actually competent when I though I'd looked into that to select this one?

My friends are very highly recommending this Bank, and I am going to join the community too…read more Jelena Radnich, Translator/Interpreter English to talian, Bosnian, Serbian-Croatian, Russian jelenaradnic60@gmail.com ph: 1.224.201.891 Translations done right- on time every time*

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.

My review is for the Invesco tax services. We've trusted Invesco with preparing our taxes and…read moreproviding financial advice for over 7years. The unhappy reviews seem related to their rental properties. We've never had issues with our taxes and they're always completed in a timely manner. Ryan is trustworthy and professional - we've referred Ryan/Invesco to so many of our closest friends. Ryan thinks of all of the ways you can get your money back. :)

Invesco has been doing my taxes for 7 years and running my managed equity account for the past…read moreyear. They're super easy to work with and have a very experienced team. I've referred a bunch of friends to Ryan and would continue to do so without hesitation.