Kevin does a great job researching investments that work for us in retirement. All recommendations…read morehave been specific to our individualized financial needs.

Amanda is a great advisor with alot of knowledge, care, and ethics. She and her team are…read moreknowledgeable, efficient, and caring. They go the extra mile with every request and piece of advise to fit your needs for managing your investments. They are the most proactive and efficient team that I have ever worked with in my life for finances.

There have been numerous lawsuits against this company. Their stock has been devalued as a…read moreresult. We engaged Michael Heatwole as our financial advisor. He invested our Ira's into mutual funds that lost money After assuring us the return would be better than the Vanguard Wellington funds they were currently invested in. He invested our IRAs into bond mutual funds that lost more than 2% while the Wellington increased in value by 3% during this time period. We withheld one third of our assets in cash until we saw a positive return. We then discovered that Waddell and Reed was charging a 1% fee just for holding the cash. Michael admitted he failed to tell us this. He then turned the matter over to their compliance department. The response of their compliance department? We should have read the fine print on their contract document-- a document we never received. Michael failed to perform his fiduciary responsibility in failing to inform us that his firm was charging a hefty 1% fee on a significant amount of cash in our IRA. I would stay away from this firm and Michael Heatwole.

Poor service at the Schaumburg, IL office. No communication. No assistance from managers, either…read more My previous adviser retired and SOLD my account to a rep who "just doesn't care" who was After 30 years investing with Waddell and Reed, I have lost confidence. If you invest with these people, beware.

Great customer service, fast tax returns. I have been using the services for several years now…read more Easy communication and uploading documents to the portal. Thanks!

Bloomin' Great! We…read morehave been using Rose Tax for several years and have always found them to be patient, thorough, knowledgable and professional. Jenya (and staff) have consistently returned calls/emails and, unlike many businesses, who might "fudge" their way through a topic about which they're not certain, Rose Tax will refer you to other resources who can assist with your specific questions. I appreciate this - would much rather have someone tell me "I don't know for sure, but here is someone who would be a great resource for you" than "I'm pretty sure it's this" or "I THINK it's probably that." The latter is not helpful! I would definitely recommend.

These guys are absolute life savers. I started off this year doing Turbo Tax after hearing rave…read morereviews but something didn't add up when it said I owed the state $1600 and was getting little back in return. Not only did they solve that problem, but they went back over my previous few years' worth of returns and found an extra $600 I could claim. Overall, I'm getting about $2500 back from the government and I couldn't be more thrilled. I'd recommend Monotelo to anyone, especially my fellow firefighters out there!

From the owner: Monotelo Advisors is a tax-centered wealth management firm with expertise in tax preparation, tax…read moreplanning and wealth management.

Very good, sound advice. Great service. Great Office Staff.read more

I cannot say enough good things about Michael McKay, his staff , and Edward Jones. Getting…read morefinancial advise can be stressful, but Michael has a wealth (pun intended) of knowledge and experience. He explains things clearly on concisely to accomodate you needs /goals. I feel absolutely confident entrusting my financial assets in Michael's hands.

This bank has made mistakes consistently with simple account transactions since last summer when we…read moreopened a straight-forward account. Trying to address the bank errors, which the bank has admitted, has proven very taxing because communication and systems are not responsive and solving the issues have taken a lot of our time. This bank does not communicate individual phone numbers for the branches unless pressed and there was no return call from anyone in senior management to discuss corrective action to our concerns with when messages were left by voicemail, survey and by direct request though a bank employee we finally reached by phone. We have been very long-term customers, believing in the importance of supporting local businesses because they employ people in our community. Now we are ardently looking for a new local bank that understands and applies accuracy, quality, best practices, professionalism and also knows how to avoid making mistakes with customer accounts.

After walking my dog Saturday June 9th, we went to get food at Tyler Creek Plaza. It was raining a…read morelittle so we didn't stay out for long. We passed by Elgin State Bank but I stopped because I saw ponies hooked to a carousel walking in puddles. I was pissed so on Monday June 11th I went back there to ask the manager, Elizabeth, why they were sponsoring animal abuse. She told me it was for their employee appreciation celebration. I told her I was mad about it and she said that it was ok because they know the owners and they take care of their animals, so if there was lightning outside they would corral them into their carriage. I tried to make her understand that hooking them to metal bars and letting little kids ride them is cruel and exploitative. (I'm not mad at the kids because they don't know but it would have been a great opportunity to teach them that it's not ok). We were both testy and no matter how intensely I expressed my concern she really didn't care so I thanked her and left. And trust me I'll be there next year if they do it again.

My wife and I went to this bank,received excellent customer service from mgr Nadia!…read moreThis bank is much more of excellent bank than TCF!Will transfer all my ACCTS to Wintrust bank Asap!Excellent banking products!

Best Bank in town!!! Both Nadia & Maria took care of my situation!! They are a very tight knit…read morebank! They care about there customers & there intentions are for the good of the customer!!

I cannot give Ray and Maralee high enough praise for what they have done for me over the past few…read moreyears. I have experienced how they put what is in my best interest as their primary goal. They have made my planning for the future painless and very informative. Their knowledge as well as the top notch service they provide will keep me as one of their clients far into the future. I highly recommend them.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Don Hopp and staff are second to none as far as accurate, up to date tax information and accounting…read moreservices and have done a fantastic job for me over the last 10 years. His firm is a one stop shop for investment services, tax advice and accounting services.

From the owner: We offer Tax Resolution, Financial Planning, Small Business Accounting Services, and individual &…read morecorporate income tax preparation.