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.

Very good crew here that know their stuff. One of the best things is they are always reachable and…read moreif you have to leave a message with a question they get back to you right away. So far very pleased.

Wish I could give him and his company a zero. Manipulative and unresponsive when problems arose. I…read morewould recommend any other financial advisor in the area (anyone!) before I called upon him for anything.

I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was…read morefaced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.

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 was seeking a local investing firm and happened to come across Kabarec Financial Advisors on…read moreYelp. Honestly, I didn't even know if they were exactly the right company for what I needed to do. So I just stopped in today and spoke with Michelle. Despite my frazzled and exhausted first-time-mom appearance and my "i have no decent clothes that fit right now so these sweats suffice" wardrobe, neither the receptionist nor Michelle made me feel out of place. As it turned out, for my situation, Michelle advised it is best for me to go to an investment firm and open an account directly with them. Michelle was quite professional, knowledgeable, and able to provide some great advice despite her company not being the exact fit for my needs. If I should ever be in need financial advising, I would absolutely return to Kabarec for their services.

From the owner: Our financial advisors in Chicago work with families and businesses to develop effective game plans…read morein a common language. For us, it's about making the complex simple. As financial advisors, our role is to enable you to confidently pursue your goals.

Run! I had a bad experience with them. They charged me after I asked for my services to be stopped…read more A Also added fee do not give them your debt card information they automatically debt for additional fees you are not told about. They also have poor customer service the supervisors do not get on phone. I will never use the service again. He basically told me that they sit back and wait and kept trying my card after I called them to cancel services. The also call you multiple times a day from a dialer

Ray is a fantastic advisor for anyone grappling with the four pillars of adulting that you wish you…read morehad started on earlier in life. Budgeting Investing, Insurance and Retirement. Who learns this stuff and who do they learn it from? Well, I did not learn alot of it until a few weeks ago and in a complicated world it sure is good to have a no nonsense advisor. I can't say enough about how great it feels to have a map through the long term planning that we all left to our fathers who all thought we would have husbands to do it for us when we got old. I watched my own mom struggle with this stuff and it's not easy to find someone you can trust. A million thanks to Raymond Giese for putting together a straight forward presentation that lays out the options and tools for getting your finances and future under control. I am very grateful.

Ray has helped me take my life to the next level! Through working with him, I have gained the…read moreclarity that I struggled to find on my own regarding how to maximize my career potential. I am now furthering my education in a field that, through our focused work together, was revealed as the perfect fit for me. We are currently working on the next area of my life that I so needed help with-- finances and learning how to become financially free! It is really awesome to be able to work with one person on two very important and interrelated areas of my life. He has great knowledge, wisdom and insight, and I recommend Career and Financial Pathways to anyone looking to step up their earning potential and money for the future while living a life that are happy with!

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Jim has been preparing my tax returns for more than 10 years. He is very knowledgeable and…read moreefficient and super nice to work with. Having Jim do my taxes means that's one less thing I have to worry about and I know the work will be done right. I have complete confidence in him. If you are looking for someone you can trust, look no further. His charges are quite reasonable too.

We were skeptical about having to travel 45 minutes, an hour or more if there's traffic, to get our…read moretaxes done by someone we haven't met. But James Flannery seems like a no nonsense kinda guy who's knowledgeable and personable at the same time. Compared to other tax preparers who take advantage of tax season to overcharge, (H&R highway robbers) Jim's fees are very reasonable. He's definitely a keeper! Highly recommend.