Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

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.

I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

I have a new brokerage account that I wanted to get some clarity on how to operate it, from Charles…read moreSchwab, so I went online to make an appointment. A young man called me back and told me that I didn't need an appointment just to get clarity on my account, that I could just walk in and see someone. I came to the office, and the receptionist and Manager were so unhelpful. They just passed me a card and told me to call the toll free number to speak with someone. I protested and asked if I could just speak with someone for 10 mins, and they still refused me. I was so disgusted with this LACK of customer service. It is unfortunate, that I won't ever be able to consider the branch office as a resource, because I won't ever go there again. Horrible!

I have always been a firm believer in making my money work for me, so it was not too terribly long…read moreafter I began working at 'real' jobs that I also began to explore options for long term investment opportunities to supplement my 401K contributions. I worked with an EJ advisor back in Wisconsin for a little less than 2 years. Him and I had a great relationship and mutual understanding of my goals, but after I moved here I though it best to pass on my account to somebody local. Now granted that in this day and age you can easily accomplish anything you might need from a broker via phone or email, but I still like to have a face to face at least once every financial quarter. Call me old school. I scouted around places for several weeks before deciding to stick with an EJ rep here in town, and I would advise anyone looking to work with a broker or investment banker to do the same. This is a person you are trusting with your money after all, and is not something you should take lightly. Practice due diligence, ask lots of questions and be sure to get references from them, especially if you are in it for the long haul. Any reputable broker will be more than happy to accommodate you. If they aren't, Run! This small EJ office is all about personal attention to the client, which is not something you are going to find at the larger financial services firms in the Chicago metro. It might sound prestigious hiring out one of the big boys like Fidelity or Morgan Stanley, but those are not people that are ever going to return your calls in a timely manner or be engaged in your account. Those big firms are fine for people that have a hands off type of situation with their portfolio. They also work for the wannabe gurus of the world who handle the bulk of their transactions online personally, and basically just need a brokerage house to facilitate them. For the rest of us, Edward Jones is a good option.

They reached out to me. No idea how they got my info. Why would I give them personal info? I…read moredon't know them and don't know anyone who knows them. Also, how does a bachelor's in computer science qualify you for this kind of work? I really don't need a free dinner.

It's been an amazing experiance having my investments intergrated into my tax plan. Also appreciate…read morethat also give help when it comes to medicare, estate planning and tax planning and prep all in one location. They also have a team approach where each team member seems to really care. Thank you Jordan, Mark, Nicole and the entire team.

I scheduled an appointment online to come onsite to this office to meet someone in person…read more Upon arrival i was seated on the first floor and offered nothing while I wait. There was a table with refreshments and snacks. The person who greeted me retreated behind a glass wall with a locked door after checking me in for my appointment. In that room were at least 4-6 other employees all on their laptops in a communal working table. There were what appeared clients meeting with a fidelity employee in the glass rooms in the receiving area and you can hear everything. there is no privacy there.

My family and I have been banking with Fidelity Investments for over 30 years! Their services are…read moretop notch -- everyone I've worked with is very knowledgeable and efficient! They moved from their now former location (next to the Kuma's burger restaurant), to the plaza next door, new address: 1570 E Golf Rd, Schaumburg, IL 60173; they are in a 10-floor brown marble-looking building next to the Lennar building and are on the first floor to the left as soon as you walk into the lobby! (Their building is next to the plaza that has the Woodfield Hyatt and City Works in it)! They occupy a first floor suite plus the 10th floor! I was helped by a professional, pleasant (and pretty) young lady named Eeshie, who quickly and efficiently deposited my check into 1 of my Fidelity retirement accounts! (Make sure you've already got the Fidelity account number of the account you want to deposit that check into, written on the back of your check, just to make things easy for yourself and the Fidelity rep!)

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.

The wonderful people of M. Sweazey & Associates always take care of my needs and help me in…read moreevaluating the best insurance solutions. They have been my agency of choice since 2004. Mike Imm is friendly and knowledgeable and truly cares for my family's well-being. The staff are also tremendous, especially Jessica who goes above and beyond to ensure you are well cared for and questions are answered at lightning speed. Very easy to talk to and work with. I truly know I am in good hands.

From the owner: Insurance is unlike any other product out there - you pay for it and hope you never have to use it…read more And that makes paying more than you need to that much more uncomfortable. With a policy from Allstate, you can help keep your insurance costs low with the wide variety of discounts we offer. Keep in mind, not all discounts are available in every state. The best way to get all that you qualify for is to get an insurance quote specific to Barrington. You can get a rough "ballpark" insurance quote from many companies online, but talking with an agent allows you to ask questions and get a quote for coverage that matters most to you. An agent can prepare a quote that details the coverage, deductibles (your portion of a loss) and cost (premium) of your insurance policy.