phenomenal service phenomenal people who work there!!!!!!!…read morethanks schwab in naperville!!!!!

Love this particular location of Charles Schwab! Everyone here is super friendly and great to work…read morewith. Whenever I have any investment questions or just need to check on my accounts, they are all eager to help and chip in how they can. Super personable as well - they remember you which makes their customer service great. They have a lovely seating area and offer coffee/tea while you wait if you have scheduled an appointment. They also can walk you through the online portal if you work with them as well.

I had a consultation with Curt recently in regards to developing an approach to a specific debt…read moresituation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.

After 35 years of a demanding career with a Fortune 100 company, I really wanted to focus on my…read morefamily in retirement. To make sure everything was on point, I hired F5 Financial to manage our Financials. I wasn't interested in hiring an advisor that only wanted to squeeze out an extra dime where possible. I wanted an advisor like Curt, who looked at things comprehensively. I like F5's holistic approach to financial planning - it's structured and disciplined, but it's tailored around our goals (like purchasing a vacation home soon). Because it's well-structured, nothing gets overlooked, and Curt holds me accountable to make sure there is follow-through. He brings a high level of integrity and responsiveness to his work, which I appreciate. I'm very happy with our financial situation and the peace of mind I get from working with F5.

Dugan & Lopatka have done our taxes for about 15 years. Pretty straightforward. We've never had a…read moreproblem. We are here today dropping off (late) but hopefully all is sorted. Not cheap, but we've never had a problem.

Do not go with this company. They try to rip you off…read more Foreign income and fbar form makes the whole thing more complicated. But an estimate of further 10h when 3 were already spent, at 200$/hr for a tax return. 40-50h estimated for Fbar. That are 2600$ for a tax return and 8000$ for Fbar. ... I sat now about 1.5h with my new tax advisor and paid less than 500$ for my tax return. He will do Fbar for less than 1000! Tell me how you would call this? I call this a rip off!

Do you procrastinate? Do you REALLY procrastinate when it comes to taxes?…read more Do you hate dealing with all things financial? Maybe, or maybe not- but I certainly do. Steve had been my go to guy for a few years. He is PHENOMENAL! He has the patience of a saint, deals with my serious disorganization, and helps me find all of the tax breaks that I am entitled to. On top of that, he is quick, organized, and cheerful. I am beginning to want to get my crap together. It is well past time. He has done so well for me the past few years when I have been pretty disorganized, I cannot wait to actually get organized. This firm does more than taxes. I look forward to working with them so I can get my investments sorted out. I greatly thank them for working with me up to this point!

Thank God for Steve Franzen and his staff. I don't know my right from left…read morewhen it comes to taxes let alone when I'm suppose to file stuff for this or that. Steve and his staff stay on top of things for me, and keep me on the right track. Thanks Guys

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.