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.

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!

Amazing response to our request for availability and pricing, excellent communications, super…read morefriendly! While I hope I never need their services again, I would not hesitate to call them again or refer other friends/family to them. Thanks!

Had them notarize some financial documents after realizing the normal places like UPS / Check…read moreCashing couldn't do. Timely, professional, trusthworthy. Will be back. They even helped us out on a Sunday on short notice. Highly recommend and although it's a residential location they were much more professional and experienced than nearly all the other times I've needed something notarized.

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.

I have a new opinion of health insurance agents because of Scott Tucker, with InSphere Insurance…read moreSolutions. I am not impressed by most agents, which is why Scott really stands out. Here's why: -Scott comes to your home or favorite coffee shop, at your convenience. Others do this too, but Scott will be there before you arrive, prepared to make it an efficient meeting. -He works with underwriting to know if you will be approved BEFORE you spend time on an application. - Scott layers policies to cover the exposure of a large deductible, and will share information on how to get prescriptions for less than what you are paying now. His knowledge saves you cold hard cash. - If you call him, you will get a response within the day. His work ethic is amazing. -Scott works at warp speed for you. You will receive text messages from him which keep you posted as your application or claim goes through the system. We all sleep better having insurance to protect us. Scott Tucker will make sure your insurance dollar goes further than anyone I have ever met!

The customer service I received from Rose Retirement Services is top notch! They are an…read moreindependent financial / insurance company so they will search from the best of the best to meet your needs whether you need a conservative risk investment or health insurance. As far as the health insurance, they offer everything from Blue Cross Blue Shield to Humana to United Healthcare. Rose Retirement Services was available to answer all of my questions (and there were many) and made me feel very comfortable and safe with my choices! They offer financial/retirement planning with a free consultation at no cost and no obligation. I highly recommend this company for your financial and insurance needs!

Rose Retirement Services did an outstanding job with my financial and insurance needs. I was in…read moreneed of a complete financial plan as my plan to retire was around the corner. Not only were my assets reallocated more diversely and risk appropriate, but I was also able to get my health insurance needs met. I really appreciate all the effort the RRS team took and the timely fashion everything was completed. I have great confidence in RRS and highly recommend them for your financial and insurance needs.

Wintrust is by far the best bank ever. No atm fees. They print new debit cards and no overdrafts…read more They call me before I even know I have a problem w my account or a question....so they are on top of thei

I've been with village bank and trust (wintrust) since 16, now 34, and they have returned every ATM…read morecharge even in Mexico!!!! I got $445 back in ATM refunds. Why would anybody go to any other bank?

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 have been happy with the service and results of working with Barry Leslie for almost 10 years…read more Sensible and knowledgeable.

From the owner: Leslie Global Wealth presents clients with talented and dedicated professionals, providing a wide…read morerange of financial advisory services. We are proud to provide you with excellent service and expertise to enable you to work towards your goals so you can pursue your dreams. We specialize in the coordination of investment, tax, estate, and insurance planning.

My wife and I sat with Tim and got some great help and options for our future plans. He patiently…read morelistened and added some ideas to the conversation. Didn't charge us a dime. We were elated and appreciative of his time and will come back when we are prepared to move forward. I really recommend to listen to some of the ideas that were given to us and we think they will be helpful. We met Tim and Sean at a local seminar and was very happy we took him up on his free consultation offer. Really worth the time to sit and learn! Thanks again Mana David L

From the owner: Looking for help with Social Security planning or your 401K? Mana Financial offers a friendly, no…read morepressure way of doing business. We help simplify things, so you understand your options clearly. This allows you to make informed decisions that are best for your personal situation. Check out one of Tim's webinars if you have questions about your financial future.

FOUR MISTAKES AND ZERO APOLOGIES…read more I had to set up a new retirement account to put a $2,800 refund from my pension, so the secretary at PB Wealth Management set up a new American Funds account. A month after this, my wife and I received a notice in the mail from American Funds saying that an address change to all of our accounts had been made. The letter said to contact them if we did not authorize this change. It turned out to be my wife's old work address from eight years ago. When I spoke with American Funds, they said that the address had changed for all of our accounts when PB Wealth created the new retirement account. When I spoke with PB Wealth, the assistant said my wife's address had populated up because of a new system. People make mistakes, so we moved on. A few weeks later, the pension fund mailed me a notice stating that the check had been issued to American Funds. After a month had passed, PB Wealth informed me that the money was never put into the account. Unfortunately, the check bounced back to the pension administrator because of an incorrect American Funds address that was put on the form by PB Wealth. A representative at the pension administrator's office also informed me that there should have been a signature from PB Wealth on the form as well. She was surprised that the check had been issued without a signature. Since the check went out the first time, she is hoping that there will be no issues again with the new check being sent to the correct American Funds address. If the Pension Funds Accounts Payable catches the missing signature when they go to reissue the check, the representative said that new forms will need to be mailed out and completed again, but we won't know for a another week or so. I ended up spending 40 minutes or so on a Friday dealing with this issue when I had other pressing work that needed to get done. A few days later, we receive a letter from another brokerage account managed by PB that read, "We are enclosing mail that has been previously returned to us". The incorrect address turned out to once again be to my wife's former employer where she hasn't worked in a number of years. At this point, I sent an email (some of it copied in this review) to the secretary and financial adviser that listed the problems we had been having. The financial adviser told me that he didn't like the tone of my email and that it was accusatory. No, Ron, it was factual. He insisted that I should have been the one to apologize to the assistant. When he told me that I needed to find a new financial adviser, I told him, "That's not a problem." We don't want keep our money with his office with so many mistakes being made. Also troubling was when we invested some money a few years ago for our accounts and our children's accounts. Typically, any monies invested with American Funds went into Class C shares, but this time PB Wealth invested in Class A shares, which took money off the top of our investment. When I asked about this, he said, "That's how we get paid." The Class C shares have outperformed the Class A shares. In fairness, I will say that overall we have been put in investments that have made money, so no complaints there. In the future, we will be using a financial adviser that charges an upfront fee from the Garrett Planning Network, which means they aren't tied to any company.