John has been a long time professional when it comes to helping me understand the financial…read moreinvestment world. He has and continues to look out for my retirement future.

John Buckingham is a great financial advisor…read more He takes his time helping folks, and he never worries about how he comes out on it. He will help people, just to help them. I highly recommend John Buckingham!

There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

Chris Masek is the best financial advisor. I wouldn't trust my money to anyone else. He is…read moreorganized, follows through, fully explains things, doesn't push you to buy or sell any product and is 100% trustworthy. He looks out for your best interest and cares about your position in life.

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.

I've done my own taxes for years and thought I would try to have them prepared this year, as I…read morewanted to validate the work I've been doing. Well, I now understand the value of putting your trust into a true tax professional. Their knowledge of current tax law and overall experience made my scheduled appointment very worthwhile. I was presented with ideas and examples of ways to minimize my exposure and maximize my returns while helping to make better use of my current retirement plans. My return was almost double that of which I was accustomed due to some missing deductions that I had never realized I was missing out on. I felt that I learned some things today that will help better my families overall financial situation, and for that I am grateful. Thank you, Mat Demaj, I will most definitely be back next year!

Have had our taxes done here the past two years and now this year. There have been some staff…read morerearrangements and a name change. Our taxes seem to be taking much longer this year to get prepared. Still very friendly and easy to get a hold of at times.

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.

Have been working with Mike for 10 years The very definition…read moreof professional. Would never consider anyone else to handle our business/taxes

A few years ago, my family's regular Tax Guy retired without notice and (also without notice)…read morepassed us along to an associate of his. Unfortunately, our experience with him was frustrating. As such, I was looking for a new Tax Guy. Michael Ludwig graciously took my mom and I on as new clients. He was extremely easy to work with, personable, and accommodated us for appointments that were convenient to our very limited schedule. Further, when I told him I was going to purchase a home soon and needed the tax documents for my pre-approval, he generated my taxes within a week. That was so appreciated! He filed them electronically that day. So, not only could I begin my home search, but I received my federal refund in under 10 days. Win-win. I appreciate Michael's willingness to take my mom and I on as new clients and for his timeliness and diligence! I'm happy to have a new Tax Guy - one who is easy to work with!

They were very nice for the most part but on two separate occasions I emailed in a simple question…read moreand 1) they took a long time to reply, 2) they said they'd get back to me shortly (on one occasion they said they'd get back to me the next day) and then 3) they completely ignored me. Avoid this place.

Called to get some info and the gatekeeper was more focused on getting my info instead of answering…read moremy question over the phone. Asking what area I was in. I've been calling firms and asking and never had anyone ask me that

Jennifer Sanchez is the perfect mix of caring adviser and clear eyed business person. The…read morefinancial course she has been charting for us over the last 3+ is steady, rational, successful, and truly personalized. She obviously loves what she does. It's also important to note that she takes ethics very seriously; she makes sure we never feel uncomfortable or confused about anything. Highly recommended. If you need an outstanding financial adviser, hurry up and call Jennifer, because one of these days she will be too busy to take new clients. We found her on the internet, by doing a search of fee-based financial advisers, and chose to contact her just because of her location. We lucked out!