Not good. Is looking out for himself first. He will try to place you in an annuity as fast as he…read morecan because he wants his high commission . Will not give you time to educate yourself or educate you . Annuity give the highest commission possible up front so he must work fast and he does . Most annuities are not a good choice. The insurance company is not going to let you win! He gets away with this too! Run for your life ! I worked way too long and hard for this to happen to my hard earned money .

My husband and I so grateful that we found Steve and his team at SGL! Steve has been so patient…read morewith us, meeting with us as many times as we need (it was often) to answer every question we have. He is an excellent communicator, explaining from his wealth of knowledge and decades of experience! With the recent downturn and volatility in the market, we are so thankful for their diversified income strategy. We sleep much better at night! Steve and his team are even helping us resolve a mistake made by my husband's employer on our IL taxes. All around, we know that we are in very capable hands. Thank you Steve!

Excellent staff, very knowledgable and dependable. Very patient to answer my questions and concerns.read more

Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial…read moreplanner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of interest in that his interest is earning the highest commissions regardless of whether the product he is selling the customer is best for them. We were "sold" complex annuities that were not at all in our best interest, costing us tens of thousands of dollars. Also be aware that there is a high fee (minimum 1.5%) for assets under management for relatively poor performance, high expense ration funds and no tax guidance. That fee was misrepresented to us as well. We were advised brokerage firms like Vanguard had a variety of "hidden fees" yet refused to detail what those "hidden fees" actually were. We were also "guaranteed" the fee for tax preparation would be $79 per year provided we were customers of the firm, yet that also was a misrepresentation. After it became apparent we were not "buying" the bs anymore, we never heard from them again. Don't let the "treating you like family" allow you to drop your guard and trust them because they are not at all trustworthy.

You must consider this business if you are looking for tax preparation assistance…read more Easy, knowledgeable, prompt, and professional is how this firm rolls. I reached out to Tim after a not so fab experience with another accountant after relocating to the area. Finding an accountant is seriously as difficult as finding a great hair stylist. Within minutes of talking on the phone, I felt he could deal with my Type A-may panic about taxes-personality. A win for me. Everything was organized and simple. I had all my documents scanned in, emailed them over, and we met in person because I just wanted to go through this face to face step. I did not have many questions, and Tim put me at ease immediately. My taxes were done and paid for quickly (it behooves you to have your s_i_t together....just saying). Absolutely seamless. I cannot recommend this firm enough!

I could not recommend Advisant any higher. The customer service and expertise they provided was…read moreabove and beyond. In previous years, we'd used two well known and highly rated accounting firms to manage finances and file taxes. Since working with Tom and the Advisant team, I can confidently say that these are the best accountants I've had the pleasure of working with. Our finances include contract work, freelance animation, entertainment fees, standard W2's, investments, and various other out-of-the-box income and expenses. Advisant sorts through it all and has done so professionally and patiently. I only wish I had found them sooner.

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.

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

In November of 2021, I contracted with this company to improve my credit score. I had a few…read morelagging things to deal with through business deals that went sour, and of course other overlooked items and some mismanagement on my part. In this span of time, I have seen an improvement in my score by 240 points ! This is all attributed to this company who taught me how to fight for my rights and get my credit back on track. Credit Firm battled every credit bureau and all the sub credit bureaus and also filed CFPB reports on my behalf. They worked hard to get these items to come off my report. Working with a credit repair company is a two-way street. You can't be a stranger in this process. Be involved. Learn about credit and how to manage it properly. This was totally worth the monthly cost and investment.

I just found out that I'm finally preapproved for a mortgage. I've been working really hard to get…read moreto this point and credit firm really helped me. The got my scores up to 640, which isn't that much for some of you but, considering I started in the 480s I hail this as an achievement, lol. Most important, my loan officer pulled my credit and told me that I was preapproved.

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!