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.

Having a fiduciary you can can have total trust and faith in is daunting! It took my wife and I…read moreseveral years to locate a professional that we felt comfortable with. After attending one of SIS' seminars we setup a meeting and had a wonderful discussion with their professional team. SIS laid out several investment strategies that eventually led to the creation of a portfolio we felt comfortable with. Now, my wife and I can enjoy our retirement without having to be concerned about the health of our nest egg. Let SIS help you sleep worry free! Mike and Beverly

From the owner: SIS Financial Group is dedicated to helping pre-retirees and retirees with the implementation of…read morecomprehensive financial planning strategies to preserve and create wealth during uncertain and volatile times. Located in Hoffman Estates, IL, SIS Financial Group provides the following services: Retirement Strategies, Life Insurance, and Long-Term Care.

Had an awesome experience with Clearpath! Eva G. is the greatest! I had many hoops to jump through…read moreall on my end because of my financial and personal history and she got me through all of it successfully with flying colors! Thank you Eva!!!!​​

From the owner: ClearPath Financial LLC : One Firm. Many Solutions Wealth…read more Tax. Mortgage. Insurance Wealth Services: Financial Coaching, Retirement, College, & Estate Planning. Insurance Services: Auto, Home, Business, Life, Health, Group Health Insurance, Medicare/Medicare Supplement, Life Insurance, & Long Term Care Mortgage - Purchase, Refinance, & Loan Consolidation Tax & Accounting - Personal & Business We serve South Barrington, all of Illinois, and many other states

I have done both my personal and business banking with Cornerstone for many years and have always…read morefound their service to be top notch. In that time, I have worked with almost all the tellers, bankers, and officers and my experience has been 100% excellent. If you are tired of the "corporate" banks, I would highly recommend Cornerstone.

Great staff, very accommodating! My wife and I moved out of state and will continue to use…read moreCornerstone

Been with PFSG for over 30yrs, nobody better out there. Personal, business, & investments…read more Highly recommend! Curt Schumacker

The company I work for was trying to get help straightening out our QuickBooks and after months of…read moreputting my work on hold all she managed to do was erase the data. No work was done. I was in such bad shape after she got her hands on our QuickBooks. She admitted she hadn't done any work and the only replaced less than half the money we gave her as a deposit. Very Rude Person. I have all our texts to prove it. Don't go here!!!!! By the way, Betsy also works out of the Rockford office.

Great guy! Always has your best interests in mind. Very knowledgeable and trustworthy. Would…read morerecommend him to everyone.

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!

Sean was very friendly and experienced. My wife and I showed up early for the Social Security and…read moreretirement seminar. It was a full house and all of Shawn's staff were very kind and helpful. We later met with Sean at his office and we are seriously considering signing on with him as our financial retirement advisor.

My husband and I have trusted our nest egg to Sean over the past five years; he has be helped our…read moreassets grow. With Sean's guidance and depth of knowledge, we both have been able to retire early, have been able to relocate to our retirement home, and we know that our wealth is as protected as it can be. All investments are subject to the uncertainty of the market . . . the impact on our finances has been minimized thanks to Sean. As a fiduciary, Sean has helped us with retirement, social security, and Medicare. If you are young person, don't think you have to wait to seek guidance - the more you do now, the better outcome you will realize. Trust your future with Sean; you won't be sorry.

We consider ourselves fortunate to have found this wonderful group of people who submit our…read morepersonal income taxes each and every year!! It is always a pleasure to walk into their offices in Barrington, IL; from reception (Marie is fabulous!!) to whomever is available at the time (we've had both Linda Chance and David Robbins). We don't believe that we could find more ethical, knowledgeable,professional or accurate CPAs anywhere else!! If it were possible, we would give this group many, many more stars than 5!! Carole & Roger Morrison Chicago, IL

From the owner: Full service tax and accounting firm specializing in small to mid sized businesses and their…read moreowners. We do individuals as well. We do accounting, taxes, payroll etc. all for a flat monthly price. No surprises and great service.

Two words.... The Best! simply the best around! A&A insurance and specially Art the owner, will go…read moreabove and beyond for you! Like I said "The Best!"

Art has been my financial planner for many years. He makes sure that where the money is invested…read morethat it's going to make u feel safe. Whenever I have a question on retirement he let's me know all the things that i need to know. If you need a financial person AA insurance is there for you.