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!

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.

0 stars. Connie Walsh billed me for $3550 in financial analyses relating to my divorce case that…read moreare completely invalid and unuseable per my attorney. She is taking advantage of women who do not know the legal process and running up large bills for unneeded services. She did not advise me before running any of these reports what the cost would be (also neglected to tell me that it was entirely premature to be running such analyses). DO NOT GIVE THIS WOMAN YOUR MONEY!! I regret giving her TWO retainers before asking for an invoice. She is preying on divorcing women! Beware!!!

0 stars. Same thing happened to me 5 yrs ago as reviewer Melissa B expressed on 2/8/18. She charged…read moreme $200/hr for data entry - twice! For our first meeting, she asked me to bring an idea of my assets, income & expenses. We discussed the process for producing a financial report and she collected her retainer. I said I would provide my actual figures at our next meeting. Without consulting me, she input the ballpark figures and charged me. When I gave her the actual figures, she again charged several hours to input the data again. This process required no financial know-how and should have taken an hour. I only knew she did this twice when I received a statement at the end of the month with deductions included for the unnecessary work. To make matters worse, her reports were inaccurate and late, resulting in my attorney and I having a 3-way conference call discussing the results on my way to mediation! She used appraisals that were over 10 yrs old for unrented office buildings that were owned by the other party and came up with a laughable value that only hurt my case. The final blow was that her contract said all billings were final and she wouldn't concede that data entry for a simple household and basic bank accounts shouldn't require 8 hrs to input, twice. Beware. It was sickening that she would take advantage of someone who is trying to figure out how to keep a roof over their head and provide for children while facing divorce.

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.

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!

coin machine broke, they didn't ask how many coins i have, then just told me i cant deposit coins…read moreat the counter. only had $6 worth of quarters, nickels and dimes, instead of directing us across town to another facility

Absolutely DO NOT bank here or have your elderly family members bank here. My elderly mom ( who…read morerecently had a stroke) was just treated terribly by their customer service line and then by Bob the assistant bank manager. She was just trying to do an address change and they first demanded that she shows up in person ( she's currently in a retirement home and unable to physically get into the bank) and they did this AFTER an hour of asking her questions on the phone and hanging up on here 2x! She provided them with all the information they needed yet they HUNG up on her and then said oh " the bank manager says you have to show up in person". I've heard that the customer service is crappy from this bank branch in downtown Wheaton but heck seriously? Now they're saying they will need her signature to change her address ( which is completely unorthodox) and will only snail mail it to her ( Bob refused to express mail it). Not only will my mom not be moving any funds to this establishment but we will make sure that others are informed of their lack of customer service.