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 normally don't write reviews as much anymore but felt compelled to for this State Farm branch ran…read moreby Brian. This past weekend, my wife and I were looking at cars and it took much longer than expected. Upon finally agreeing upon the contract with the dealership, I noticed it was hours past Brians's office hours (on a Saturday). Feeling dejected we couldn't walk out with the car, I emailed him with the expectation of him responding on the following Monday. Within 30 minutes, he got me setup with a new car policy, a rate, and I was able to walk out with the car. A little about my background: I moved to Illinois back in 2010 after accepting a job offer. I came upon Brian after reading good reviews about him. Fast forward to 2020, he's been my agent through my first car purchase, my engagement ring coverage, my dog insurance, my first home purchase, and now my wife's car purchase. You can say he's been at my every major life milestone. A good insurance agent is there for you when you need them the most. He consistently responds in a timely manner and takes time to explain things through if there are any questions. Brian's done fantastic through the past decade. I actually don't live in the Northwest suburbs anymore but continue to use him due to my trust and confidence in his business.

After a subpar experience with another agent, I found Brian Welch online. His office was…read moreconveniently located and he had good reviews so I thought I'd give him a shot - I mean, no one could be as bad as my last agent!! Seriously! I've been with Brian for roughly 3 years now and it's been bliss! Brian is always helpful, makes himself available, offers insight and most importantly, has his clients' best interests in mind. I always call him and only give him my first name and I'm always amazed he knows who I am! He's always positive, extremely helpful and really ready to help with anything I need. And can also attest that he's gone out of his way to offer advice when I've needed it. I highly recommend Brian as an agent - you will NOT be disappointed.

I have worked with Chicago Accounting Consultants for over 3 years and am still amazed at how…read moreSMART, PRECISE, and HUMBLE the team is. I have been a client for personal and business tax returns and have saved way more on my returns than I have paid them! The father and son duo are like craftsmen that have dedicated their lives to create a special wine or food, except its accounting expertise and customer service. They are very prompt with communication and can explain complex Sarbane-Oxley stuff as if came from Dr. Seuss. I give my highest recommendation for their service!

I am updating my review. Danny did follow up to correct issues mainly due to Healthcare.gov. He was…read moreresponsive and clear in his explanations. ...he didn't know basic 1099 Form write-offs, critical to an Outside Sales Rep. Then I had to update my 2016 return for which I was charged another $100 on top of the $300 I already paid.Their fees increased 75% for 2017. I have A LOT of write-offs, and for the money, I want to feel like my tax preparer really went to great lengths to make sure I received all of my legitimate deductions.

Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

Vivek and company have been amazing through a complicated tax year. They've been kind, responsive,…read moreand affordable. We will come back next year and for all tax related issues! Thanks for putting our mind at ease!!!

We got a last minute appt with Shankar and he did an amazing job o our taxes! We were stressing…read moreabout it and from the moment I called to make the appt to actually meeting him; putting us at ease is an understatement! Shankar is truly an outstanding professional that looks out for his clients best interest! Highly recommend him!

I recently met with my financial advisor Andrew for our yearly planning and review. After a brief…read morereview of our accounts and returns, we revisited the long term forecasts and goals we have for retirement. For the first time, I began to see a pathway to reach our goals and spending requirements for retirement. His approach allows you to gain momentum each year you invest. If you need to improve your retirement forecast, Andrew will give you his time, his attention and his perspective to allow you to reach your goals.

My wife and I are clients of Andrew and Edward Jones. I would I highly recommend Andrew to those…read morelooking to take retirement planning head on. Andrew will often times come to our house for annual reviews and planning meetings. He helps us get down and really take a look at the life style we want in our older years. He is thorough and explains things until you are comfortable and understand. It wasn't until I started working with Andrew that financial planning wasn't confusing and frustrating. I worked with another "financial advisor" who recommended some poor strategies that Andrew quickly identified was not a good fit for us. Andrew went through a process to identify what is best for our goals. Highly recommend! Could look else where but don't know why you would.

GUIDANCE & KNOWLEDGE-- COMPREHENSIVE FINANCE SERVICES In the…read moreearly 1990s Tony and I worked at the same company. I appreciated his honesty and integrity then and still do now. When I learned Tony had launched his firm I sought his expertise to prepare my income tax returns. He also helped me set up my initial ROTH IRA. A few years ago I had the opportunity to invest my entire 401K with an established firm and consult with an advisor that could provide me with guidance and knowledge to ensure I would reach my retirement goals and continue my financial stability. Tony met with me and we walked thru a few financial scenarios, ultimately selecting the one that meets my current needs. I like that Tony listens to my concerns and values my opinion. He offers comprehensive financial advice. I have confidence in Tony and his continuing to assist me with my investments and earning goals. Note, I live in Chicago and APC is in the burbs- I easily communicate with Tony & his team via email and phone.

WHOA! Talk about great service! I just got my tax return and surprise. APC found more deductions…read morethan I ever knew about. Being self-employed, the new health care forms were very confusing to me. APC shared a few good tools so that I could learn about how to deal with the ACA rules and guidelines. Even though I am not at a point in my life that I have money to put aside in a big investment plan, APC provided me with the information I need so I can understand how to start. Monthly newsletters have been really interesting and always teach me something that I don't know about money. Their whole team from the receptionist to the owner really cares about my success. The environment is friendly and professional. I highly recommend APC for tax advice or financial planning. They are the best!

Thanks for all the help on my taxes. One appointment and my taxes are sorted. Appreciate itread more

This is not a good H & R Block office to go to, I still do not have my refund and it's mid-August!…read moreI told them I wasn't sure if I got my second stimulus I needed to check and I was told not to worry about it. I thought they had a way of checking instead they just said I did not receive it so then they could say they saved another person $600 and take the credit and charge me for the form. When I went back and ask them for help they said I could just write the IRS a letter. Basically they did not care that I did not get my refund nor did they care to help me. Other H & R offices have been wonderful and would have never just looked out for themselves, this office only cares about themself, the customer does not matter.