FINAL UPDATE: Billie Jean L. was incredible! I highly applaud her customer service and ownership of…read morethe issues. She did reach out and ensured she understood every issue I was facing while apologizing for my experience. She was very genuine and made sure that throughout the rest of the process I was informed and knew what to expect, both from a communication and process standpoint. This is what customer service should look like. Had I experienced service like this from the start, I would have stayed with Inspira. But at least for now, I finally received my check and the fees were removed due to the mountain of problems I faced. I hope her management understands how great she is in turning around such an awful situation. I have raised the review to 3 stars solely based on Billie Jean's performance! I have spent weeks jumping through hoops trying to get an account an old employer gave to Inspira rolled over to John Hancock. It is a joke! I am CONVINCED this is a scam designed to hold your money as long as possible and charge you every fee possible while they stonewall you from your money. I have no idea why they ask you to confirm your phone number every time you talk to someone as when they INEVITABLY disconnect your call after being on hold for 15 minutes, they don't call back! I did however have one CSR who stayed on the call until I was finished filling out a required form after the online version failed multiple times. UPDATE: I did receive a phone call back the 3rd time I spoke to someone when I was disconnected - SHOCKED! They said I chose the incorrect account type on their form even though I could not deselect it while filling it out with their agent. Either way, we'll see if they actually transfer the money this time.

Do NOT hand over your hard-earned money to this company - you'll DEEPLY regret it…read more My father, who's a SENIOR CITIZEN, called to create an online account to review his recent account activity. He also needed to file a form with Inspira before he could file his taxes. Simple right? WRONG. You can only create an account if you have your CARD number. He doesn't have this info, so he called for assistance creating an online account. He provided his full name, address, the last 4 digits of his SSN, DOB, his employer's name, and the date and amount of the last contribution, but that wasn't good enough! They need a CARD number even though he provided PLENTY of other info to verify his identity. Mind you, it's HIS money, he doesn't have his card, and he needs to file his taxes by the tax deadline. The customer service rep said it would take 15 business days for a new card to arrive, denied him escalation to a supervisor, and asked "additional verification" questions that even the most HIPAA and FTI-compliant entities don't ask. What more do you need? Finger prints? A blood sample? The customer rep also told him he didn't need to see his account activity because he didn't need it to file his taxes. She clearly didn't know his individual tax situation, but she was very much wrong. Inspira Financial: You all should be ashamed of yourselves for scamming hardworking people of their hard-earned money, and creating phony, arbitrary, and burdensome verification processes that prevent people from accessing their own money and info. My father has filed a complaint with the Better Business Bureau. We'll also be filing a complaint with the Illinois Attorney General.

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.

RR Financial provides outstanding service from start to finish. They are professional, responsive,…read moreand incredibly knowledgeable about individual tax filings. Every question I had was answered clearly and promptly, and they take the time to explain deductions, credits, and filing options in a way that was easy to understand. What stands out is their attention to detail and commitment to accuracy. They carefully reviewed all documentation, ensured compliance with current tax laws, and made the entire process seamless and stress-free. I felt confident that my return was prepared thoroughly and submitted correctly. We have used their services for both business and individual accounting. Their efficiency, integrity, and client-centered approach truly set them apart. I highly recommend this team to anyone seeking reliable, expert assistance with completing annual tax returns.

The first year I had Roger do my taxes, the experience was incredible. I came out owing a lot less…read morethan I thought I would. Everyone in the office was extremely nice. Roger took his time to sit down and explain everything to me in detail. The second year, however, was not the same. I sent in my paperwork for my taxes. I had to keep calling to see when it was ready. It took quite awhile. While I know it was a very busy time, keeping me informed would have been helpful. I was finally told they were ready to sign and pickup so I set up an appointment. When I went in, they said I just needed to sign and then pay them their money. I wanted to speak to Roger but they asked me what it was about and when I told them, they said that would be a financial matter and I would need another appointment and to pay for that. What!!! I'm in there about my taxes and have questions regarding it and future taxes but I can't see Roger about that without incurring additional fees? It was very upsetting to be treated like that as a client. I won't be going back there. He charged almost $200 to do a simple return when I could have went to AARP's tax sites and gotten it done for free. It wasn't that complicated. I wont be back again to RR Financial and I do not recommend them.

Coming into this branch is like visiting family. They care about you and your financial well being…read more Kevin and his team have helped me with administrative tasks in time crunches and advised me of sound financial strategies. Couldn't be more satisfied with the services I received from them. Thanks PNC at DG!

I would like to give special recognition to Nida Khan. She helped me with a technical difficulty…read morethat I was experiencing with doing a transaction while using my PNC iPhone App. It was not an easy fix, but Nida persevered in solving the problem. Thank you Nida and PNC Bank.

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!

I have had a life insurance policy for 30 years and wanted to increased the value. You would think…read morean agent would want to give me a quote but no. I tried on numerous occasions to talk to my agent, Sean Warner and left many messages. He finally left me a message on Friday at 1:45 he said he is heading out of the office. I called back at 2:15 and left a message to please call me on Monday. Its now almost 5:00 and still no call. I wanted to raise the policy coverage before the next birthday which is on Friday. To change agents takes up to 4 days. I guess I will buy my insurance elsewhere and change agents. Don't waste you time with this agent. He will find you a waste of time when you really need him.

I'm so grateful I found them. Very knowledgeable, professional and easy to talk to. Vimal helped me…read morewith my taxes for 18 and 19 and was kind enough to check my taxes from 2 prior years. He explained how calculations work so that I had a better understanding of how taxes work in general. He was able to catch mistakes made by my employer and explain the liability. Great experience! They now have a lifelong customer. They're a great Tax firm and I highly recommend them.

Each and every year my husband and I have a very difficult time filing for our tax returns. What…read morewith travel, relocation, reciprocal state agreements, court orders, and (now) insurance requirements that we must work around, we have a hellish time. We just moved to the area from Louisville Metro, and we called around to five or six different tax firms. We were lucky if they told us up front that they had no training to handle our situation, and that happened a lot. On one unfortunate incident, we had an appointment and after an hour and a half the young woman sitting on the other end of the desk claimed that we owed the federal government $11,000.00. We knew it was impossible and insisted that she correct it. We were given a response of "I'll have my manager call you back." Three weeks later and we've yet to receive an answer from them. Thank heavens my husband called VT! During the initial phone conversation, the accountant quoted verbatim the law regarding our special circumstances. They are booked far in advance (I can see why), but the wait is worth it. After a bit of conversation, it did not take long to realize that there was a wealth of talent in that office. They also provide financial planning, deal with Roths, and business plans.

Great agent, great service, great coverage. We couldn't be happier with the service we get from…read moreBrad. Knowledgeable and courteous!

I was with State Farm for over 20 years. When my agent retired and sold his business, I went…read morelooking and was glad to have found Brad. He was able to save us a lot on home owner's and auto insurance as well as suggest changes to our policies. When my kid was in an minor accident, he called Brad and got the straight scoop, straight away. Brad's the guy you want to work with because he will work for you.

Very professional and personalizes a plan that you are comfortable with. Find them very…read moreaccommodating and easy go work with

The staff at Pulse Financial in Lisle really know their industry. They are generous with their time…read moreand information. On top of that, they are very kind people. If you do business with Pulse Financial, I feel you are in very good hands.