phenomenal service phenomenal people who work there!!!!!!!…read morethanks schwab in naperville!!!!!

Love this particular location of Charles Schwab! Everyone here is super friendly and great to work…read morewith. Whenever I have any investment questions or just need to check on my accounts, they are all eager to help and chip in how they can. Super personable as well - they remember you which makes their customer service great. They have a lovely seating area and offer coffee/tea while you wait if you have scheduled an appointment. They also can walk you through the online portal if you work with them as well.

Changed to Ameripise, ever since the pandemic when most all made money, now seems to have lost its…read moreway. Making money on your investments seems to be moot now.

I've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be…read morehappier. When I began looking for someone to help me with investments and other financial services, I had a (long) but relatively basic list of criteria: Is this person: - Smart? (knowledgeable about the services they're offering, including a basic understanding of simple tax laws/implications from investment decisions) - Trustworthy? - Communicative? - Likable? - Humble? - Passionate about gaining financial freedom? - Equally as determined to help me accomplish (and exceed) my financial goals? - Dedicated to their business/their firm? Sean embodies all of these qualities, and that hasn't changed since the day I switched to him from my previous Financial Advisor. Outside of the incredible gains my money has made, I genuinely LIKE Sean. He's warm and personable and although very busy, never too busy to make time for any client who needs it. He learns what the right level of communication is for each of his clients and follows their lead in a truly exceptional way. Lastly, since switching to Sean, I've moved to California and could easily pick a new Financial Advisor. But unless something completely crazy happens, I won't. In fact, not only have I've kept my money with him, but I've increased my contributions due to the level of satisfaction I've experienced with him and his office staff. If you're considering working with a Financial Advisor but aren't sure where to start, or you have questions about how it could benefit you or your family, I would HIGHLY recommend Sean.

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.

Mark Yackey took over our accounts when our financial advisor retired... in 2008. He guided us…read moreremarkably well through that difficult time. Following Mark's recommendations we have done quite well since. Our retirement prospects look very good. Mark knows our goals, listens to our concerns and is a very nice guy to boot. Solid advise and strong performance!!!!

Alan has been doing my taxes for several years ago, since he was referred by my previous accountant…read morewho retired. He's always quick and efficient with his work. With his extensive knowledge of finances and tax law, he informed me of new investment opportunities, which helped me save for retirement and got me money back on my taxes!

From the owner: Nastali Financial Services, Ltd. offers full-service accounting, income tax planning, tax…read morepreparation, and business consulting services. We customize our services to meet each client's needs all while providing an outstanding level of customer service. Whatever your tax and accounting needs are, you can rely on the team at Nastali Financial Services to help you reach your goals.