Mark and Lisa have provided sound financial advice to our whole family. They are competent,…read morecompassionate and responsive. great job!

I've thought long and hard on this recommendation for Lenity Financial. How do you convey the truth…read morewhen you are talking about people's money? Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well. I am always impressed about their depth of knowledge in the financial arena, they are extremely qualified to guide your investments. But even beyond that, it's so comforting to find someone that I trust implicitly to manage my investments. It's refreshing to find them in a world that has become so cynical. Lisa and Mark picked a great name in "Lenity" Financial, but what the word means to me is "Peace of Mind"! I hope that you too will find your "Lenity" with them. If you would like to talk, contact Lisa and Mark and they can give you my contact info. David

Was thinking about switching to Schwab. They had me meet with Brian Richter. For what it's worth I…read morehave a little over 1 million in net worth. That may not be that much by Geneva standards, I don't know. But Brian is not the guy they should have meeting potential clients. Not a great personality and doesn't seem to be that knowledgeable. Left not feeling very good about things. I am going to go with Edward Jones.

My family has been working with Charles Schwab for many years with three generations of family…read moreinvestors. We were so happy to have Scott Cullitan open the Geneva, Illinois office. The team at Schwab is outstanding. I use the Schwab website almost daily to learn and observe market. The on line telephone service is excellent for help with quick questions. Our recent encounter with Scott was most exciting when he introduced us to a new partnership with Cerity Partners. Finally in one place I have guidance from Charles Schwab and now can finally get complete information on many other areas of wealth planning, and more so financial and TAX and retirement planning. Thank you.

I work in the estate planning field and have met several financial advisors over the years. I trust…read moreBrad with my personal needs because he takes the time to really explain my options without pushing me into products I don't need. My financial situation is a bit unique, so normal calculators don't always work for me. Brad is able to look at the bigger picture and tailor a plan specific to my situation. I highly recommend this office.

From the owner: As a Wealth Manager, I thrive on stewardship – which to me means doing everything we can to help…read moreensure our clients remain better off than when we first met. I'd love to look back on my career and still see many of the same family names as when I first started – knowing their families multi-generational trust had stood the test of time. This will have certainly made my career worth it. While at Edward Jones, I have earned the AAMS™ and CRPC™ professional designations. I strive to thoughtfully serve individuals, business owners, multi-generational families and inheritors. The successful relationships we enjoy with our clients are built on a foundation of deep understanding. Your investment portfolio should be as unique as your personal goals, passions and purpose. During our interactions, we'll regularly revisit many of the same questions, such as, "What are the unexpected things we should prepare for and why?" By posing questions like this, we help clients create a holistic financial strategy that supports their financial goals, prepares them for the unexpected and helps build a legacy for future generations. Are we the right fit for you? We have a process called a discovery meeting where we go through a list of well-prescribed questions to get an understanding about what's most important to you. We might identify some gaps in your situation and invite you to be a part of our family of clients; however, we do limit our practice to a small number of families.

Our family has been going to this bank for over 20 years. We recently had to convert some accounts…read moreand Kyle Moline and Linda Indelicato went above and beyond in being professional and helpful. I will continue being a customer especially since this is in my beautiful hometown.

I have done business with State Bank of Geneva for over 30 years and they are great! Best part is…read moretheir customer service which I use every year. Worst part was the fire they had several years ago but they are now better than ever!

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 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!

We've been in the construction business 47 years this September and when our long time CPA was set…read moreto retire, we had no idea where to look. After several great recommendations for Intrinsic DM2 in Geneva, Illinois, we set up an interview. Its been just over three years and I am glad to say, it was the best move we ever made. Yvette and her Team made the transfer over so smooth! Gone are the days when you would drop off a laundry basket to your Accountant and hoped for the best. Intrinsic has a safe site to scan and send personal and business information seamlessly. Prompt, personal, yet professional, Intrinsic DM2 is the best for personal, business and corporation accounting matters. They are are very well equipped to handle starting corporations or just making sure your current company is in compliance. From answering the tough questions, forecasting tax liabilities, making sure your bank statements match and filing employment forms; they do it all. Intrinsic DM2 is like having an expert looking over you at all times. If you have a terrible system for daily accounting and tax prep, its time to step into the future and call them at at (630) 200-7575 or visit www.intrinsicdm2.com

Yvette and her team are STELLAR. I've been in business for 22 years, just started working with them…read moreabout 3 months ago. I cannot say ENOUGH about this business: honest, hard working, kind, patient. ALL of that. Do yourself a favor: hire them.