We have just begun our relationship with Shankland Financial through the Fed Impact series of…read moreretirement seminars. Our representative is Alden Burnett. I appreciate his authenticity and obvious intelligence. He works with facts and doesn't make promises about the outcomes. I had been exceptionally nervous about the idea of financial services, I am in my mid 50s and just never trusted the industry. They always came across as slick. I had no direct experience and always thought they were for rich people who could take $500 K and risk it on "chinchilla futures" . I look forward to having Alden as a sounding board and a trained expert to help guide us on future decisions in investments and retirement planning.

From the owner: Financial Services and Federal Benefits Expertsread more

I've used Tim Obrien for several years as my corporate accountant. I found him to be very…read moreprofessional. He found some deductions for my business that my previous accountant never mentioned, saving me quite a nice sum of money in taxes. I would highly recommend him.

I researched and reviewed several accountant firms using personal referrals and even ELP from Dave…read moreRamsey. Tim and is associate Kevin both offered to meet with me in the fall 2017 prior to tax season. I was scheduled to meet with Tim but he was sick the day of my appointment so instead I met with Kevin. Kevin took time to review my previous two tax returns and gave me suggestions. He even made a suggestion for filing that garnered $900 in my pocket that same month without charging me a penny! That next spring Tim filed our taxes. They offered to meet with me in person again before filing, meet after the preparation was completed, and be available for questions in between. He knows Joliet area and his kids even went to the same school as mine but 10 years earlier. He called me the day he was going to submit my taxes. We are again having Tim file our taxes this year. After 25 years of filing my own taxes its nice to have them in the hands of a trusted professional.

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.

I had a consultation with Curt recently in regards to developing an approach to a specific debt…read moresituation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.

After 35 years of a demanding career with a Fortune 100 company, I really wanted to focus on my…read morefamily in retirement. To make sure everything was on point, I hired F5 Financial to manage our Financials. I wasn't interested in hiring an advisor that only wanted to squeeze out an extra dime where possible. I wanted an advisor like Curt, who looked at things comprehensively. I like F5's holistic approach to financial planning - it's structured and disciplined, but it's tailored around our goals (like purchasing a vacation home soon). Because it's well-structured, nothing gets overlooked, and Curt holds me accountable to make sure there is follow-through. He brings a high level of integrity and responsiveness to his work, which I appreciate. I'm very happy with our financial situation and the peace of mind I get from working with F5.

They make the process smooth and easy. Switched from doing taxes online myself a few years ago and…read moredon't regret it. It's great to have someone to answer questions when needed.

My friend, Sue, recommended Brian when we retired as we needed a CPA to help with taxes and IRA…read morewithdrawals. Been going back every year. Brian explains things so you understand them, does a great job and coordinates with our financial advisor when we need to. Highly recommend him.

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.