They're...okay. Honestly, I've been with them several years and they used to be better. The…read morecustomer service the past two years has been non-existent, and the manager was downright rude to me when I asked simple questions about a rate hike. Good driver? Long-time (decade-plus) customer? Doesn't seem to matter any more. I understand rate hikes happen. I can accept that. But I refuse to accept dismissive and rude customer service.

Excellent experience working with Konen, especially Victoria. Very responsive and helpful, and best…read moreof all they found me much better rates on both my auto and home insurance. highly recommended!

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.

This guy is the Worst Financial advisor Ever! Told me not to Invest because of my anxiety (which is…read moremy Legal disability) - even though when I first started with Ed Jones I lost nearly 8% in 2018. He does not look at the overall picture. Gives you 2 weeks to leave and blocks you off of internet access if YOU Disagree with him. What an EGO - a Big FatHEAD!

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

Jennifer Sanchez is the perfect mix of caring adviser and clear eyed business person. The…read morefinancial course she has been charting for us over the last 3+ is steady, rational, successful, and truly personalized. She obviously loves what she does. It's also important to note that she takes ethics very seriously; she makes sure we never feel uncomfortable or confused about anything. Highly recommended. If you need an outstanding financial adviser, hurry up and call Jennifer, because one of these days she will be too busy to take new clients. We found her on the internet, by doing a search of fee-based financial advisers, and chose to contact her just because of her location. We lucked out!

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.

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 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!

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.