Since Covid times, service has improved immensely. I can normally get a human to help me on the…read morephone within a minute. Website is quite useful as well.

I recently found myself unemployed at 64 and 1/2. Retirement fits me well! After 35 years at my…read moreemployer it was time to rollover my 401/k. Made the decision to stay with Fidelity but needed more options then my employer was offering. Fidelity had everything I needed and made it very easy. Oak Brook office was easy to get to from home, office was modern and clean. The people were very nice, no complaints.

I have been seeing Todd for many many years and his father before him. I have always been happy…read more Always felt valued as a client as have the people I have sent him over the years. I would HIGHLY recommend him.

Need to get your taxes done in the western suburbs? This is the place to go! Quick, efficient,…read moreand reasonable, they have been doing my personal taxes for almost 10 years. My situation hasn't been easy given complications brought by a divorce involving two children and property issues, but they are very knowledgeable and handle my situation with aplomb. The people in the office, which has only 3 or 4 tax preparers, are very personable and will remember you from one year to the next. Highly recommended.

Had an issue with a money order I had deposited into my brokerage account. While the issuing…read moreinstitution was continuously horrific to work with, the people at Schwab made every effort to provide a cure for the issue. This is my first review of anything, ever. That's how much their support meant. Thanks to Kevin, specifically. This event occured back in February 2010 ,and his professionalism has stuck with me. Really appreciate it!

Every experience I have at this branch has been positive. I have been a long-time customer at this…read morelocation and Sarah Lubas at the front always goes the extra mile to help and make my experience as easy as possible. She is helpful, personable, and always knows how to resolve every situation. I highly recommend this establishment because of the high quality of service from people like her.

Have been working with Mike for 10 years The very definition…read moreof professional. Would never consider anyone else to handle our business/taxes

A few years ago, my family's regular Tax Guy retired without notice and (also without notice)…read morepassed us along to an associate of his. Unfortunately, our experience with him was frustrating. As such, I was looking for a new Tax Guy. Michael Ludwig graciously took my mom and I on as new clients. He was extremely easy to work with, personable, and accommodated us for appointments that were convenient to our very limited schedule. Further, when I told him I was going to purchase a home soon and needed the tax documents for my pre-approval, he generated my taxes within a week. That was so appreciated! He filed them electronically that day. So, not only could I begin my home search, but I received my federal refund in under 10 days. Win-win. I appreciate Michael's willingness to take my mom and I on as new clients and for his timeliness and diligence! I'm happy to have a new Tax Guy - one who is easy to work with!

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.

BEWARE!! Ben Wong and his team at Mariners did the unthinkable and lost $41,000 in 4 months out of…read morea six figure transfer we gave them to hold for 6-12 months for a house purchase. When we we needed the money 4 months later, $41k had evaporated. When we asked how they could let that happen Ben said "We must have missed that this money was for short term investment". A few years ago Ben openly stated he intends to stay only partially active in his business and he truly doesn't watch his people or his customers. His team also proved they are unreliable in truly listening and providing sounds wealth planning advice. We moved our family's total wealth planning portfolio to another firm.

I started investing through Mariner Wealth Advisors in October of 2022. My advisor and investor…read moreteam have been nothing less than the best. My time weighted return (Net) from 10/1/2022 - 6/30/2025 has been 13.34%. I am 73 years old, so my investment tolerance is moderately conservative. They use Fidelity Investments for the trading platform and it works very well for keeping a thorough review of my investment assets.

Tom has done a bunch of policies for me and continues to earn my business. He seeks to understand…read moremy circumstances so that he can recommend the best options, including those that may not show themselves immediately. And he wants to get things right. Highly recommended!

Manno Group did an excellent job helping me with my insurance. Their rates are very competitive,…read moreand their customer service was excellent. I called Tom at the 11th hour for insurance and he took care of everything right away.

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 have used another tax service for the past few years but was recommended to use the Irish…read moreAccountant by a friend. Mike was helpful in scheduling our appointment, throughly explaining the new tax laws and even suggested best practices to help maximize our deductions for next year. I will be using them again!

Mike was great. Super helpful. He answered questions thoroughly, explained the changes that had…read moreoccurred with the tax law as it pertained to us, and worked with us to maximize our return. Would highly recommend.