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 was seeking a local investing firm and happened to come across Kabarec Financial Advisors on…read moreYelp. Honestly, I didn't even know if they were exactly the right company for what I needed to do. So I just stopped in today and spoke with Michelle. Despite my frazzled and exhausted first-time-mom appearance and my "i have no decent clothes that fit right now so these sweats suffice" wardrobe, neither the receptionist nor Michelle made me feel out of place. As it turned out, for my situation, Michelle advised it is best for me to go to an investment firm and open an account directly with them. Michelle was quite professional, knowledgeable, and able to provide some great advice despite her company not being the exact fit for my needs. If I should ever be in need financial advising, I would absolutely return to Kabarec for their services.

From the owner: Our financial advisors in Chicago work with families and businesses to develop effective game plans…read morein a common language. For us, it's about making the complex simple. As financial advisors, our role is to enable you to confidently pursue your goals.

Thank god I found A2 financial solutions. they are expert in retirement planning, will and trust,…read morecollege plans, insurance, tax savings. . They customize the financial products as per our needs. A2 financial solutions have helped me with creating my financial portfolio . I would definitely recommend them to my friends and family who are looking for any kind of help in financial planning.

From the owner: A2 Financial Solutions is a leading provider of Financial Services. Personal Finances are something…read morethat every person should know and understand. We are dedicated to helping individuals and business achieve their financial goals. Our solutions are tailored to each client’s unique needs. Our team of experienced professionals are committed to delivering top-notch services and building long-term relationships with our clients. We at A2 Financial Solutions understand that financial decisions can be overwhelming, which is why we make it our mission to guide and support our clients every step of the way. We take an educational approach towards personal finance, to first teach people the basics of personal finances and then help them take action to meet their financial goals.

I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

Had an account in Barrington, IL was switched to Schaumburg, IL with my knowledge. Quarter meeting…read morewas always a battle because, my work finish time is 5pm, advisor and Schaumburg office account person was complaining about out 5:15 pm 30 minute phone call. Numerous last minute schedule changes due to family issues...Do they want to be advisors to my schedule or not??? Sick and tired of this whining bunch of so called advisors. Oh, and by the way, having so many "accounts" with little growth even though the market had been breaking records. So long Schwab, and hello to another group.

Very good crew here that know their stuff. One of the best things is they are always reachable and…read moreif you have to leave a message with a question they get back to you right away. So far very pleased.

Wish I could give him and his company a zero. Manipulative and unresponsive when problems arose. I…read morewould recommend any other financial advisor in the area (anyone!) before I called upon him for anything.

Fidelity has focused more recently on creating in-person branches closer to where there customers…read moreare: this location serves the greater Western Chicago Suburbs (Schaumburg area). Walking in, it reminded me of a small bank: a queue of people waiting in line, really young staff helping them, when there is nobody in line, nobody at all manning the greeting area at certain times Waiting in a queue to just check in for a scheduled appointment and not having a dedicated greeter directing traffic for people walking in: two things that your neighborhood bank would do better than here. For a company like Fidelity, it just felt really off..rather cheap. We had a scheduled appointment, and got to walk back through locked doors and there is a large area of offices and conference rooms and that was fine. The prospective meeting was beneficial and we learned that Fidelity (at least in the Chicago area) is now being very clear about providing personal support: only if choose to use them to actively manage your assets (paying a percent of assets as commission). Perfectly fair, and something that probably has to be done to be competitive with other financial compaies.

I visited this website first made an appointment. Keep in mind that the website does not provide…read moreany clear delineation as to who you should meet rather it allows you to actually choose whomever you would like to meet. Upon actually physically going to this office and meeting with the person I had selected to meet I then learn that this person will not help me due to the minimum requirements. Rather that I would get passed on to another associate who quite frankly is not even old enough to remember the 2008 crash. However, I decided to give him a chance. And made an appointment via Zoom for the following day. I got on the Zoom call and he was late and after four minutes I dropped off from the call. I have no idea why these people think that being late for an appointment with a potential client was a good idea. I have no idea why being late is even an option without providing any kind of notice to a potential client. Well, I do understand that they have base pays and the rest as far as cash, bonus or short-term incentive are probably based on some type of sales goals. This is a classic very simple example of how to lose a client in less than 48 hours.

Evans, Marshall & Pease was hired by our library for accounting and consulting services and did a…read morehorribly sloppy job that was easily caught by our own Assistant Library Director & Business Manager. During the presentation at the November 17, 2021 Niles-Maine District Library board meeting, Evans, Marshall & Pease partner Christopher Scalet quit right on the spot after several corrections were made! This was caught on the live stream which you can see at the YouTube URL below. Very unprofessional behavior. Look elsewhere for your accounting needs. https://youtu.be/NHkFo6utiUQ?t=9829

I am a trustee of the library where this firm has been employed. One partner walked out and quit…read moreduring a board meeting and subsequently emailed a confirmation of that. Somehow, they seem to think they are still under contract and will continue working. Regardless, 3 of us (trustees) have clearly and strongly informed them we do not want them to return. I have emailed them twice about this and they have yet to respond. There are so many things wrong here that I'd need to write an entire essay on it. Bottom line-this company is not trustworthy or professional and their work is substandard. I'd like to give 0 stars but that's not an option.