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.

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!

I'm using an alias until I can get my funds transferred from here. While the front desk staff is…read morevery helpful, they are working for an advisor (John) that's nothing more than a used car salesman. The industry needs more regulation because of people like this. STAY AWAY!!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I received an email today asking me to review Michael W who is with this company. Michael prepared…read moremy taxes for the year of 2022. Shortly after he submitted my taxes the IRS sent me a letter stating there was an error. I sent an email quickly to Michael and was assured the IRS was wrong. In the following months I received more IRS letters. Each one forwarded to Michael. Emails sent and phone calls made. I have kept a few of them. I then got a letter from the IRS stating they would freeze my accounts, I owed them thousands of dollars and hundreds in fines. I contacted a tax attorney, and his wife is an accountant. Within a week they found the error Michael made and ignored. I had to pay IRS not get a refund. The attorney was able to get the fines removed. I wasn't going to contact Michael again. I just wanted to forget this horrible ordeal. Then today he sends me an email inviting me to join his network and give a review. Here it is. If Michael wants to hear the voice mail he sent me I have it saved. The emails he sent? I can forward them to him. The corrected IRS papers, yes I have them. Extremely disappointed. I could've done better on my own with turbo tax.

Mike is extremely knowledgeable and always goes above and beyond for his clients! Very trustworthy…read moreperson, I would recommend him to anyone wanting financial advise, investing, or a peace of mind from a great person!