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've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be…read morehappier. When I began looking for someone to help me with investments and other financial services, I had a (long) but relatively basic list of criteria: Is this person: - Smart? (knowledgeable about the services they're offering, including a basic understanding of simple tax laws/implications from investment decisions) - Trustworthy? - Communicative? - Likable? - Humble? - Passionate about gaining financial freedom? - Equally as determined to help me accomplish (and exceed) my financial goals? - Dedicated to their business/their firm? Sean embodies all of these qualities, and that hasn't changed since the day I switched to him from my previous Financial Advisor. Outside of the incredible gains my money has made, I genuinely LIKE Sean. He's warm and personable and although very busy, never too busy to make time for any client who needs it. He learns what the right level of communication is for each of his clients and follows their lead in a truly exceptional way. Lastly, since switching to Sean, I've moved to California and could easily pick a new Financial Advisor. But unless something completely crazy happens, I won't. In fact, not only have I've kept my money with him, but I've increased my contributions due to the level of satisfaction I've experienced with him and his office staff. If you're considering working with a Financial Advisor but aren't sure where to start, or you have questions about how it could benefit you or your family, I would HIGHLY recommend Sean.

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.

First of all, if you don't have a financial advisor please get one. In the beginning, all we have…read moreis time, but when the money starts to come in or you're looking at retirement, the time you had will benefit you exponentially. Secondly, you have to find a financial advisor you trust and have confidence in. The Ameriprise team of Kabza, O'Hara and Associates do just that. We've been with Kevin O'Hara since we were in our 20's, when we had all the time in the world to plan for our future. Now that we are entering an age where retirement is not just a distant pipe dream, we are happy that we started when we did. Kevin is a trustworthy financial partner for our household. He listens and gives his opinions. He is knowledgeable and current. He is not pushy or forceful and really wants to understand where we are and our goals. His meetings with us are not rushed or is he trying to sell us product after product. He effectively helped our parents to retire comfortably although they started later they were in their 50's. He has helped them manage the money that they have and goes above and beyond to explain situations that they are in or the state of the economy to them. We are confident that with Kevin's partnership our current financial state, financial future and retirement are secure and safe. Call them you won't regret it!

Yellow Key has been tremendously helpful with three separate major maintenance issues at our…read moreproperty. They coordinated with and secured a company that did a great job rebuilding our porch and balcony. They also helped us out with a difficult roof replacement. Most recently, I had a washing machine fail and flood my laundry room and finished basement. I called Yellow Key at 6:30am on a Saturday morning and they arrived at my property with a mediation company within 90 minutes. Work started the same day. They do a great job maintaining their properties and use high quality companies for repairs.

I was one of the tenants at an apartment complex that Christian managed. Christian approached so…read morecalled problems with patience and understanding. No problem seemed too great or too small. Christian possessed a strong sense of calmness no matter what issue was presented to him. Christians is with very prompt to resolve problems. He always has a solution to each problem. He always treated me kindness. Christian has this talent of defusing misunderstandings with honesty. I always knew that Christian was would work with me regarding any concern. Christian is a unique and great manage. Rolland Perry Tenant .

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!

I have had the pleasure of working with John Weber and I highly recommend him. He is conscientious…read moreand very patient. He's professional and he listens to your needs and meets your objectives. I cannot say enough about him and his office.

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.

Sound investment advice and fantastic people working at this EJ location. Pleasure to work with!…read more Highly recommended.

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.

Dugan & Lopatka have done our taxes for about 15 years. Pretty straightforward. We've never had a…read moreproblem. We are here today dropping off (late) but hopefully all is sorted. Not cheap, but we've never had a problem.

Do not go with this company. They try to rip you off…read more Foreign income and fbar form makes the whole thing more complicated. But an estimate of further 10h when 3 were already spent, at 200$/hr for a tax return. 40-50h estimated for Fbar. That are 2600$ for a tax return and 8000$ for Fbar. ... I sat now about 1.5h with my new tax advisor and paid less than 500$ for my tax return. He will do Fbar for less than 1000! Tell me how you would call this? I call this a rip off!

Mark Yackey took over our accounts when our financial advisor retired... in 2008. He guided us…read moreremarkably well through that difficult time. Following Mark's recommendations we have done quite well since. Our retirement prospects look very good. Mark knows our goals, listens to our concerns and is a very nice guy to boot. Solid advise and strong performance!!!!