Not good. Is looking out for himself first. He will try to place you in an annuity as fast as he…read morecan because he wants his high commission . Will not give you time to educate yourself or educate you . Annuity give the highest commission possible up front so he must work fast and he does . Most annuities are not a good choice. The insurance company is not going to let you win! He gets away with this too! Run for your life ! I worked way too long and hard for this to happen to my hard earned money .

My husband and I so grateful that we found Steve and his team at SGL! Steve has been so patient…read morewith us, meeting with us as many times as we need (it was often) to answer every question we have. He is an excellent communicator, explaining from his wealth of knowledge and decades of experience! With the recent downturn and volatility in the market, we are so thankful for their diversified income strategy. We sleep much better at night! Steve and his team are even helping us resolve a mistake made by my husband's employer on our IL taxes. All around, we know that we are in very capable hands. Thank you Steve!

We became members of North Shore Asset Management & Tax Advisory in 1998 when Gary acquired the…read morefirm we were with. Since then we have had a friendly and profitable association with Gary and his staff. We have also referred family members who are still associated with Gary. At times Gary has gone out of his way to service our financial needs. We trust his council and advice and include it in our financial devision making process. Al & Jan Kloss

Throughout my long business association with Gary I have received sound, professional advice. With…read morehis help I have been able to plan for my future, and retirement with success and confidence.

As a small business owner, nothing is more important than having a partner that can provide big…read morecorporate backing with the customer service of a local family-like atmosphere. Brian's team does that seamlessly. I usually only reach out to his team about a half dozen times each year, but whenever I do, they respond quickly and handle whatever question or need I have. Susie, Rosa and Yoselin are all awesome. If you're trying to figure the right insurance partner, this is the team to go with. 100% recommend.

Rosa Stefani, Brian Lock, and the rest of the State Farm team are wonderful, helpful, friendly, and…read moredown to earth. We had coverage with them for several years, then made a switch when rates increased. While we were with a different carrier, Rosa stayed in touch, reaching out periodically to check in and compare rates. After a recent check-in, Rosa discovered that State Farm had a more competitive rate, and after poring over the numbers and comparing policies, we decided to make the switch and come back to State Farm. We're happy to support this local branch of State Farm and the great service they provide.

We had a very smooth closing with Eon. They offered competitive rates, which is especially…read moreimportant in a bad market like this. They worked well with other parties involved in the transaction. They are very knowledgeable and responsive for every single question I have during the process. The overall experience with Eon was fantastic and I highly recommend them.

The team are very professional and efficient. The closure date is kind of rush for us, however,…read morewith Steve Song and Weine Shi 's help, we got our mortgage successfully approved in 14 days, that's really amazing. When we have questions, they are ready to help and answer, even on weekends. Would highly recommend.

Go somewhere else! I have a small business looking for a new CPA as our former CPA retired. Called…read moreAmy T. the owner had an intro call where she came across competent. 90 days later my files hadn't been touched. There was no status or communications from this office unless I reached out to ask for status. One response I got was "I wasn't sure where we left off", another response to my inquiry (30 days after dropping off the files) was "Since this is a business return I will have to work through that first before working on your personal return." Umm yeah! In April 2026 I wrote an email to Amy and her team that stated waiting in queue during tax season is reasonable but it was unacceptable to reach June and still nothing has been done. Needless to say I went to pick up my tax files today, still sitting on the front desk, the Amanda stated, "I tried advocating for you"... my response "what does that mean". I explained you are a service. I called to inquire, Amy accepted the work, and then you put company's at risk by doing nothing? I just don't get it. Amanda then said, "I wish I could do it for you but I'm not a CPA." Again I said, "what does that mean?" She started to define CPA but I said why would you even say that to a client. It's so ridiculous. We are on the hunt for a new CPA. This one needs to close down. HORRIBLE service and rude people.

Amy and her staff are the best! I also adored her (late) Father, Mr Weiss. The whole group is…read morepersonal, yet professional- .. knowledgeable, helpful, .. and also kind. :-)

I chose to use FPHC because a friend raved about them. I knew that my finances in 2025 would be…read morevery different from previous years, and I wanted to make sure that I was planning in advance and that, once tax season rolled around, my return would be prepared accurately. I started working with them over the summer. At that time, I wanted to make sure that I was paying estimated taxes correctly. Soon after my first meeting, I had an unexpected need to liquidate investments that left me with large capital gains. I received advice about adjusting estimated tax payments to reflect this, which I followed. Early this year, they handled my federal and state tax returns. To say there were mistakes would be an understatement. I ended up having to use one of the online tax prep programs, print out that information, and bring it in so that my return could be completed correctly. None of the information that I had provided over the summer was taken into account - I'm pretty sure that, despite conversations with them and a rather unique name, they have two separate files for me and think that I am two different people. Then I got a letter from the state informing me that they were penalizing me for incorrectly paying estimated taxes. Since my income was not consistent, due to the large capital gains received over the summer, they should have completed a specific form. This form had not been completed. I contacted the office and was told that it was MY responsibility to complete this form - it was not something that they would do for me. You would think that, given the fact that I had to provide them with a completed draft return and they failed to file the correct forms, there would be some sort of concession on fees. Not so - between what I paid over the summer and what I have been billed for the spring, they are getting over $1000. I suppose I should consider this a bargain - if I hadn't done all of the work myself, I would have lost over $3000 in refunds! Needless to say, they will not be preparing my returns in the future.

This firm is very professional and spends time helping and explaining everything to you so you feel…read moreinformed. I had a previous accountant that just threw everything together and never went over anything with me to make sure it was accurate. Scott Storz is who I deal with here at FPHC and he is great! I feel confident that things are correct when I use them. Highly recommend.

Needed to transfer title and get new plates from out of state car. Becky was informative and…read moreprofessional. Explained the paperwork and didn't make us feel rushed. She took care of everything in 15 minutes. I haven't done title and plates in years. This was a great experience.

I have had to to do two separate car title changes here within five months.Becky took care of me…read moreeach time.Becky provided me with excellent professional service and made the process easy and quick.Very grateful to have this Currency Exchange near my home. I also told my Estate attorney about this business for car title changes and she said she would refer her clients here.

Customer service was excellent. Promptly returned phone calls and the rates were great. I worked…read morewith Karen and she was very helpful in making sure my townhouse and autos were insured properly. I would highly recommend working with this office to all of my friends and family. Thanks again!

This agent has poor communication and follow thru. I was a new client moving from another office…read moreand he never called to sit down with me to discuss/review my policy. Never heard from him! After a major problem occurred with my policy, I was always the one calling him and following up on the issue. Keep looking!