I PARTED WAYS WITH YOUR BUSINESS! You remain untrustworthy in that you continue to bend and twist…read morethe experience. Smoke and mirrors. Definitely not what is needed in an agent. I encourage anyone in the market for insurance or financial services to look absolutely anywhere else.

Avoid, avoid, avoid, avoid, avoid, avoid, avoid, avoid, avoid, avoid.....need I say more? Avoid,…read moreavoid, avoid, avoid, avoid, avoid.

David is a top-notch financial advisor, and is a great source of information, advice, and guidance.read more

​Karlene Olesuk an awesome job on your taxes and she is a wonderful person as well ! Do yourself a…read morefavor and have your taxes done with her !

This was my first year going with a tax professional. Karlene was super great with all my emails…read moreand phone calls asking questions. She even looked over my previous year I did myself and got me another $200! I will definitely be coming back next year and so on! Thank you Karlene for being so patient with me.

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 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 had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

After struggling for 2 years to find reasonable insurance with great coverage we reached out to…read moreTodd, and couldn't be happier. He was able to find us much better rates with more coverage than we had. Anytime I have a question, I can call Or email Todd and get a very quick answer. When I got pulled over (but don't tell the insurance company ) I called Todd's office since I couldn't find my insurance card. I got one emailed to me immediately and avoided a ticket for no insurance. If you looking for great home, auto, umbrella, really anything Todd is the best!

From the owner: Lowenheim Insurance Agency provides commercial and personal insurance services to the McHenry,…read moreIllinois area.

avoid, avoid, avoid, avoid, avoid, avoid, avoid....need i say more? avoid, avoid, avoid, avoid,…read moreavoid