There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

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.

Very professional and personalizes a plan that you are comfortable with. Find them very…read moreaccommodating and easy go work with

The staff at Pulse Financial in Lisle really know their industry. They are generous with their time…read moreand information. On top of that, they are very kind people. If you do business with Pulse Financial, I feel you are in very good hands.

Tess is extremely down-to-earth, genuine, and knowledgeable. She is an expert first and certainly…read morepractices what she preaches when it comes to financial well-being. We've enjoyed working with her and trusting her advice as we make financial decisions.

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.

For the third time my mortgage payment is messed up. Twice they have cashed my checks without…read moreposting them to my mortgage account. And one time they applied the payment to the principal when it should have gone to the monthly regular payment. Unanswered emails

They started off great, but customer service is horrible. First they have management that…read moreis incapable of thought. They do not supervise the people working at home and therefore nothing gets done. They had no foresight to require at least 1 person to come in daily to obtain and process USPO mail. They never thought of having the people that work from home open and read and act on emails and electronic communication. Payments do not get processed. Takes them months to respond and they do not care they are the most unorganized people. Go to another credit union. They have people that work. They have the management to train and supervise the people so they are not sitting at home receiving a paycheck for doing nothing.

Tom has done a bunch of policies for me and continues to earn my business. He seeks to understand…read moremy circumstances so that he can recommend the best options, including those that may not show themselves immediately. And he wants to get things right. Highly recommended!

Manno Group did an excellent job helping me with my insurance. Their rates are very competitive,…read moreand their customer service was excellent. I called Tom at the 11th hour for insurance and he took care of everything right away.

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!