I've worked with Gizmo Health several times, starting when I was fresh out of college. Their staff…read morehas always been friendly, communicative, professional and clear. I will continue to work with Gizmo and refer others to their services when I need short-term insurance. Many thanks, Chris!

Saw their "sign"/ more like human sized robot on the corner of Wacker and Washington in a midrise…read morewindow (it's almost worth the drive east past Wacker just to see the Gizmo Robot) and was currently seeking alternative insurance for my wife and I since I had recently left the hellhole I used to call work and was getting raked over the coals with the Cobra payment. I was previous paying $740 x month and Gizmo Health worked with me to get very similar coverage through the same provider for $265 x month. Yes - Gizmo was to save me $475.00 a month on almost IDENTICAL coverage THROUGH THE SAME PROVIDER (Blue Cross/Blue Shield). While I was submitting my information on their website last Sunday at 9:30pm, I got an e-mail from Chris. I know how to send automatically generated e-mails and what they look like. The e-mail that I received was "hand" typed, and specifically applicable to my situation. Chris explained that he was still in the office and was available immediately if I needed any assistance with my application. I chocked this up to a random employee working a random late night. Throughout the next week I realized that more than being the exception, this was the rule. Throughout the next week Kevin, who worked with Chris, was in constant contact with me about the current status of the application - answered all of my questions via e-mail within 15minutes of me sending them (even as late as 10:15pm on multiple occasions). I have NEVER experienced customer services like this. After working with Gizmo I literally want to remove all of my other five star reviews because this company has singlehandedly changed what I consider "five star service". I am sure you might question if I have affiliation with the company since I'm literally shouting from the rooftops about how amazing an insurance broker is. All I can do is request that you contact me for further assurances and/or contact them yourself. I ASSURE you you will be as blown away as I am. Thanks again Kevin and Chris - You've helped me more than words!

A friend recommended the ACT Group. I was scheduled for an appointment with Dante for last Friday…read moremorning. Thursday evening at 4:50 pm ACT left a VM saying it would have to be rescheduled. While very last minute, these things happen and I agreed. My rescheduled appointment was for 11:30 this morning. ACT called at 10:00 am asking to reschedule for later today. I told ACT I wasn't available later and I was left with the impression the meeting was on. Then at 11:00 as I'm walking out the door, ACT called back and suggested that in lieu of a face to face meeting Dante could call me at 11:30. I asked how that was going to work when he didn't have any of my information - I'd planned to bring papers and a flash drive, as discussed. This made me feel very undervalued as a new customer and frankly had no confidence leaving my financial information in the hands of a Group that couldn't even keep an appointment. The only thing positive I can say is that the person who called me each time, Jessica, was very gracious and apologetic. Unfortunately, she is not the accountant.

Very nice people, very courteous and knowledgeable but... smartvault is a bit clunky, and $475 for…read moreindividual state/fed taxes plus a single rental property schedule E is exorbitantly expensive. Not to mention I paid them for tax planning services earlier in 2018 which was not cheap. Anyways, I'll be shopping around before next tax season.

The team at CTS is awesome. I highly recommend them. Taxes stress me the heck out. They not only…read moresave me money, I feel good every time we talk. Working with them has been a sign of relief.

I did not get the tax service they promised me. From getgo, I had an uneasy feeling about them. I…read moream not a big shot with a lot of money but they accepted my account. Yet, it did not appear that they gave it the same consideration as they likely would if I was a bigger account. We never get to file my taxes on time and we always got an extension even though I gave them all the information in a timely fashion. Also, it was apparent that they were not taking the time to read any of the information and explanations about my finances I would send via email because their questions and comments evidenced the fact that they simply did not read anything that I had sent: had they read the emails, they would have had the answers to questions they were asking and concerns they were having. In the end, I just took my business elsewhere. I am sure no big loss to this firm.

We've just begun working together but I can already say I highly recommend Richard. Very…read moreknowledgeable and patient and has already given me a great game plan. I'm looking forward to my continued work with him.

Richard Little has been the most helpful financial advisor these last 2 years for my family and I…read more His analysis and guidance every step of the way has made us consistent earnings throughout the years. His financial approach and strategy really has benefitted us even in the down market. I truly can say Richard Little has been our best choice as a wonderful financial advisor. Genuinely wants to help and can really simplify your portfolio by breaking it down step by step. Simply makes me feel confident about my financial future. Looking forward to working with you in years to come. Much appreciated!

our company (cinderella cleaners) and myself and entire family all use checks and balances and are…read morevery happy. my son and two daughters (all out of town) use checks and balances and could not be happier with the knowledge and service we all receive from kathy gilbert art cohn

DO NOT USE THIS WOMAN!!!!!! I wish I could give no stars. I'm very late writing this review. In…read more2016 and 2017 Kathy did my taxes. The first year went well so I used her again. Years later, I got audited for 2017 taxes. She claimed that I owned a small business which I don't causing me to pay back owed taxes to the tune of $5,000 between 2019-2022 because of her incredibly large mistake. You would think she would want to rectify her error but instead repeatedly said she would take care of it and call me back. She never called me back once. I continued to call her over and over leaving messages asking for her guidance and help. Eventually she stopped taking my calls and never did a thing. The IRS recommended I report her so that is my next step. I cannot implore you enough to not give her your business and if you've used her in the past, change immediately to someone who knows what they're doing and won't stick their head in the sand when they've made a mistake. DO NOT USE THIS WOMAN FOR YOUR TAXES! SHE IS A BAD BUSINESS WOMAN AND A WORSE TAX ACCOUNTANT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

Very knowledgeable and efficient! Can't beat his price and professionalism. Always look forward…read moregetting my taxes done with David.

My hubs and I have been working with David for well over 3-4 years, maybe a bit more. From my dad,…read moreto my in laws, and grandparents. David is the man! He makes it happen every year! I'll never stop recommending friends/co workers and anyone who ever ask if I have a good tax guy! I most def do. Come see David and you'll never walk out disappointed!

The people and the service they provide are OUTSTANDING! Competent, reliable, responsive,…read moreknowledgeable, so helpful in EVERY way.