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“The Goldstone event was great . The venue was amazing and much like the people at Goldstone…. 100% class. Thank you for hosting. We had a great time meeting the team and fellow clients.”
“Tony and Valentina and the rest of the APC group have been more than amazing in helping guide me in my financial journey, especially being in my 20s with a bunch of questions. They're an incredible company :)”
“I decided to try speaking with a few fiduciary financial advisers recently. Last up was Nicky Amore from Falcon. Her approach is smart, as it entails a series of appointments (at no cost to the client), during which you become familiar with her and her style, which is calm and very informative. She actually teaches financial courses, so this is basically second nature to her.
I've still not decided if I'm going to sign up with any financial advisers, as some of the best advice I've gotten to date is for me to educate and inform myself much more thoroughly. But once I'm educated, if I want someone to overlook my finances--and chances are that I will--I believe I'll be calling Nicky Amore.”
8AM - 5:30PM
1776 S Naperville Rd #206a, Wheaton
Financial Advising
“Jonlyn & Associates is always professional and very helpful with my tax needs and preparation. They are very knowledgeable and customer-service oriented. Thank you for being so!”
“I've been going to Hurt for a few years now. Both Jim and his Father have done my taxes, and I've been very pleased with the service! They are great at what they do, very thorough, and genuinely good people! I highly recommend Hurt and Associates!”
“Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!”
“I read some of these reviews and don't want to discount them but from my experience and I've been to this location several times, this branch was very helpful and professional. The staff there was able to assist and behaved in a professional manor, that is all one can expect.”
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“Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend.”