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8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”
“Serenity Wealth Management is an amazing company. The team is super responsive to all of their client's needs and is very patient with questions. I would highly recommend them as fiduciary advisors. Thank you so much for your quick responses and support.”
“I recently completed my second 1031 exchange with First American Exchange Company, and I couldn't be more satisfied with the experience. Both of my exchanges were handled flawlessly from beginning to end.
I want to give special recognition to Casandra Schultz, who provided exceptional service throughout both transactions. She is incredibly knowledgeable, responsive, organized, and professional. She kept me informed every step of the way, answered all of my questions promptly, and made what could have been a complicated process remarkably smooth and stress-free. Her attention to detail and commitment to outstanding customer service truly exceeded my expectations.
The entire team at First American Exchange Company demonstrated the highest level of professionalism and expertise. Every deadline was met, all documentation was handled accurately, and I always felt confident that my exchange was in excellent hands.
After two successful 1031 exchanges with First American Exchange Company, I can recommend them without hesitation. If you're looking for a qualified intermediary you can trust, this is the company to choose. Thank you, Casandra Schultz, for making both of my exchanges such a positive experience. I look forward to working with you again in the future!”
“I cant say enough about this company.Just when I felt like great customer service was extinct Mrs. B broke the bank!!!When a business understands that your business is as important as theirs you already know you are in great hands.I'm forever grateful for this woman she is a keeper!Rest assure you affairs will be handled with the upmost professionalism.”
“CTS Financial Group has been handling my taxes since I can recall. We have had many different requirements and changes in needs over the years. Max is always very patient with my questions and often give me advice to help anticipate future situations. No matter the situation I know from experience that Max will take care of it. From start to finish they are very responsive and make the experience stress free. The CTS team does an amazing job!”
“Andrew and his team are very knowledgeable in their field and very friendly when it comes to advising , guiding, and providing direction for best tax practices. Would highly recommend Andrew and his team for any individual or business tax related needs.”
“I've been coming to Kerry Van Isom and Associates for over 20 years. I honestly can't say enough about them. Accurate, professional and personal. I will recommend them to anyone.”
“We have been with Bill for many years.
He does both my corporate and personal taxes, and occasionally my children's.
Most knowledgeable and responsive.
We have never had an issue.”
“Fair pricing, great people working there. Charles has been my CPA for the last 8 years and don't know how I would have finished my business accounting without him.”
8:30AM - 5PM
3406 W 111th St, Chicago
Financial Advising
“My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday.”
“Amazing service from start to finish! They made filing my taxes so easy and stress-free. Super helpful, responsive, and knowledgeable. I felt confident knowing my taxes were done correctly. I’ll definitely be coming back next year!”
“Michael Rieck helped me get through some unfiled returns. He was kind, educational, and extremely helpful in navigating all the steps to clear up my past debt. I highly recommend him.”
“I've relied on Colin's expertise twice, and I intend to work with him again in the future. The communication is easy, thorough, quick and straightforward. The same goes for the process. He provided me with a game plan for rebalancing my portfolio, which is something I've needed to do for a while. He takes the pain out of the painful process of investing.”
“Mark Anleitner was very knowledgeable and friendly. He was able to break things down in a way that I understood. He was able to create a plan specifically for me!”
“(Translated by Google) One of the best exchange and shipping houses in Chicago highly recommended(Original)Uno de los mejores casa de cambios y envios de chicago muy recomendable”
8AM - 9PM
11545 W Touhy Ave, Chicago
Financial Advising
“The agent was very kind, courteous and willing to help. Outstanding customer relations. If there were 10 stars for rating. The agent would receive no doubt a 10. Thank you”
“Brian Sweetman is amazing I live in South Florida Brian does a great job working with. David Rosenfeld to bring out the best in Schwab. The customer service Schwab provides customer is the best in the business. They do and amazing job at adjusting to your needs the integrity and followup is the standard that all should follow. When I retired I gave every broker E trade, TD, Merrill, Fidelity a test run since I wanted to pick my one for the rest of my life making sure my family was in good hands. By accident I drove by the Schwab office in Boca and the party was over for every other broker from day 1 they went the extra mile everyday and twice on Sunday. I had no preference when I started my Journey but in the end it will be impossible for me to even consider leaving Schwab t is people like Brian and David who make you feel special it is the rest of the Schwab team that makes sure that no stone is left unturned. Thank you Schwab you are amazing”
“I am writing mostly about the parking lot. It is indoors and underground. And after hours and on weekends, it is only $14 to park - with tax included! The lobby of the building is very nice. There is a Chase ATM inside that accepts deposits as well as an entrance to Hanna's Bretzel.”
“It is an investment information company, specifically Investment Funds. Access is limited. In their facilities they offer product courses and training. Its facilities are incredible. The service of its employees is careful.”
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“I've been working with Bell Tax service for over 15 plus years. Ms Andrea Bell and family are awesome. They have excellent services and they make you feel like family also that's why I always choose Bell tax service.”