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“I had the opportunity to speak with Jason today, and I couldn’t be more grateful. I was a little nervous going into the conversation, but he made it so easy and comfortable right from the start. He was incredibly helpful. Jason truly focused on understanding my goals and offering an honest, thoughtful assessment of my situation.
After our conversation, I feel more confident and clear about the path ahead. It’s reassuring to know I’m on the right track, and even more so to know that Jason genuinely cares about helping me move forward in my Baby Steps to reach my goal.
Thank you so much, Jason, for your time, guidance, and encouragement. Your support made a big difference!”
“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.”
“We had a wonderful experience with Les Hunzinger. He was quick in responding to our phone call and very helpful and thorough in helping address our needs. We would highly recommend him.”
“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!”
“Jim and Karen take the time to help you with your taxes and your financials they do this with a very friendly staff and in a timely manner I have been going there for over 20 years I don't want to use anybody else they get the job done right and is very helpful with any questions we have”
“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 appreciate the great service I've received from Radha Associates Inc. Radha always responded quickly to my questions and explained complicated tax and accounting concepts clearly and concisely. The expertise and attention to detail have given me peace of mind that my taxes are accurate and complete. Thank you for your work on my financial statements. Your in-depth analysis helped me make informed decisions for my business. I'm impressed by your professionalism and customer service. Your team always goes above and beyond to ensure my needs are met. Lastly, I'm grateful for your help in achieving my financial goals. Your expert advice and guidance have been incredibly valuable, and I look forward to continuing to work with you." I highly recommend Radha Associates for Tax and Financial Services.”
“Ignore those negative reviews because Vito is more patient than most people are and very knowledgeable about getting your account information and support! My experience in Naperville changed my perception of Schwab”
“We worked with Ben Bjork who was recommended by the 1800 fidelity number. We had such a good experience he helped us create a joint account, invest, adjust IRA money, and create a solid 5 year plan. He really prioritized what was best for us. I didn’t really expect to find someone who was looking out for our family over their pocket/company profits. We highly recommend his services and look forward to working with him for our future. If your considering making any changes to your accounts Ben would be a great asset to your financial future.”
“I use the Northlake Illinois US Bank on a regular basis, (3 years now) I have always received great customer service by the manager and staff, all of my questions and concerns have been addressed by the team members. They are extremely professional and are quite knowledgeable regarding bank procedure's as well as great customer service. They always go above and beyond to insure that I am happy with my bank experience before I leave. It is my opinion that this branch would describe the standards that all banks should follow by example. I believe that the bank manager and employees should be commended for their competence. I am so grateful for all the services that this branch provides me with. I regularly recommend this bank to my friends and family members. Dennis W”
“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
“Best credit union i have ever been to everything was done professional all the workers there were nice especially the branch manager Cindy she is super nice and professional helped me with my loan and gave me a few pointers on future applications A+++++++?”
“Called Inspira 2/12/24 (Formerly Millennium Trust Company) -
My former employer rolled my 401K into Millennium Trust Company, who charged annual maintenance fee & Paper statement fee.
Called to speak with someone; auto attendant is set up so that it is difficult to speak with a live agent. After several attempts was placed on hold in cue w/estimated 1 hour wait time.
Update: Frank (Manager) from Inspira reached out regarding my concerns. Resolved all account issues & explained options re: transferring balance to a like-account. Also resolved some fee issues. Very professional and informative. Thanks Frank!”
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“The “Goldstone family” is bar none, the best financial group out there! The staff are all authentic, they value & treat all their clients with respect & do a great job successfully managing our finances! The occasional events are a treat & we find very beneficial to meet others’ in the same “boat” as us, to get feedback, ideas & hear their experiences with Goldstone, which we’ve only ever heard be positive!
A class act & very good at what they do!
Joe Davidson is our guy - and we couldn’t be happier with the job he’s done! Thank you, Joe. Thank you, Goldstone!”