Financial Advising near East Dundee, IL
15 locations found near East Dundee
View Map
Financial Advising
Financial Advising
“Barb and Seth have gone above and beyond any previous accountants I have had. Finding them has been a blessing for both my business and me personally. They are very knowledgeable and professional. I would recommend them to anyone looking for an accountant or bookkeeper.”
Financial Advising
“Great experience! Family run business who know their stuff while making it simple and easy to understand as a client. We will be back for next year's taxes - highly recommend!”
Financial Advising
“I've worked with Monotelo Advisors for almost 2 years now and they're nothing short of amazing. They always make tax time super easy for both my business and personal taxes. They're very professional and prompt whenever I ask a question or need help with something. Highly recommend!”
Financial Advising
“I have used Patrick O'Connor for many years as my sole financial advisor. He is the utmost professional, very personable, and a real genius (Mensa member) and an all around great guy. His investment advice is Top-Notch... I could never do this alone. My wife and I thank God all the time that we found Patrick early in life, to prepare a carefree retirement for us later in life. The Best Out There, Period!”
Financial Advising
“Victor treated our rather small retirement account with the same attention given to larger accounts. I appreciate his patience in crafting a workable plan for our retirement. I have not always felt valued by other firms, but I do here. I have more confidence in the process based on the financial advice provided.”
Financial Advising
“I've been a client with Jim for 5 years. He's always quick to get the information I need or provide his thoughts on an investment I'm looking at as well as providing general financial coaching. The investment account that he manages for me has performed better than S&P500 returns consistently. Happy to be a client and look forward to seeing what heights this money can reach.”
Financial Advising
“The staff is extremely helpful, friendly, and professional! They have such an amazing understanding of taxes and financial advice. I constantly recommend these people to all my friends. Love this place!”
Financial Advising
“Jared is awesome! Honest, helpful, super knowledgeable, explains things clearly, communicates well, listens to our goals and concerns, and mostly seems to genuinely care about his clients. I have had one other financial advisor before to compare and Jared at Edward Jones is the best by far.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Patrick is the most thoughtful, trustworthy, and experienced financial professional I have ever had the pleasure to work with. He has a true dedication to his clients and makes time to help them and their families.”
Financial Advising
“We recently went for our annual review with David. He and his staff are welcoming and professional. His depth of knowledge is commendable and I always feel he has our best interest at heart.”