Financial Advising near Elk Grove Village, IL

30 locations found near Elk Grove Village
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“I really enjoy this location l. Very nice staff Eddie the teller and Rafael the manager were very nice people to visit always so kind. The drive up is open early and late 8-6 which is nice.”

1 Poor1 Reviews

“I've been a part of DeRose Financial Planning for almost a decade and can confidently recommend their advising to anyone looking to take control of their finance.They've been meticulous in tailoring their advice to my evolving needs. As my career progressed, my family grew, and my priorities shifted, they adapted my financial plan with me. They never pressured me into cookie-cutter products or pushed unnecessary risks. Their focus was always on aligning my finances with my goals, whatever those goals might be.They are a people-first approach. They break down complex concepts into digestible language, ensuring I always understand the "why" behind their recommendations. This transparency and open communication have built immense trust, making me feel truly empowered to take ownership of my financial future.If you're looking for a financial planning company that goes above and beyond, look no further. You won't find a more dedicated, forward-thinking, and genuinely caring team anywhere else.”

5 Superb33 Reviews

“I have had Kaufman financial/Howard Kaufman for my taxes and as my financial advisor for more years than I can remember and can ultimately say that I have been more than satisfied. Howard is very knowledgeable and very helpful in everything he does and I can recommend his services very highly especially those of us have very little or no knowledge of the financial world and I hope to have the benefit of his services and knowledge in the future.”

5 Superb31 Reviews

“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 :)”

5 Superb25 Reviews

“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”

5 Superb21 Reviews

“Agatha was very kind. We asked for help with a house loan. As new buyers, we needed a lot of guidance and she was always willing to answer any questions we had. She also speaks Polish! She was super fast and worked out any issues we had. US Financial as a whole works very hard and we knew we were in good hands, both with her, her brother, who was our financial advisor, and her father who does our taxes. Having everyone all in one place was super convenient, and helped ease our stress when dealing with a lot during our buying process. I will definitely come back when rates go down and I’ll need assistance refinancing my house.”

4.6 Superb30 Reviews

“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”

4.4 Superb21 Reviews

“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!”

5 Superb9 Reviews

“My Wife and I couldn’t be happier with the Professional Team of people at Cukierski &Associates. Our meeting with Steven Yatesis always very professional and informative.We highly recommend them for your accounting and tax needs.All the best,Rick & Chris Rochetti”

4.7 Superb12 Reviews

“I have witnessed Greg Dowell grow Bass, Solomon & Dowell from a relatively small accounting firm 20 years ago to a medium sized accounting firm that has become an integral part of our community. Greg is knowledgeable about income taxes and tax planning. He provides a very practical approach to his clients in guiding them to success. He is very truthful and trustworthy and fair. I have been fortunate to have been able to work with him for the benefit of our mutual clients over the past two decades.”

5 Superb6 Reviews

“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”

5 Superb4 Reviews

“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”

4.2 Good5 Reviews

“Kathleen is knowledgeable, personable, and provides me with a level of service that I haven’t received with other financial services companies. I feel confident that I am on the right path for my family’s future and have Kathleen to thank.”

5 Superb2 Reviews

“Roger Smith at Edward Jones is the investment advisor to go to for solid advice and great investment performance. I've been investing with Roger for over 10 years and the portfolio has consistently met objectives. Edward Jones is one of the most conservative investment houses helping you sleep better not worrying about stability. Roger is very personable and talks through complicated financial concepts in clear and relatable ways so you understand what has happened or might happen in the future. Highly recommended!!”

5 Superb2 Reviews

“I have relied upon J. P. Cannata & Associates for my financial planning and tax preparation for over 16 years. The Company is a fixture in my life above and beyond finances. They have been by my side for all of my life’s stages: raising my daughter, going through a divorce, protecting my parents’ finances and care until their deaths, getting my daughter through college, starting a new Company. They are always available for my life’s innumerable questions: what car to buy; how to fill out a tax form; how to update my will. I’ve created a private system of dividing their team into spheres of support: I turn to Josh and his expert clarity when I want to understand quickly why the market is doing what it’s doing; I turn to Lindsey for her wisdom and honesty for understanding how to plan everything from budgeting to preparing for my retirement years; and I turn to Jack for those ultimate decisions because his guidance has always proven to be right. My family is safe and prepared because I have J.P. Cannata & Associates on my side. My wish is that every family have such a loyal, hard-working, prepared team as a fixture in their lives - above and beyond finances.”

5 Superb1 Reviews

“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.”

5 Superb1 Reviews

“I met Tony at Edward Jones many years ago and have been working with him and his wonderful team ever since. We go so far back that I’m pretty sure I’m Client # 1. Any time I have a question or need some information, the team is there for me. Thank You Tony and the EJ Team for everything you do.”

3 Average2 Reviews

“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”

3 Average8 Reviews

“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”

2.4 Poor5 Reviews

“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”

1.7 Poor29 Reviews

“Banking exclusively with Alliant for 5 years. Excellent UX, great mission behind the company, you can feel good about where you keep your money. And tons of hidden perks like covering overdraft fees. I've never had to pay any of the ridiculous fees associated with basically every other bank. Alliant is excellent.”

1.8 Poor159 Reviews

“I am confident that Chris Masek is a fine professional and has done a superb job in my retirement planning. He has the credentialing as a Certified Financial Planner and has his clients' interest at heart. He is a bright, ethical and warm professional. I highly recommend his services and that of his support staff ..hats' off to Kathy V. For her excellent work as well .”

0 Na0 Reviews

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