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“I have used Robert B. Fisher for over 30 years in many businesses that I’ve owned and operated trough out the years. I relied successfully on his expert advice, always up to date with the ever changing IRS codes. He’s on time, proactive and very efficient. I recommended him to my family, friends and associates. I highly recommend him!!!”
“Just met with Ethan Dickerson concerning our Medicare coverage for 2024. It was so simple and easy with his assistance. I would recommend him to anyone needing help with any Medicare issues.”
“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”
“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!”
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
“Kaizen CPAs + Advisors are highty professional. My company deals with short delay, complicated scheme entry and my advisor, Henry is really reactive and really try to meet our specific needs. I higthy recommanded!”
“Adam at the Lake Zurich IL Schwab office is very nice. He answered my questions. We discussed things Schwab offers. I am very satisfied with this office. Thank you, Adam.”
8:30AM - 4:30PM
479 E Business Center Dr Ste 109, Mt Prospect
Financial Advising
“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”
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“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.”