Financial Advising near Itasca, IL

15 locations found near Itasca

“I began working with the Goldstone Financial Group after attending their dinner event about 5 years ago. I was so impressed with Anthony Pellegrino's knowledge, professionalism, and genuine, warm attitude, that I had to make an appointment to learn more. This group is truly amazing from the entire office staff to the wonderful professionals that I have had the privilege to work with including Brian Korienek, Kamil Bonifaciuk, and my current advisor, Jared Rus. I have recently divorced, and I was so concerned about my financial situation for the future. Jared's assistance has been incredible! He not only assured me of my financial stability, but he meticulously divided premarital assets according to the divorce decree. He set me up with all new accounts and gently walked me through every new transaction. I am so very grateful for all his hard work. When I decided to move from Illinois to Florida, he assured me that he would be able to maintain our connection and support. He did not disappoint. He initiated numerous video calls and phone contact with me to ensure that all my new accounts were in order and that I understood the contracts and how it would benefit my retirement plan. His patience with me, his knowledge, and his professionalism are to be commended. I will certainly remain a loyal client of Goldstone Financial Group and Jared Rus!”

4.8 Superb88 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 Superb23 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 Superb14 Reviews

“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!”

4.7 Superb36 Reviews

“Agatha was incredible to work with for our first time home buying experience in an extremely competitive market! She was so easy to get in touch with and made us feel comfortable every step of the way. Agatha was extremely insightful and accommodating from the moment we had our initial call with her to after closing. We would recommend Agatha & US Financial!”

4.6 Superb44 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.”

4.5 Superb43 Reviews

“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!”

4.3 Superb13 Reviews

“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!”

3.4 Good5 Reviews

“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!”

3.2 Average18 Reviews

“I read some of these reviews and don't want to discount them but from my experience and I've been to this location several times, this branch was very helpful and professional. The staff there was able to assist and behaved in a professional manor, that is all one can expect.”

3.2 Average14 Reviews

“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.”

2.3 Poor16 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”

1.9 Poor35 Reviews

“I opened a savings account with Alliant Credit Union because they offer great interest rates on their savings accounts and auto loans. I the account for several years but decided to close it. The banker/rep I spoke to was so kind and helpful and handled the transaction quickly and efficiently.”

1.8 Poor184 Reviews