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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!”
11AM - 7:30PM
11950 S Harlem Ave #202-1, Palos Heights
Financial Advising
“We consider Tim Clark of Clark Financial Service to be the best CPA we have ever used. We have used him now for quite some time and come to him from the North West Suburbs to do so . He is also listed as A + on BBB.”
8:00 AM - 4:30 PM
621 Plainfield Rd, Willowbrook
Financial Advising
“Mrs. Lilia gave us a lot of information about the insurance, she helped me change my insurance and explained its benefits well to my husband.
Excellent person”
“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.”
“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!”
“Been coming here since high school, close to retirement now. Cristina A has been helping me lately and she speaks my language. Nice surprise! She is very patient, knowledgeable and never forgets about me as a customer. Every time I walk into the bank she has a smile on her face, and beyond that smile is a wonderful caring human being.”
8:30AM - 5PM
500 W 22nd St, Oak Brook
Financial Advising
“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.”
“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!”