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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.”
“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 :)”
“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”
“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.”
“The Tranel Financial Group is excellent. The customer service is superb. The staff is very professional. I love my advisor Joey. He listens to my financial needs and goals. This is the best Financial Group thus far. They are beyond the 5 stars.”
“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.”
“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.”
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“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.”