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“WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.”
“Robert is a unique CPA and accountant. He is only one of a few CPA's who meet their clients at their place of business. He is not just a tax preparer, he is invested in his clients' success that's why he meets with them regularly throughout the year.”
8:30 AM - 5:00 PM
540 Lake Cook Rd Ste 450, Deerfield
Financial Advising
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
9:00 AM - 5:00 PM
28 E Peter Ln, Hawthorn Woods
Financial Advising
“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”
“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.”
8:30AM - 5:30PM
466 N Green Bay Rd, Waukegan
Financial Advising
“GLCU staff and customer support is excellent. They are helpful, kind, patient, and knowledgeable. My dog got a treat in the drive through one time also which was fun!”
“Me and my family have been coming to this credit union for years. I stopped by the other day and Liliana helped me so much and was so welcoming and sweet. Definitely satisfied”
“It's a nice place to do your banking they whit your finances and they make sure that you are happy business with them a nice place to have your savings and checking they are willing to help you”
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““I can’t recommend Carlene Abraham enough! Her expertise, professionalism, and genuine care for her clients truly set her apart from previous advisors that I have worked with.
From our very first meeting, Carlene took the time to understand my financial goals, challenges, and priorities. She provided clear, personalized advice and created a comprehensive plan that aligned perfectly with my needs.
What I appreciated most was how approachable and patient Carlene was. She explained complex financial concepts in a way that was easy to understand, ensuring I felt confident in every decision we made. Her proactive approach and attention to detail have given me peace of mind, knowing my financial future is in excellent hands.
Thanks to Carlene, I’ve seen significant progress toward my goals. I truly value her guidance and couldn’t imagine navigating my finances without her. Highly recommended!””