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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.”
“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”
9:00 AM - 5:00 PM
28 East Peter Lane, Hawthorn Woods
Financial Advising
8:30AM - 5:30PM
466 N Green Bay Rd, Waukegan
Financial Advising
“Thank you so very much Tower loan For the opportunity to apply with your company, My situation did not turn out the way I had hoped but the experience with dealing with Tammy was all worth it ,She showed a lot of concern and compassion towards my situation and advised me to handle the things I need to and to apply again in the future I do feel stronger and better and would definitely be revisiting With your company... Keep up the good work ask everyone I came in contact with was very professional thank you Tower loans”
“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.”
8:30 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.”
“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”
Financial Advising
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“I can’t recommend Carlene Abraham enough! I went in feeling pretty overwhelmed by all the investment jargon, but she broke everything down so clearly. She truly knows her stuff inside and out. I walked away not just with a plan, but with a real understanding of my options. If you need someone informative and sharp, she’s the one.”