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8:30AM - 4:30PM
479 E Business Center Dr Ste 109, Mt Prospect
Financial Advising
“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!”
“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.”
8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.”
“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.”
“Very helpful, honest, trusted,
experienced, and understanding. What else can a person ask for.
Was recommended by a family member.
Thanks family member!”
“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!”
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
“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.”
“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”
“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”
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.”
“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”
“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 - 4:30PM
8141 N Milwaukee Ave, Niles
Financial Advising
8AM - 5PM
8204 W Oakton St, Niles
Financial Advising
“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”
“Great staff, they served me quickly and kindly, I'm happy to start this new business. And yes, I'm taking control of my future, working with responsibility and hope, not just chasing wealth, knowing that it's not the ultimate goal. Instead, it's the fuel to accomplish positive things for myself, my family, my church, and society.”
“Thank you so much to Laura M. for helping my wife and I set up some new accounts and consolidate accounts across several brokerages. She made a complex process seamless and we appreciate her assistance!”
7AM - 8PM
11545 W Touhy Ave, Chicago
Financial Advising
“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.”
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“I have been a client of APC Financial Group for several years, and their exceptional service has been instrumental in achieving my financial goals. Their team, led by Tony Canonaco, offers a comprehensive approach to financial planning, seamlessly integrating tax consulting, wealth management, and investment services.
What sets APC Financial Group apart is their personalized attention and commitment to understanding each client's unique needs. They take the time to explain complex financial concepts in a clear and understandable manner, ensuring I feel confident in my decisions. Their dedication to building long-lasting relationships is evident, and I truly appreciate their unwavering support.
Thanks to their guidance, I've successfully navigated significant financial milestones, including retirement planning and investment strategies. I wholeheartedly recommend APC Financial Group to anyone seeking a knowledgeable, dedicated, and trustworthy financial advisor.”