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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!”
“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.”
“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.”
“I have used Robert B. Fisher for over 30 years in many businesses that I’ve owned and operated trough out the years. I relied successfully on his expert advice, always up to date with the ever changing IRS codes. He’s on time, proactive and very efficient. I recommended him to my family, friends and associates. I highly recommend him!!!”
8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”
“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.”
“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.”
“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”
“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.”
8:00 AM - 5:00 PM
500 Lake Cook Rd Ste 300, Deerfield
Financial Advising
“Agatha was very kind. We asked for help with a house loan. As new buyers, we needed a lot of guidance and she was always willing to answer any questions we had. She also speaks Polish! She was super fast and worked out any issues we had. US Financial as a whole works very hard and we knew we were in good hands, both with her, her brother, who was our financial advisor, and her father who does our taxes. Having everyone all in one place was super convenient, and helped ease our stress when dealing with a lot during our buying process. I will definitely come back when rates go down and I’ll need assistance refinancing my house.”
8:30AM - 5PM
675 N North Ct #450, Palatine
Financial Advising
“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.”
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
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.”
“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”
“I had such a great experience working with Sagar Sheth on my retirement plans. Sagar was knowledgeable and patient, answering all of questions, making me feel very comfortable with information that I am not all that knowledgeable about. I know that I’m in good hands with the staff at this particular Schwab location. Kathy Borkovec was also a huge help with getting things started. The communication from Sagar and Kathy was extremely impressive, and I highly recommend their services.”
8:30AM - 5PM
11545 W Touhy Ave, Chicago
Financial Advising
“Banking exclusively with Alliant for 5 years. Excellent UX, great mission behind the company, you can feel good about where you keep your money. And tons of hidden perks like covering overdraft fees. I've never had to pay any of the ridiculous fees associated with basically every other bank. Alliant is excellent.”
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“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 :)”