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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.”
“The “Goldstone family” is bar none, the best financial group out there! The staff are all authentic, they value & treat all their clients with respect & do a great job successfully managing our finances! The occasional events are a treat & we find very beneficial to meet others’ in the same “boat” as us, to get feedback, ideas & hear their experiences with Goldstone, which we’ve only ever heard be positive!
A class act & very good at what they do!
Joe Davidson is our guy - and we couldn’t be happier with the job he’s done! Thank you, Joe. Thank you, Goldstone!”
“I had the opportunity to speak with Jason today, and I couldn’t be more grateful. I was a little nervous going into the conversation, but he made it so easy and comfortable right from the start. He was incredibly helpful. Jason truly focused on understanding my goals and offering an honest, thoughtful assessment of my situation.
After our conversation, I feel more confident and clear about the path ahead. It’s reassuring to know I’m on the right track, and even more so to know that Jason genuinely cares about helping me move forward in my Baby Steps to reach my goal.
Thank you so much, Jason, for your time, guidance, and encouragement. Your support made a big difference!”
“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!”
“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”
“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.”
“Mrs. Lilia gave us a lot of information about the insurance, she helped me change my insurance and explained its benefits well to my husband.
Excellent person”
“Jim and Karen take the time to help you with your taxes and your financials they do this with a very friendly staff and in a timely manner I have been going there for over 20 years I don't want to use anybody else they get the job done right and is very helpful with any questions we have”
“Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!”
8:30AM - 4:30PM
8141 N Milwaukee Ave, Niles
Financial Advising
“Michael Rieck helped me get through some unfiled returns. He was kind, educational, and extremely helpful in navigating all the steps to clear up my past debt. I highly recommend him.”
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.”
8:30AM - 5PM
500 W 22nd St, Oak Brook
Financial Advising
“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
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.”
“Called Inspira 2/12/24 (Formerly Millennium Trust Company) -
My former employer rolled my 401K into Millennium Trust Company, who charged annual maintenance fee & Paper statement fee.
Called to speak with someone; auto attendant is set up so that it is difficult to speak with a live agent. After several attempts was placed on hold in cue w/estimated 1 hour wait time.
Update: Frank (Manager) from Inspira reached out regarding my concerns. Resolved all account issues & explained options re: transferring balance to a like-account. Also resolved some fee issues. Very professional and informative. Thanks Frank!”
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“Been coming here since high school, close to retirement now. Cristina A has been helping me lately and she speaks my language. Nice surprise! She is very patient, knowledgeable and never forgets about me as a customer. Every time I walk into the bank she has a smile on her face, and beyond that smile is a wonderful caring human being.”