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“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!”
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.”
“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.”
8:30 AM - 4:30 PM
621 Plainfield Rd, Willowbrook
Financial Advising
“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”
8AM - 5:30PM
1776 S Naperville Rd #206a, Wheaton
Financial Advising
“Jonlyn & Associates is always professional and very helpful with my tax needs and preparation. They are very knowledgeable and customer-service oriented. Thank you for being so!”
“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!”
“I use the Northlake Illinois US Bank on a regular basis, (3 years now) I have always received great customer service by the manager and staff, all of my questions and concerns have been addressed by the team members. They are extremely professional and are quite knowledgeable regarding bank procedure's as well as great customer service. They always go above and beyond to insure that I am happy with my bank experience before I leave. It is my opinion that this branch would describe the standards that all banks should follow by example. I believe that the bank manager and employees should be commended for their competence. I am so grateful for all the services that this branch provides me with. I regularly recommend this bank to my friends and family members. Dennis W”
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.”
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“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!”