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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
“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”
“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.”
“My wife and I are very happy with our dealings with WEG. They've been responsive to our questions and needs, and seem genuinely interested in our financial wellbeing. Our only concern has been due to a few recently employee changes, but so far, they've come thru on everything.”
8:00 AM - 4:30 PM
621 Plainfield Rd, Willowbrook
Financial Advising
8:30AM - 4:30PM
1119 Wheaton Oaks Ct, Wheaton
Financial Advising
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!”
“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!”
“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.”
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.”
“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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“Goldstone made our IRA rollover process incredibly smooth and professional. Their team kept us informed throughout, handled all the paperwork efficiently, and made what could have been a complicated process feel easy. After seeing the care and attention they put into my wife’s financial plan, I was confident moving my own accounts as well. The experience reinforced that we made the right decision in choosing Goldstone.
All in all, our experience has been absolutely wonderful - from the professionalism and customer service to the great social and educational events and the personal touch they bring to everything. We will absolutely recommend Goldstone to friends who are around retirement age and looking for a safe, knowledgeable financial institution to help guide them.”