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“Very helpful, honest, trusted,
experienced, and understanding. What else can a person ask for.
Was recommended by a family member.
Thanks family member!”
“I really can't say enough good things about Robert and his accounting services! He makes it easy to understand the financials of my business, provides invaluable advice to grow my business, and stays up to date on all the tax code laws so I don't have to. Our monthly meetings are also a great way to check in with everything and see where improvements can be made. Highly recommend!”
“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.”
“Just completed an introduction meeting with Mr.Douglas Schaen. We are proud to have opened a new business and had lots of questions regarding accounting and taxes. Even though we are still shopping around for a firm to work with, Mr. Schaen was very helpful in offering some insight to help us take the next step. I would recommend Kaizen CPAs + Advisors to any established business. Thanks again.”
“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!”
9:00 AM - 5:00 PM
28 E Peter Ln, Hawthorn Woods
Financial Advising
“From the first time I walked in they were extremely accommodating. They answered all of my questions (of which there were many) and helped me set up my account. I've been back to the branch a couple more times and they are always eager to help and have a great attitude.”
“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”
“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”
“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.”
“Barb took over my tax returns during Covid and I have been very pleased working with her & Seth ever since. They are prompt, efficient, and very knowledgeable with everything I need to get it done every year now. Blessings from heaven to people and companies with the integrity like BJS!”
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!”
“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.”
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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“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.”