My go-to resource for all your buying/lending needs, as well as insurance & long term care. Todd…read moreSchwartz, a phenomenal morgage broker who has processed my own loans & continues to supply my clients with the same, as well as insurance & financial wellness products - FREE to you!!! How can you go wrong????

My company enrolled in a 401k through this company. They were completely hands-off through the…read morewhole process even though no one in our company knew what steps to take or what needed to be done. Specifically Peter Gottstein ignored office admin's email trying to resolve issues. Then when I left the company and he was still listed as financial adviser on my 401k I contacted him to find out what my options were with my 401k. It took 3 emails to finally get a response. He briefly listed off my options- one of which was to withdraw the money and pay tax and a 10% penalty on it. SO I did that because I didn't have another 401k to roll it over into and didn't care to open one. He immediately pawned my requests off to his assistant who knew nothing about our 401k plan, nor had access to it. Turned out I took a 75% penalty plus taxes! He didn't mention the vested interest hitch I would incur if I withdrew the funds. That would have been nice to know! He's a prick. THis company is BS. DOn't bother if you care about your money.

I have been a client of GCG for a number of years and my advisor has been great in helping me with…read moremy Financial Planning needs! Highly recommend.

I have been a client of CTS since the 70's when Todd Much began his business in Chicago as a tax…read moreplanner and preparer. Over the years he has expanded the business to include individual financial planning for the individual. They managed my portfolio closely and successfully so that I was able to retire when I wanted and travel extensively. Although my travel days are coming to an end I feel totally prepared for the rest of my life. The staff now enlarged and covering more bases still provides the personal service I am so comfortable with. I highly recommend them.

The team at CTS is awesome. I highly recommend them. Taxes stress me the heck out. They not only…read moresave me money, I feel good every time we talk. Working with them has been a sign of relief.

I have been using A&A for years to handle the accounting for several business of mine and I…read morecouldn't be happier. Yass and Dalia are experts in their field, very responsive and consummate professionals. I highly recommend their services.

Lj Soldinger is a top notch International CPA firm that operates with integrity and professional…read morein every way. If you want the best then this company is the right choice. They handled my complicated tax issues with no hassle and in a way that was most beneficial to my family trust.

This is a great company to work with. They not only will invest your money in the proper funds…read more They sell all types of insurance. My financial planner is the best..and his son is a specialist in all Medicare Insurance. They are the best...always return your calls promptly. Since the crash of the market..we have been with them..and we have recovered some of our portfolio. I highly recommend this firm. You CAN trust them with your investments.

Sandee is the accountant you want. If you're a freelancer she's got tons of super helpful advice,…read moreand she's super sweet. What a nice woman! You can feel good about referring your friends to her as well. She's been doing my dad's taxes for about 20 years. Wow.

These past reviews are almost 10 yrs old! I would not recommend…read more I am in need to talk with the owner but the front desk will not allow. I was given every excuse that Sandra no longer comes into the office, I asked to speak with her by phone but she does not do that either?? I spoke with her son but was not helpful as he does not do taxes I have used this company for many years for my tax return. In May of 2026 I was made aware for a piece for tax info was not submitted with my yearly return and needed to submit an amendment. William said he would take care of this , charged me a fee and indicated I would be getting an additional return but may take up to 10 weeks per the IRS. I came into your office in late August as I needed to clarify if my amended tax return from May was actually submitted. Sharon was there on the phone and never even acknowledged by existence. I sat and waited and after 30 min, I finally interrupted her to ask if I could speak to someone in office she said no one was there and she was busy on the phone with her computer person because the internet went down or ? I was then given an appt for the following week as my tax person was not available. Needless to say if you have questions outside of tax season there is no one in the office to help you. I received a call from William the last week of Oct asking if I had heard from the IRS- I had not. He indicated I would be getting a letter soon and to contact him when I received this. I am now trying to get this letter to William but he is out of town and not sure when would be available- ?? The amended return indicated I would be getting additional monies however the letter from the IRS indicated that I would owe a substantial amount and due within 2 weeks- again no one in the office to explain the change in what I was expecting vs what I now need to pay. Sandra if you are aware of all this please contact me William and Sharon have my contact information When there is an issue or need for follow up - good luck Vey disappointed

I have been a client of DeRose for more than 30 years. I'm grateful for their customer service,…read moreendless patience w me and guiding me in the right direction all these years. Their knowledge and advice far surpasses any other financial planning group out there. I trust Karen!!!!