Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

This company has had my money for 3 years without doing anything. They keep promising things are…read moreabout to happen, but then someone else in the company says they are still waiting for additional investors. This project was projected to take less than 6 months. After a year of waiting I requested my funds be returned. They refused. Again at the 2 year mark the same thing. Don't tie your money up with this company. Very Shady.

From the owner: Being in an industry with a stereotype of poor accountability, integrity, and communication, Joe…read moreand Brett Revelle take pride in knowing their family gives their partners peace of mind with quality prospects and full transparency. With an ever growing global energy market, and rapidly depleting supplies these are exciting times to be in the forefront of today's independent oil and gas producing companies.

I've been a client with Jim for 5 years. He's always quick to get the information I need or…read moreprovide his thoughts on an investment I'm looking at as well as providing general financial coaching. The investment account that he manages for me has performed better than S&P500 returns consistently. Happy to be a client and look forward to seeing what heights this money can reach.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Patrick is a thoughtful, trustworthy, and honest financial professional. He has a true dedication…read moreto his clients and makes time to help them and their families. Patrick is very knowledgeable about investments, market conditions, and financial strategies. He is not only a well versed financial advisor but also, a good friend. The most important thing a financial advisor can be is accessible, and Patrick is just that. Patrick will walk you through every step and make sure you understand what exactly is happening in your accounts.

I have been a client of Patrick O'Connor at Wells Fargo in Algonquin for many years. Patrick has…read morebeen very helpful in managing our investments and finances in general. Patrick is very knowledgeable about the markets and investment strategies. Above all he is trustworthy and full of integrity. I would highly recommend Patrick to anyone looking for complete financial services and advice. John H.

I've been working with Jeanie Perry for four years, and every season she's delivered professional,…read moreefficient, and accurate results. My circumstances have shifted, new jobs, growing family, even employer withholding errors, and she's guided me through each challenge with clarity and confidence. On top of that, her services are very reasonably priced and the value she provides is outstanding. I trust her completely and highly recommend her to anyone seeking reliable tax support.

We used Jeanie this year after my mom passed away and we were grateful to have found out she used…read moreher in the past so knew my mom's history. She agreed to do our taxes at the end of February. I was in contact with her throughout the tax period making sure she had all she needed leading up to the 4/15 deadline. Not only did she miss the deadline, she didn't communicate if she filed an extension. She left the office, didn't return calls nor return emails for approx 14 days & left us in the dark "after a grueling tax season and needed a vacation." I have never seen anything so unprofessional. This delay has lead us to pay multiple penalties to the US and state governments since we owed money and it wasn't filed on time. When she finally does decide to reply it's one excuse after another - vacations, slow seasons, busy season, lack of staff. Her negligence cost us time, a lot of money and stress!!! I do not recommend her whatsoever and regret working with her during an already emotional time in our family with the passing of our mother.

There have been numerous lawsuits against this company. Their stock has been devalued as a…read moreresult. We engaged Michael Heatwole as our financial advisor. He invested our Ira's into mutual funds that lost money After assuring us the return would be better than the Vanguard Wellington funds they were currently invested in. He invested our IRAs into bond mutual funds that lost more than 2% while the Wellington increased in value by 3% during this time period. We withheld one third of our assets in cash until we saw a positive return. We then discovered that Waddell and Reed was charging a 1% fee just for holding the cash. Michael admitted he failed to tell us this. He then turned the matter over to their compliance department. The response of their compliance department? We should have read the fine print on their contract document-- a document we never received. Michael failed to perform his fiduciary responsibility in failing to inform us that his firm was charging a hefty 1% fee on a significant amount of cash in our IRA. I would stay away from this firm and Michael Heatwole.

Poor service at the Schaumburg, IL office. No communication. No assistance from managers, either…read more My previous adviser retired and SOLD my account to a rep who "just doesn't care" who was After 30 years investing with Waddell and Reed, I have lost confidence. If you invest with these people, beware.

These guys are absolute life savers. I started off this year doing Turbo Tax after hearing rave…read morereviews but something didn't add up when it said I owed the state $1600 and was getting little back in return. Not only did they solve that problem, but they went back over my previous few years' worth of returns and found an extra $600 I could claim. Overall, I'm getting about $2500 back from the government and I couldn't be more thrilled. I'd recommend Monotelo to anyone, especially my fellow firefighters out there!

From the owner: Monotelo Advisors is a tax-centered wealth management firm with expertise in tax preparation, tax…read moreplanning and wealth management.

My parents had their personal taxes AND business taxes done by the same CPA, Glenn, for many many…read moremany years. We have had our taxes done by Glenn for many many years. Can drop off the year's tax documents in January/February, and/or make an appointment if any questions or guidance is needed. Always THE BEST!

My husband and I have had excellent experience preparing and processing our tax forms with Glenn…read moreand his team at Crystal Lake Tax & Financial. They provide a Tax Checklist that helps us to organize our documents. They also estimate the tax implications of ROTH conversions in the future. Working with Michael S., we've developed a Plan to manage our tax-deferred savings by understanding the implications of withdrawals in the future during potentially higher tax rates and impending RMDs. Michael and his Team provide educational newsletters, webinars, podcasts, books, and radio shows on retirement success, stock market behavior, interest rates, social security, and estate planning. We've been pleased with all of their services and wouldn't hesitate to recommend them.

The wonderful people of M. Sweazey & Associates always take care of my needs and help me in…read moreevaluating the best insurance solutions. They have been my agency of choice since 2004. Mike Imm is friendly and knowledgeable and truly cares for my family's well-being. The staff are also tremendous, especially Jessica who goes above and beyond to ensure you are well cared for and questions are answered at lightning speed. Very easy to talk to and work with. I truly know I am in good hands.

From the owner: Insurance is unlike any other product out there - you pay for it and hope you never have to use it…read more And that makes paying more than you need to that much more uncomfortable. With a policy from Allstate, you can help keep your insurance costs low with the wide variety of discounts we offer. Keep in mind, not all discounts are available in every state. The best way to get all that you qualify for is to get an insurance quote specific to Barrington. You can get a rough "ballpark" insurance quote from many companies online, but talking with an agent allows you to ask questions and get a quote for coverage that matters most to you. An agent can prepare a quote that details the coverage, deductibles (your portion of a loss) and cost (premium) of your insurance policy.