I have accounts at Schwab and 2 other investment firms. Each of them have slight differences in…read morewhat they offer and how customers interaction works; Schwab has some features I like better than their competitors, but because I deal mostly online, I don't speak to a local advisor often. When I do need to make a trade through an advisor, I have always found the representatives I talk to are very helpful.

Normally, when I "talk to Chuck" it's through the interweb or over the phone. Chuck is really good…read moreabout picking up the phone. He won't send you to voice mail or text you back because it's too loud in the sports bar. So anywayz, recently I needed to "talk to Chuck" in person. I had some business and dealings and tasks to complete. Chuck hangs out on Lasalle, but don't get all "ohhhh that's right near McLadden's and that bar bottlenecks like no other... EWWW" because it might as well be worlds away. I recommend Chuck.

Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

Extremely helpful and knowledge. Roger,Judith and Dylan are the best. Explain everything in…read morelanguage you can understand. Been using them for years and highly recommend.

Love love love this family run business!one stop shop for taxes Medicaid investments!they have been…read moreextremely helpful with all my mother's investments have so much trust in this group!