Had used him many years. Ultimately dropped him. Poor record keeping, average at best…read morerecommendations on funds coupled with load fees and higher expenses, etc. Ultimately moved assets over to Fidelity Investments and between premium advisor and better tooling, returns got much better.

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.

This is without question the best accounting firm I have ever dealt with. We use it for both…read morepersonal and business matters and now both my son and his wife and daughter and her husband use them. They are accurate, quick and in step with all current tax law changes. Perhaps more importantly they are sympathetic when we might be less than prompt, less than organized and less than thorough. It cannot be said we make their job easier, but they always rise above our vagaries. Nancy K.

I have been with this company over the years and they always do an outstanding job! I was with…read moreJerry cohen but when he retired, I am now with David Ledas. Every January, I receive a booklet with previous year information and then I follow along for this year, so easy , step by step to do. Their response time is super fast and always accurate! They work well with my financial team at Morgan stanley so that my accounts are are done on time and precise. I highly recommend this group, especially David Ledas, who is my personal accountant, always a great job!! Very happy customer!!

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.

Found Melissa while at my dentist (same plaza) and she is a veteran to the community and…read moreunderstands both personal, business, and joint taxes. I have an especially complicated year with real estate, property, investments and other large changes including how I get paid from an employee to sole proprietor, business owner, etc as well as a independent contractor. She took on all of these large tasks for a seemingly reasonable rate. Will hope to retain her for many years to come.