I have known Rick for many many years. I have used his services and would highly recommend you find…read moreanother financial advisor to assist you with your needs. Rick is very difficult to work with and makes decisions with your money that best suites him. Stay away, you will be much better off finding another advisor. Rick should be working as an accountant in the basement of a building, not working face to face with clients. Trust me, he has the personality of a rock and will put his interests far above your own

Have been coming here to do my taxes for a few years now. Best pricing around. Considering getting…read moresome other financial services through this company to experience other areas of expertise they offer.

From the owner: Financial Planner, Financial Consultant,…read more Tax Preparation, Tax Preparation Service, Investment Service, Retirement, Medicare

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.

We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

We used Tom and his company Gemini Coin for a family estate sale. His specialty is coins. He is in…read morethe middle market for such coins and will take it via an individual sale or bulk. He was honest, fair and helpful as we went through the process. We highly recommend him.

From the owner: Gemini Coin Investments is a coin and currency dealer located in Suffield, Connecticut. Thomas…read moreModzelesky Jr founded Gemini Coin in 1981 and has bought and sold rare U.S. coins & currency locally and at auctions and shows throughout the country. Tom is an expert appraiser and can verify the authenticity and condition of important coins and paper money in your collection. He has worked with many attorneys and financial institutions to do estate appraisals or to purchase small to very large accumulations and collections. He is a member of leading numismatic organizations including CSNS, FUN, NENA and is a life member of the ANA. NGC and PCGS authorized dealer. Will travel to your bank, home or business at our mutual discretion. All transactions are strictly confidential and are conducted openly in a fair and honest way. References are available upon request.