I received an email today asking me to review Michael W who is with this company. Michael prepared…read moremy taxes for the year of 2022. Shortly after he submitted my taxes the IRS sent me a letter stating there was an error. I sent an email quickly to Michael and was assured the IRS was wrong. In the following months I received more IRS letters. Each one forwarded to Michael. Emails sent and phone calls made. I have kept a few of them. I then got a letter from the IRS stating they would freeze my accounts, I owed them thousands of dollars and hundreds in fines. I contacted a tax attorney, and his wife is an accountant. Within a week they found the error Michael made and ignored. I had to pay IRS not get a refund. The attorney was able to get the fines removed. I wasn't going to contact Michael again. I just wanted to forget this horrible ordeal. Then today he sends me an email inviting me to join his network and give a review. Here it is. If Michael wants to hear the voice mail he sent me I have it saved. The emails he sent? I can forward them to him. The corrected IRS papers, yes I have them. Extremely disappointed. I could've done better on my own with turbo tax.

Mike is extremely knowledgeable and always goes above and beyond for his clients! Very trustworthy…read moreperson, I would recommend him to anyone wanting financial advise, investing, or a peace of mind from a great person!

The accountant in this firm puts so much effort in the preparation of taxes, doing research on each…read moreof the issues or questions. She is a CPA with great knowledge. I am very satisfied with the accounting services and customer care.

Mr. Bentley gave excellent service! I started a new business I needed insurance. I called around…read morefor weeks and got a few quick empty knowledge quotes or no call backs. Mr Bentley was differen, he knew all the ins and outs, was informative and knew where to look to get me the best premium. Yes it took a few days, and in the end my business is properly insured, Plus now I have a great relationship with a great insurance agent that has decades of experience. I 100% recommend him!

After several weeks of attempting to get my insurance premiums reviewed by Tom Bentley. I received…read morethe below email from Tom Bentley. I consider him to be rude, unprofessional, unresponsive and should be avoided. Mr Bentley's email response: What happened to switching to Shawn Johnson, he seems to be "closer to you" and he also seemed like a very nice agent? So now that you are hopping over to Steven Hay, did you tell him once that he has shown you how he can help that you are going to take his numbers and "shop the market"? I'm sure he will appreciate how he has wasted his time on you!

There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

Staff are always professional and helpful and in great moods. I look forward to going in.read more

Ill make this short but sweet. My family has gone there for years, and I recently was in the past…read moreweek to order checks and make a deposit. Gwyn Joanie Colleen and Jermey are a great crew. I have other accounts with other banks, and I continue to go to the Wheaton location because of the staff. Thank you to all four of you.

I have been using Bud for the last 8 years for my business and personal taxes. He is extremely…read morethorough and patient ( he always has to spend extra time straightening out my messes..lol). I highly recommend Bud.

I can't say enough good things about this office. My representative even gave me their personal…read morephone number.

Long and short of my experience for the 10 years we were with farmers insurance, specifically…read moreRobert Egizio branch. Maddie was a delight in every way and handled all our insurance needs Having said that, I finally against my husband's wishes (because they knew each other for a long time) I got a quote from State Farm. State Farm 2,471.16 a year. Farmers 4,753.49 a year. Different of 2,282.33. Same exact coverage! In 10 years he overcharged us. 22,823.30.

Robert and his office have been great ! they have always been patient, courteous, and prompt with…read moremy myriad of inquiries. they have good, reasonably priced policies. I would highly recommend them. Annette -River Forest, IL