RR Financial provides outstanding service from start to finish. They are professional, responsive,…read moreand incredibly knowledgeable about individual tax filings. Every question I had was answered clearly and promptly, and they take the time to explain deductions, credits, and filing options in a way that was easy to understand. What stands out is their attention to detail and commitment to accuracy. They carefully reviewed all documentation, ensured compliance with current tax laws, and made the entire process seamless and stress-free. I felt confident that my return was prepared thoroughly and submitted correctly. We have used their services for both business and individual accounting. Their efficiency, integrity, and client-centered approach truly set them apart. I highly recommend this team to anyone seeking reliable, expert assistance with completing annual tax returns.

The first year I had Roger do my taxes, the experience was incredible. I came out owing a lot less…read morethan I thought I would. Everyone in the office was extremely nice. Roger took his time to sit down and explain everything to me in detail. The second year, however, was not the same. I sent in my paperwork for my taxes. I had to keep calling to see when it was ready. It took quite awhile. While I know it was a very busy time, keeping me informed would have been helpful. I was finally told they were ready to sign and pickup so I set up an appointment. When I went in, they said I just needed to sign and then pay them their money. I wanted to speak to Roger but they asked me what it was about and when I told them, they said that would be a financial matter and I would need another appointment and to pay for that. What!!! I'm in there about my taxes and have questions regarding it and future taxes but I can't see Roger about that without incurring additional fees? It was very upsetting to be treated like that as a client. I won't be going back there. He charged almost $200 to do a simple return when I could have went to AARP's tax sites and gotten it done for free. It wasn't that complicated. I wont be back again to RR Financial and I do not recommend them.

Dan has assisted my mom for several years on her taxes and has also managed some financial assets…read moreas well. He is reliable, helpful and accurate - always accessible when needed as well. His advice and direction regarding my mom's retirement portfolio was well planned and thought out.

Daniel was our first human tax assistant (and not a CD!). Any concerns we might have had quickly…read morevanished when we learned that he was polite, professional and very knowledgeable. More so, he is a gentleman, and someone we would choose to work with. He did a great job with our tax return and we were completely satisfied. You have new loyal customers in us.

Tom has done a bunch of policies for me and continues to earn my business. He seeks to understand…read moremy circumstances so that he can recommend the best options, including those that may not show themselves immediately. And he wants to get things right. Highly recommended!

Manno Group did an excellent job helping me with my insurance. Their rates are very competitive,…read moreand their customer service was excellent. I called Tom at the 11th hour for insurance and he took care of everything right away.

Since Covid times, service has improved immensely. I can normally get a human to help me on the…read morephone within a minute. Website is quite useful as well.

I recently found myself unemployed at 64 and 1/2. Retirement fits me well! After 35 years at my…read moreemployer it was time to rollover my 401/k. Made the decision to stay with Fidelity but needed more options then my employer was offering. Fidelity had everything I needed and made it very easy. Oak Brook office was easy to get to from home, office was modern and clean. The people were very nice, no complaints.

Had an issue with a money order I had deposited into my brokerage account. While the issuing…read moreinstitution was continuously horrific to work with, the people at Schwab made every effort to provide a cure for the issue. This is my first review of anything, ever. That's how much their support meant. Thanks to Kevin, specifically. This event occured back in February 2010 ,and his professionalism has stuck with me. Really appreciate it!

Every experience I have at this branch has been positive. I have been a long-time customer at this…read morelocation and Sarah Lubas at the front always goes the extra mile to help and make my experience as easy as possible. She is helpful, personable, and always knows how to resolve every situation. I highly recommend this establishment because of the high quality of service from people like her.

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.

Unprofessional, unethical, scam by definition. Then when you ask to discuss the fraudulent and…read moreunauthorized new account she set up rather than deposit the check sent, designated in writing, into the account it belongs. She claims she can not discuss it over the phone so I say that's fine I can come in to her office some time next week and discuss it and she starts acting belligerent about how I'm threatening here?! Wow, considering she is misappropriating thousands from the passing from my late father, a former federal chief of police and veteran, this is only the tiniest beginning of the information sharing tour I'm about to go on. Doesn't have a professional bone in her body, misuses clients money for her own financial benefit which by definition is fraud. Just a gross human.

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.

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.

I was billed $475 for information available in taxes for dummies book. I did not know my…read moreintroduction call was billable. I never agreed to any rates or told what her rates are. Watch out, her self worth is plus $300 an hour. My wife paid the bill to stop harassment calls to her cell. I reported her to BBB. Be careful. Get a statement of work. Do not engage in any conversation unless you know in advance if this discussion is on the clock (billable). Turbo Tax is better, faster and much less expensive.

I had to file an amended return due to a change in tax law. I called and emailed the first 10…read morecompanies listed in google search results. Of the 7 Where I got a live person they said they were not taking new clients, the rest have my message in a voice mail box they never answered. I finally reached Strauss Tax Service and explained my situation. They quickly met my needs. I was expecting to get raked over the coals for needing help. Instead I received timely professional expertise at an extremely reasonable price. I cannot express how grateful I am and how impressed I am. Every once in a while in life you get lucky and are fortunate enough to run into someone as amazing as Judi Strauss. There is no one else that is worth calling because they will never be as willing to be as helpful and genuine as Judi Strauss, you cannot buy her level of caring and concern.