I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

Chad is a top notch professional who is knowledgeable and friendly. He explains everything and he's…read morealways available to answer questions!! His administrative support staff is equally responsible, respectful and helpful!!!!

Great person & office to deal with. Explains all investment options. Old school service with…read morecurrent investment options

This is where money goes to die. Not helpful, smart or conscientious. Could not access the trading…read moreplatform. They never offered an advisor. I was with this dysfunctional firm for far too long.

Sloppy, unprofessional, rude and incompetent employees. Someone at this branch in Highland Park…read morealtered a legal document to which I had affixed my signature. This unlawful action could have potentially permitted someone to transfer money out of my account. Prior to my learning about this egregious act, I asked at the Highland Park branch to speak to the manager. I was refused by the receptionist and told that the manager was in a meeting. Then, the receptionist informed me that in order to speak to the manager, I must make an appointment. The Fidelity employee who was initially involved in this interaction passed by me several times without acknowledging me or even asking if there were any more problems, since I had previously informed her that on the first document she sent me for signature that she had misspelled my name and had also entered the incorrect bank routing number. This is no way to operate a financial services business.

This company was sued in 2023. Multiple unnecessary…read moreannuities were sold for the sole purposes of generating commissions. This is called "churning" it was very disheartening to learn of this misrepresentation sadly following the owners suicide.

My wife and I have been with MJA for some 15 years, and we are as happy as we can possibly be with…read morethe financial advice and care their team has shared with us. We have followed all of their recommendations, and we are on track to retire accomplishing all of the goals MJA and we set together so many years ago. We consider, Marc, Wendy, Michael and their entire team as family. We talk regularly, even if they're just checking in with us to see how we're doing. Anyone who gets the opportunity to work with MJA will be very, very fortunate. In a world with a lot of bad advise and noise, MJA rises above the rest with sound, considerate, excellent advice!

Buyer Beware! Promises made on the annuity return was 10-12% for the first year and compounded…read moreevery year after. At the recommendation of this financial group we took the stocks they picked and had less than 1% return for the year. Sorry to say we lost thousands of dollars. They sell what They make the greatest commissions on.

From the owner: We specialize in helping individuals plan for a comfortable and financially stress free retirement.read more

No one ever picks up a phone at this location. This forced me to drive 70 miles to them only to…read morefind the front desk people NEVER answer any calls! I am transferring to Interactive Brokers. They have awesome reviews & they answer their phones!!

I had such a great experience rolling my 401K accounts into an IRA with the help of Sagar Sheth…read more Being a novice in regards to investments and retirement planning, stocks, etc., he took the time to explain things, help set up my account, and was extremely patient with all my questions. I highly recommend this Schwab location and the professionalism and knowledge of Sagar. See Kathy Borkovec also. I highly recommend THIS location! I had some troubles getting called back to set up an appointment from other branches, but Kathy returned my call quickly and started the ball rolling. Sagar took over from there and I felt very at ease knowing that they were both on top of things...being there to assist potential new clients. I'm exceptionally pleased with the service, and will continue to be a client (and recommend them/this branch) to others. Thank you, Sagar/Kathy!

I can honestly say I would not have confidence in any other financial planner than Ryan. Even if…read moreyou have a financial "adviser" I would recommend an appointment with Ryan to review your plan. He is honest and truly caring and will do a great job for you as if you were family. I truly wish I had known Ryan sooner as his knowledge isn't limited to retirement or wealth and tax planning. He is also exceptional at helping parents of middle and high school kids plan for their college finances. He can help maximize scholarships and awards and really knows how to make the most of the available funding options for college. I cannot say enough good things about Ryan. Please call him and decide for yourself.

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.

Jessica and the other accountants at Reed are so very, very competent, pleasant, patient, and…read moreclear. Although they have done my taxes for many years, this year I have been going through an unprecedentedly stressful and difficult time for which I was neither prepared nor qualified, and I have been able to rely on Jessica every step of the way. I feel so very fortunate to have found her!

Hey! Everyone you need to MEET AND HAVE JESSICA DO YOUR TAXES! She is so patient, kind and what a…read moremultitasker. I was a wreck when I came in being late and all to file, and she is so calm and reassuring. I felt better within minutes, and I feel amazing now that it's all done, whew. Please don't worry, she's got it under control. Just go to her before you try to do it all on your own and stress out. You will have more energy in your life to do all the other things you've been putting aside to focus on your taxes LOL