Kevin does a great job researching investments that work for us in retirement. All recommendations…read morehave been specific to our individualized financial needs.

Amanda is a great advisor with alot of knowledge, care, and ethics. She and her team are…read moreknowledgeable, efficient, and caring. They go the extra mile with every request and piece of advise to fit your needs for managing your investments. They are the most proactive and efficient team that I have ever worked with in my life for finances.

These guys are absolute life savers. I started off this year doing Turbo Tax after hearing rave…read morereviews but something didn't add up when it said I owed the state $1600 and was getting little back in return. Not only did they solve that problem, but they went back over my previous few years' worth of returns and found an extra $600 I could claim. Overall, I'm getting about $2500 back from the government and I couldn't be more thrilled. I'd recommend Monotelo to anyone, especially my fellow firefighters out there!

From the owner: Monotelo Advisors is a tax-centered wealth management firm with expertise in tax preparation, tax…read moreplanning and wealth management.

Having a fiduciary you can can have total trust and faith in is daunting! It took my wife and I…read moreseveral years to locate a professional that we felt comfortable with. After attending one of SIS' seminars we setup a meeting and had a wonderful discussion with their professional team. SIS laid out several investment strategies that eventually led to the creation of a portfolio we felt comfortable with. Now, my wife and I can enjoy our retirement without having to be concerned about the health of our nest egg. Let SIS help you sleep worry free! Mike and Beverly

From the owner: SIS Financial Group is dedicated to helping pre-retirees and retirees with the implementation of…read morecomprehensive financial planning strategies to preserve and create wealth during uncertain and volatile times. Located in Hoffman Estates, IL, SIS Financial Group provides the following services: Retirement Strategies, Life Insurance, and Long-Term Care.

Lonna is the best! She made the process so easy and is so knowledgeable. Instead of all the work…read moretrying to shop around she was able to find us the best insurer and the best part is that you pay the same price as if you found the quote yourself. Will be a long time customer going forward and recommend to anyone who mentions they need to switch. My parents have used JL Jones for years and I finally remembered they told me about them when my insurance skyrocketed and am so glad I called.

From the owner: If you’re looking for a better insurance experience, you’ll love doing business with us!…read more Being an independent agency means we shop and compare numerous insurance options on your behalf to find the best combination of cost and coverage. And the best part – you won’t pay more for our service. In fact, you’ll likely save money, as we can often provide a better value than you might find elsewhere. In the end you get the benefit of competitive pricing, comprehensive coverage, and a personal advocate.

Knowledgeable with excellent service. Setting up my 529c with them was quick and painless.read more

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.

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.