I have worked with Jody for my personal and parental investments. She really went above and beyond…read morein helping when my father passed away. So much paperwork she helped us with.

Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

Tom is a the kind of person you can trust with the important matters. He is knowledgeable and…read morereliable and has helped us with our insurance needs for years. I'm grateful for his guidance and am no longer a cynic regarding insurance agents. He truly has our best interests at heart and on top of all that he is a really wonderful person.

Amy and her staff are the best! I also adored her (late) Father, Mr Weiss. The whole group is…read morepersonal, yet professional- .. knowledgeable, helpful, .. and also kind. :-)

Sorry that I can't give them 0 stars They scheduled me for…read morea call consultation and they never call me back. When I call back 2 days later I was lectured that I should it call them back again . No sorry , you want my business. I'm the customer . Last time I check they are plenty of you around . L'eran how business works . I don't chase , even in high school

John has been a long time professional when it comes to helping me understand the financial…read moreinvestment world. He has and continues to look out for my retirement future.

John Buckingham is a great financial advisor…read more He takes his time helping folks, and he never worries about how he comes out on it. He will help people, just to help them. I highly recommend John Buckingham!

I have been going to Hurt and Assoiates for about 20 years. It is the most professional, friendly…read moreand helpful business I have ever dealt with for my tax preparation, Jim is the BEST!!!

Karen and Jim and their whole staff are incredible and I highly recommend them for taxes and all…read morefinancial planning!!! They are trustworthy, and you cannot ask for anything more when it comes to your hard earned money! I've been using them for years. They are knowledgeable on the ever changing game of finances, and they go above and beyond!!!

Made a great decision to work with Mariola Staszczuk. She was just Awesome! I've worked with many…read moreAccountants and by far she's The Best! Very organized, friendly, had a great smile & very Professional. Overall, it was a very pleasant experience, would highly recommend for tax services!

I went here to do my taxes for the first time. I am a mailman in Palatine so I have been in almost…read moreall tax businesses in the city. This place is awesome! Front desk receptionist was polite & courteous. The individual who did my taxes was very professional, intelligent, efficient, & polite. 5 stars! I was in and out in less than a hour. Comfortable environment with a great staff. I will be returning and telling others about this place!

our company (cinderella cleaners) and myself and entire family all use checks and balances and are…read morevery happy. my son and two daughters (all out of town) use checks and balances and could not be happier with the knowledge and service we all receive from kathy gilbert art cohn

DO NOT USE THIS WOMAN!!!!!! I wish I could give no stars. I'm very late writing this review. In…read more2016 and 2017 Kathy did my taxes. The first year went well so I used her again. Years later, I got audited for 2017 taxes. She claimed that I owned a small business which I don't causing me to pay back owed taxes to the tune of $5,000 between 2019-2022 because of her incredibly large mistake. You would think she would want to rectify her error but instead repeatedly said she would take care of it and call me back. She never called me back once. I continued to call her over and over leaving messages asking for her guidance and help. Eventually she stopped taking my calls and never did a thing. The IRS recommended I report her so that is my next step. I cannot implore you enough to not give her your business and if you've used her in the past, change immediately to someone who knows what they're doing and won't stick their head in the sand when they've made a mistake. DO NOT USE THIS WOMAN FOR YOUR TAXES! SHE IS A BAD BUSINESS WOMAN AND A WORSE TAX ACCOUNTANT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!