phenomenal service phenomenal people who work there!!!!!!!…read morethanks schwab in naperville!!!!!

Love this particular location of Charles Schwab! Everyone here is super friendly and great to work…read morewith. Whenever I have any investment questions or just need to check on my accounts, they are all eager to help and chip in how they can. Super personable as well - they remember you which makes their customer service great. They have a lovely seating area and offer coffee/tea while you wait if you have scheduled an appointment. They also can walk you through the online portal if you work with them as well.

I've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be…read morehappier. When I began looking for someone to help me with investments and other financial services, I had a (long) but relatively basic list of criteria: Is this person: - Smart? (knowledgeable about the services they're offering, including a basic understanding of simple tax laws/implications from investment decisions) - Trustworthy? - Communicative? - Likable? - Humble? - Passionate about gaining financial freedom? - Equally as determined to help me accomplish (and exceed) my financial goals? - Dedicated to their business/their firm? Sean embodies all of these qualities, and that hasn't changed since the day I switched to him from my previous Financial Advisor. Outside of the incredible gains my money has made, I genuinely LIKE Sean. He's warm and personable and although very busy, never too busy to make time for any client who needs it. He learns what the right level of communication is for each of his clients and follows their lead in a truly exceptional way. Lastly, since switching to Sean, I've moved to California and could easily pick a new Financial Advisor. But unless something completely crazy happens, I won't. In fact, not only have I've kept my money with him, but I've increased my contributions due to the level of satisfaction I've experienced with him and his office staff. If you're considering working with a Financial Advisor but aren't sure where to start, or you have questions about how it could benefit you or your family, I would HIGHLY recommend Sean.

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.

I'm using an alias until I can get my funds transferred from here. While the front desk staff is…read morevery helpful, they are working for an advisor (John) that's nothing more than a used car salesman. The industry needs more regulation because of people like this. STAY AWAY!!

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.

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!

Record all meetings like they do with phone calls so when the schwab agent does not do what the…read moreclient instructed there is a record of what schwab did wrong.

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.

They make the process smooth and easy. Switched from doing taxes online myself a few years ago and…read moredon't regret it. It's great to have someone to answer questions when needed.

My friend, Sue, recommended Brian when we retired as we needed a CPA to help with taxes and IRA…read morewithdrawals. Been going back every year. Brian explains things so you understand them, does a great job and coordinates with our financial advisor when we need to. Highly recommend him.

You are responsible for your own investing. They get to know you, especially your financial needs…read more Then they help direct you appropriate investments.

They opened the wrong type of account for us, then when I wanted to make a trade, the money was not…read moreavailable even though they cashed my check two weeks, ago. Called them up to see what the issue was and they insisted that they had to call my bank to verify that the check had cleared, and my bank told them that the check was good and it was cleared. They then said they had to check with upper management to see if I can use my money to make a trade, and would call me back. When they called back, they said upper management refused to approve the use of my money. They insisted that I wait an entire MONTH before I could make a trade. Meanwhile, I am losing money on trades that I would have been making money on!! Do NOT recommend!!!

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.

Mark and Lisa have provided sound financial advice to our whole family. They are competent,…read morecompassionate and responsive. great job!

I've thought long and hard on this recommendation for Lenity Financial. How do you convey the truth…read morewhen you are talking about people's money? Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well. I am always impressed about their depth of knowledge in the financial arena, they are extremely qualified to guide your investments. But even beyond that, it's so comforting to find someone that I trust implicitly to manage my investments. It's refreshing to find them in a world that has become so cynical. Lisa and Mark picked a great name in "Lenity" Financial, but what the word means to me is "Peace of Mind"! I hope that you too will find your "Lenity" with them. If you would like to talk, contact Lisa and Mark and they can give you my contact info. David

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!