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.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

been trying to replace lost cash station card for 2 weeks. when I come to branch, banker I need for…read morehelp isn't there! been a customer for decades. never run into this before

Horrible service. Most of the employees have heavy accents making it very difficult to conduct…read morebusiness. Now they're not even open on Saturdays. What happened?! It used to be a great bank.

Amazing response to our request for availability and pricing, excellent communications, super…read morefriendly! While I hope I never need their services again, I would not hesitate to call them again or refer other friends/family to them. Thanks!

Had them notarize some financial documents after realizing the normal places like UPS / Check…read moreCashing couldn't do. Timely, professional, trusthworthy. Will be back. They even helped us out on a Sunday on short notice. Highly recommend and although it's a residential location they were much more professional and experienced than nearly all the other times I've needed something notarized.