Have been working with Mike for 10 years The very definition…read moreof professional. Would never consider anyone else to handle our business/taxes

A few years ago, my family's regular Tax Guy retired without notice and (also without notice)…read morepassed us along to an associate of his. Unfortunately, our experience with him was frustrating. As such, I was looking for a new Tax Guy. Michael Ludwig graciously took my mom and I on as new clients. He was extremely easy to work with, personable, and accommodated us for appointments that were convenient to our very limited schedule. Further, when I told him I was going to purchase a home soon and needed the tax documents for my pre-approval, he generated my taxes within a week. That was so appreciated! He filed them electronically that day. So, not only could I begin my home search, but I received my federal refund in under 10 days. Win-win. I appreciate Michael's willingness to take my mom and I on as new clients and for his timeliness and diligence! I'm happy to have a new Tax Guy - one who is easy to work with!

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!

Every experience I have at this branch has been positive. I have been a long-time customer at this…read morelocation and Sarah Lubas at the front always goes the extra mile to help and make my experience as easy as possible. She is helpful, personable, and always knows how to resolve every situation. I highly recommend this establishment because of the high quality of service from people like her.

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.

On of the best businesses out there. They are a super team and look out for your best interests…read more If you are looking for someone to invest with call Stephanie or Tony.

Very knowledgeable and friendly business. I am terrible with saving and Stephanie has helped me so…read moremuch in that aspect. I highly recommend LT family for all your investment needs!

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.

Since Covid times, service has improved immensely. I can normally get a human to help me on the…read morephone within a minute. Website is quite useful as well.

I recently found myself unemployed at 64 and 1/2. Retirement fits me well! After 35 years at my…read moreemployer it was time to rollover my 401/k. Made the decision to stay with Fidelity but needed more options then my employer was offering. Fidelity had everything I needed and made it very easy. Oak Brook office was easy to get to from home, office was modern and clean. The people were very nice, no complaints.

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!!!

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!!!

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 had a consultation with Curt recently in regards to developing an approach to a specific debt…read moresituation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.

After 35 years of a demanding career with a Fortune 100 company, I really wanted to focus on my…read morefamily in retirement. To make sure everything was on point, I hired F5 Financial to manage our Financials. I wasn't interested in hiring an advisor that only wanted to squeeze out an extra dime where possible. I wanted an advisor like Curt, who looked at things comprehensively. I like F5's holistic approach to financial planning - it's structured and disciplined, but it's tailored around our goals (like purchasing a vacation home soon). Because it's well-structured, nothing gets overlooked, and Curt holds me accountable to make sure there is follow-through. He brings a high level of integrity and responsiveness to his work, which I appreciate. I'm very happy with our financial situation and the peace of mind I get from working with F5.