My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Disappointing experience with this broker- I asked them for a quote- they said they would follow up…read moreand I never heard back.

Sharon is always there anytime I have insurance needs, questions, or wants. She is professional…read moreand works really hard to get me the coverage I want but is also honest when the quote is "as good as it will get." I highly recommend her.

Gery did a great job with my income taxes. I was a new client for her. She called me promptly when…read moreI had questions and was very helpful. I highly recommend her services.

I have been working with Gery for a few years. She works fast and asks clarifying questions when…read moreneeded. Always a good experience.

A very poorly operating mortgage company. Extremely unorganized and not truthful with their…read moreresponses. I was mistakenly charged an extra payment for the month of August. It took several calls to the company and nearly (1) month before I received the funds back into my checking account. Unfortunately you don't get to choose who will be your assigned mortgage company just hope you never end up with Fay Servicing which I found out is actually a debt collector! I'm definitely not a fan of Fay Servicing.

Quality servicing from local professionals that have expertise in the space of home loan servicing.read more

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

I've sent 7 folks to Kaplan after Rae got rid of my loans. 7 people she additionally wiped out…read moreloans for. $1.5M gone. Everyone is so happy and I'm glad Kaplan could help more than just me! The team is incredible. Thank you Kaplan!

I recently reported Kaplan law firm to Illinois Attorney review and disaplinary committee…read more I signed agreement in June of 2022, paid my fee, and no help or resolution in my case. Supplied her firm with all my work at nonprofits all the signed HR forms from over the years. I have over 120 months at nonprofits and after Carly left emails go ignored , phone calls with current staff are ridiculous rescheduled forgotten about. I was left with no choice, but to file a complaint about her law firm and her practices. How can you have a client for so many years and never check in with them about progress or what's going on? I don't like the way she practices , I talked to her once and I feel like that was her sales pitch . If I had a chance to do it over again I would not have spent $2000 on her services.

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!

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!

i've gone in a few times to deposit into my IRA and 401K…read more never experienced a wait - always first in line. The employees i've dealt with there have been polite and knowledgeable. Love and appreciate this location

Update (01/28/21) I was attempting to close out a vertical…read morecall option spread. I entered the two options (underlying stock, strike prices and dates, properly) in the trading platform. I received a message stating "This cannot be processed at this time- Please try again later"! Meanwhile, the markets were trading lower. I called 1-800 435 9090, Schwab's number, and was greeted by a recording "We are experiencing long wait times". I then tried calling the West Hartford, CT branch office. My telephone call couldn't even get through.! I left a message at their 800 number. Schwab's agents never called back.

This is actually a 5 NEGATIVE rating. IN SHORT- DON'T DO BUSINESS WITH A COMPANY THAT DOES NOT…read moreCARE. AND HOLDS YOU RESPONSIBLE FOR THEIR OWN ERRORS On Friday I got my final payroll check from the State. I went into the local branch to make the deposits to ensure there are no extended hold or hiccups. Before depositing, I asked the staff if there will be any hold on them. He CLEARLY informed me (and I have a witness as my partner was with me) that there will be no withholding and that the funds will be available Monday, 12/30. I logged in on Saturday and noticed that they withheld 90% of my deposits. I called their "LACK OF CUSTOMER SERVICE" number and was told that it would be an easy fix, but I have to wait till Monday because the department that handles state warrants (for payroll) is closed. But a staff can call the state to verify that the funds are good. Monday comes along and I called. This time I was told that after their research, it was determined that it was an error made by the branch. That they should have coded it as an exception and provide explanation that they were state warrants and not as checks. That the ONLY way to fix it would be to call the branch and explain to them. He offered to call the branch and explain to them how to properly code the deposits and asked that I wait on line. He came back and told me that the branch will not be open for another 30 minutes. That he will place good notes on the account, and if I were to call back in 30 minutes, the rep taking the call will be able to assist. I called back after 30 minutes and this time I stayed online with the rep for over 40 minutes waiting for the branch to pick up. So after discussing it with him, he suggested that I go into the branch in person as he is also at loss since no one is picking up the call. Very reluctantly I had to cancel my personal plans and drove to the branch. Got the same run around, "oh you have no appointment so I am going to place you on our list" - I explained to him that his back office tried called them and was placed on hold for over 40 minutes and his response was, "well it is year end and we are busy so no one it taking calls"!!!!! So I had no choice but waited as I needed my funds released to pay my bills. I waited for almost 30 minutes in the lobby, but nothing was happening and so I flagged down a staff and asked. He said, " oh I thought someone was helping you" then scoot back in and about 10 minutes later another rep came out. Took me to the room and gave me the bad news, that he is unable to assist, that the back office gave me bad information as there is no way for them to code any deposits as an exception. I asked why I was told that there would be no hold when I came in on Friday, and all he did was apologize and gave the fake show of concerns that, wished there was something he could have done. That the only way to code an exception is for a manager to do so, but there are no managers at the branch. Then he continued to insult me by explaining that Fidelity is not a bank (duh? like I did not know that , and he kept repeating it even after I informed him that I worked for other investment and brokerage firms in my past, plus I worked as a regulatory compliance consultant and know the difference) In frustration I walked out of the branch. I then called the "LACK OF CUSTOMER SERVICE" number again and tried to file a complaint, and although the rep was all sympathetic and all, he came back ultimately with the same answer. 1) I cannot file a complain unless I write it and 2) he explained why the hold was place. Fidelity as a firm has been hit with so many fraudulent deposits and as a result, management has decided that every customer is BAD. I have been with them for almost 20 years? Why I am being I punished for their prior poor deposit policy? WHY I am I held responsible for inaccurate disclosure by their branch staff? Finally why did it take speaking to 5 DIFFERENT rep before I was told the real reason why there is a 30 day hold on my checks?? WILL CLOSE MY ACCOUNT on 1/22/2025 when hold is off.

If I could give these idiots/jerks zero stars, I would. I recently deposited a $450,000 check from…read morea law firm (in person at the Mequon office, with an ID) and was told very specifically that it would take no more than 7-10 days to clear. After 7 days, I checked my account, and it said that the money would not be available for another *19* days. I had a significant interest payment ($500) coming up on a loan that I needed to pay back with these funds, and I would have to pay it if I couldn't get the check cleared in time. I went through *multiple* channels at Fidelity and to try to resolve this, but they were adamant that there was nothing they could do. If I'd taken the check to US Bank, it would have been cleared in 10 days or less. The office is unwilling to take any responsibility for their error, and I'm now out the $500. They are losing a long-term client whose investments are worth well more than the check itself.