Kate is awesome at what she does. She helped me get my finances back on track. I learned so much…read moreand feel so much more confident with my money. Highly recommend.

I highly recommend Kate to everyone I know who wants to feel empowered by their money. Her process…read moreis simple, and I incorporated the information I learned into my ongoing financial management.

I have known Stephanie for years and she is an excellent financial planner and advisor. I trust her…read moreimplicitly and highly recommend her.

Lists an address in Chicago but all events outside the city and originally advised a yearly meeting…read moreto discuss and review finances only by phone or Zoom. Would never have signed up if I knew not able to meet yearly. They give out a fancy binder with a place to review yearly but never available in person. VERY SORRY I INVESTED WITH THEM. Unable to get my money out for10 years. Stay away from this company.

Been a customer for 2 years, only earned 1/4% in a market where 4-5% on savings and cd's are…read morecommon. Contacted the insurance company that has the annuity to remove funds, they will only give apx 85% of account balance back. An annuity through MTD was the worst decision I could make. Did not live up to the (hype) projections.

Tess is extremely down-to-earth, genuine, and knowledgeable. She is an expert first and certainly…read morepractices what she preaches when it comes to financial well-being. We've enjoyed working with her and trusting her advice as we make financial decisions.

We love Chris as our financial adviser! Chris works with the whole person. She is a woman of…read morefaith, eager to help one focus on well being; not just financially, but mentally, emotionally, and even spiritually! She is full of compassion and truly cares about her clients, and is invested in them as persons! There is no guilt or shame over past decisions or previous poor management; simply help and hope in the blessings to come. So happy that we are working with her and her expertise! She has become an excellent adviser and a faithful friend!

Traci was very thorough and knowledgeable of the insurance industry and excellent customer service…read more She is very wise with assisting clients select the correct coverage for their specific needs. Traci is a great option for those seeking a local, well-informed agent. She will go above and beyond for her clients.

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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Amanda Gomez runs a Great office with great people. Sonia Sanchez is one of those great people,…read moreshe goes above and beyond with all aspects of my insurance. Quick to return calls and with taking time to explain policies.