Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

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.

Very professional group of people. They listen to what you have to say and then they tell you what…read moreis best for your situation. Thank you for your support.

It is a pleasure and an honor to build a relationship with the members of the Tranel Financial…read moreGroup. They continue to help and exceed my expectations personally and professionally. They also host a very influential and inspirational business community connecting/networking event every Thursday morning @ 7am that I also highly recommend.

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!

Extremely responsive. Very knowledgeable. Excellent advisor for business and individual interests.read more

Neil Johnson (The Tax Dude) was amazing. I started a business two years ago and had not filed any…read moretax returns. Even worse, because I so busy getting my business started I hadn't filed my personal taxes in three years. I was a complete disaster until I met with Neil. He helped with getting business accounting up to date and prepared all of my tax returns. I was a little nervous working with an accountant for the first time, but Neil was great and I have the upmost confidence in working with him now and in the future.

Excellent office! Staffed with the best people…read more The location is convenient. The team helped me through some complex documents, and the branch manager followed up with me explaining all the detail. I recommend this office to all my friends.

I came in for help to set up an account that I set up online. The manager or whomever he was,…read moreliterally came in in the mist of me speaking to the lady up front, did not introduce himself or anything but I saw a flyer w his name, title, and picture on it at the front desk, and started to talk to me. Literally was the most condescending conversation I had with any one in the banking world. There's a form I need to hand in by either mailing it in or dropping it off at a location. He asked me how do I need to do anything with a form if I don't have it?! He also told me that there's 1800 numbers that I can call for help. I literally drove there to be told I should had come in cuz I don't know what I'm doing! Rude! Don't come here! Call the 1800 number instead!

Attentive and proactive.Amy and team have helped integrate a non aggressive approach and portfolio…read morethat matches our risk profile needs.

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.

Huber Financial is great to work with and we have had nothing but a positive experience - excellent…read moreservice, great communication and insights and they truly care about their clients. It's hard to trust a financial advisor, but we fully trust Huber with what they do and they also have a great network of people to recommend if needed. Highly recommend.

I had a horrible experience with Huber. While in the throes of a divorce, I was assured that our…read moreconversations and transactions would be confidential from this point forward (regarding monies in MY name exclusively) from my soon to be ex, now that we are splitting. However, the very next day after our meeting, my ex made a phone call to discuss my "confidential meeting". I would have pulled my money right there and then, but lawyers suggested it would be 'cleaner' to wait until the divorce was final... Months later, when my soon to be ex made it known that he was aware of a withdrawal I made, I called to find out what happened and was told that he still had on-line access to my accounts!!! So he could 'spy' on what I was doing all this time. They removed access from him, but it was after the damage was done. The final straw came when I asked for some items to be sold, and was told that one of them could not be sold because there 'were no buyers'. I asked how that could be? My statement shows its worth almost $9,000, but she couldn't sell it for me so it wasn't really worth anything...and this was part of my divorce settlement!! I made a call to Charles Schwab who said selling it was "simply a matter of entering a sell order"...and that telling me otherwise was "disingenuous at best and probably just an outright lie." When I shared this with Huber, they were 'suddenly' able to sell it immediately for me. In a last-ditch effort to keep me from taking my investments elsewhere, they actually had a third person (since bridges were burnt with the one who conversed with my soon-to-be ex and the one who lied about not being able to sell the items I asked to sell) call to ask if I would be willing to work with HER... (and get this...) because she is also divorced so she understands what I'm going through. Seriously so unprofessional!! I cannot in good faith recommend these people.

Didn't file my taxes as promised despite me turning in all documents and signed engagement letter…read more Wouldn't even return my calls when I asked for my return. Had to call IRS myself and realize she never even filed. Now I pay the penalty when I had everything turned in to her by February. No apology, no explanation, no response - very very unprofessional.

My families business were long time clients of Hannan and Associates. This past summer I received…read morea 2103 IRS Tax Audit on my personal taxes, that I forwarded on to Ms. Hannan immediately. With almost 5 months of dropping off documents, phone calls, dozens of emails and multiple certified letters from the IRS, Hannan and associated did nothing to rectify my audit. Between not being able to "open" my corrupt files, going out of town multiple times, needing a commitment letter, wanting other tax documents that did not apply to that year, wanting us to sign "power of attorney" forms, not taking our phone calls and telling us that her schedule was to booked and couldn't see us for days, shows nothing but complete disrespect for us and the Internal Revenue Service. After almost 5 months of Hannan and associates complete disregard for the IRS audit, we reached out to another CPA firm in our town. Within 24 hours a letter had been written, documents put together, the amount due to the IRS was adjusted, forms signed and in the mail it went. We finally received a certified letter from Ms. Hannan, after the fact, stating there was miscommunication between my ex-husband, her and myself, which was passing information "to and fro" and hoped this matter would go no further. This has been my personal experience with Hannan and Associates and everything I stated above I have documented.

It is with great relief I found Tax Lady 1040 to complete and file my income tax returns. I…read moreswitched from the expensive and less-than-competent preparer I hired last year. I could not be happier with Tax Lady 1040. My taxes were filed promptly and competently. She explained the basics of how a tax return is prepared, and why certain things were included or excluded. In addition, she found errors the last two preparers had made and corrected them. And as a nice bonus, Donna is a very personable person who made me feel at ease with the entire process. I highly recommend Tax Lady 1040!

They were able to help me with my current years taxes and several years of back taxes to correct…read moreand I was able to receive more money back from those years. They are great to work with and very knowledgeable.