1. Isenstein Steven A, CPA

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Northbrook, IL

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Isenstein Steven A, CPA

5.0 (2 reviews)
Closed • 8:30 am - 5:30 pm

Services - Isenstein Steven A, CPA

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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6 years ago

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13 years ago

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Serenity Wealth Management

Serenity Wealth Management

(3 reviews)

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

H.D. Roseth & Associates, Ltd. - These are the professionals at HD Roseth

H.D. Roseth & Associates, Ltd.

(4 reviews)

Hal & his staff are extremely knowledgeable. I was looking to change accountants for my small…read morebusiness and I'm very pleased I made the switch! Hal really listened to my concerns and made sure to educate me about taxes and finances. He puts things in easy to understand scenarios where it makes so much sense. My husband and I started using Hal for all our taxes (both of our businesses and personal) this past year. Their office was so easy to work with and always responded promptly and thoroughly to emails and phone calls. Would highly recommend for someone looking to get clarity in the complicated process of taxes and finances!

Reached out to H.D. Roseth & Associates for tax planning services and communication was poor from…read morethe start. When I raised the issue, Danny Roseth responded with a long justification about how busy he is -- including being "up since 5 in the morning," having "80 emails" he "hasn't had a second to look at," and that his normal response time is "2-3 days." I'm sure he's busy, but if that's the standard expectation for responsiveness before you even become a client, it's an easy pass for me. I was looking for a tax advisor who has the capacity to take on new clients and communicate in a timely, consistent way -- without needing to justify delays as an unavoidable "feature" of the business that clients should simply accept. I don't. update If you look at Danny's comments, what's missing? Accountability. Not we could have done better. Not an awareness that communication takes two parties. Instead, calling me an internet troll. Making me the problem. In 35 years, every client was happy? What company has a perfect record? Perfection is a goal. Not reality. But I guess I'm an internet troll. I don't recall any name calling.

Isenstein Steven A, CPA - accountants - Updated November 2026

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