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!

Solid service, very professional. Used them briefly but was pretty happy with the results. Easy to…read moreget in contact with.

Eddie is a super smart professional who seems to do it all in the financial realm. He is a…read morefinancial planner, investment advisor, and a tax professional. His broad array of expertise can help you see the bigger picture: what to plan for and how to do it. Plus he is a very personable guy, so it's easy to talk through things with him. We have used him for a couple of investments as well as tax prep and found everything to be extremely organized and professional from start to finish. Highly recommend him and his firm!!!

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!

Great customer service here. If you need auto insurance fast & don't want to pay too much,…read moredefinitely call Universal Insurance. I definitely recommend.

Getting insurance was easy. Called in, got info and worked with a very nice woman named Brenda…read more Very professional. Walked in and out very quickly. Best prices in the area. Highly recommend.

Exceeded expectations!…read more I'm surprised this firm isn't reviewed here. Mr. Patel is very knowledgable. Explained and addressed all the issues after I received notices from the IRS for my sales tax issues for my business. I went to three CPAs to interview them and they most seemed to lack deeper knowledge regarding the notice and all wanted me to sign on retainers to even start to look at the issue in detail?? Here I was explained the larger issues and how we can prevent similar incidents from occurring again on my first visit. I ended up with a clear standing with the irs and state and signed on an engagement for my regular accounting and taxes I recommend anyone with a small business to pay this office an interview visit and see for yourself! Happy client. Highly recommended.

From the owner: Currently servicing Small Businesses and providing top quality financial solutions. Call Us Today…read moreand schedule a consultation with our expert CPAs. Now Accepting Clients For Income Tax Preparation

Sending money to Guatemala was fast and simple here…read more The place is set up like your average currency exchange behind thick glass, but with the Banrural service available. The agent is bilingual of course. It was helpful and reassuring that his English language skills were perfect. Clean office, safe location. Think Hispanic Western Union. I gave him the complete name of the person receiving monies, address, and Banrural account number in Guatemala that I wanted the funds deposited to. He advised me the transaction would take up to two hours to complete. It was, however, funds available approximately 1/2 hour later. The cost was $10 for $1000. You are given a total $ value of Q deposited into the account with a transaction confirmation number. Fast & simple. A+

Michael answered the phone right away and took time to hear out what I was looking for. He…read morespecializes working with firemen and police which always awesome for first responders. He took some time getting to know me which is refreshing. I know I called him last minute for taxes and I'm sure he had more going on. 100% recommend him to anyone and he's a locally owned business right on the northwest side of Chicago.

We've been working with Mike for a couple years now and we are so glad we got started with him!…read moreWhile we were doing "ok" saving for retirement on our own, Mike has helped us make sure we're ready when the day comes (hopefully sooner vs later :)) I love the application he has us use to not only manage and track spending/savings but it's great for snapshot views of how you're doing and probability of success rates. (Yes, I'm kind of a math/numbers nerd) We've also helped get things lined up and organized outside of just retirement savings as well - all with the help and guidance of Mike. He really knows his stuff and goes the extra mile for his clients - not only on his end but taking the time to really explain it to us non-financial folks. Highly recommend his services!

Saw his booth at an event and got a free cup! Went in for some Financial planning and walked out…read morewith a financial plan for the next 20 years that I was very comfortable with. Thank You so much!

From the owner: Making Sense of Investing…read more 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.

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.

If you are looking for a reliable, no-nonsense CPA in the Portage Park/Irving Park area, John…read moreGriffin is the person to see. Navigating small business taxes in Chicago can be a headache, but John makes the entire process feel manageable and transparent. The Experience John is incredibly professional but also very personable. Unlike some of the larger, impersonal firms, he actually takes the time to listen to your specific financial situation. He's been in the neighborhood for a long time and clearly knows the ins and outs of both Illinois and federal tax laws. Why I Recommend Him: Responsiveness: He is great about returning calls and emails, even during the peak of tax season. You never feel like just another file on a desk. Accuracy & Insight: He doesn't just "plug in numbers." He looks for proactive ways to help you save on taxes and plan for the next year. Fair Pricing: His fees are very reasonable for the level of expertise and personal attention you receive. Pro Tip His office is conveniently located on Irving Park Road. There is usually street parking available right out front, but if you're coming during a busy weekday, give yourself a few extra minutes to find a spot.

John's the best, I've been using his tax services for years, always efficient, professional and…read moreanswers all questions in a timely matter. Highly recommend!