Chad's approach to investing is tailored and customized to my needs. Those needs have evolved…read moreover time, so we have made adjustments. I appreciate Chad's attention to the changing dynamics of my investment outcomes.

Coe Financial Group is led by Chad Coe. I highly recommend their services. Chad explains all the…read moreins and outs of your investments. On personal level, Chad is definitely a giver and is all in protecting and expanding your investment portfolio.

This is where money goes to die. Not helpful, smart or conscientious. Could not access the trading…read moreplatform. They never offered an advisor. I was with this dysfunctional firm for far too long.

Sloppy, unprofessional, rude and incompetent employees. Someone at this branch in Highland Park…read morealtered a legal document to which I had affixed my signature. This unlawful action could have potentially permitted someone to transfer money out of my account. Prior to my learning about this egregious act, I asked at the Highland Park branch to speak to the manager. I was refused by the receptionist and told that the manager was in a meeting. Then, the receptionist informed me that in order to speak to the manager, I must make an appointment. The Fidelity employee who was initially involved in this interaction passed by me several times without acknowledging me or even asking if there were any more problems, since I had previously informed her that on the first document she sent me for signature that she had misspelled my name and had also entered the incorrect bank routing number. This is no way to operate a financial services business.

I have worked with this bank for over 5 years, both as a treasurer for a small organization and as…read morean individual, and have always found them to be very helpful and timely. The various people I have worked with seem to genuinely care. Most of my contact has been with the branch on Sanders which has just closed, but I hope to receive similar service at the Deerfield branch. Yelp has put me in the wrong State for some reason. I live in Illinois.

Bringing my business to them, trying to open a 5 digit CD. Wondering what is taking so long 45…read moreinto it to be told 'not sure what is going on with the system'. I knew something was wrong because nothing was progressing and silence. Then I was told oh I may need to void it and start over? I can only wonder how much longer it would have taken had I not asked what was going on. Told it was a bank wide system issue and they could not help us [after exactly 53 minutes there]. From 1:14 pm to 2:07 pm. Manager came and said she tried but systems were down. I asked her why not call corporate office for them to help confirm the transaction given we were there for 1 hour and she said all systems were down and they could not help either. I left my number and asked to be called when system came back up and we would return. It's 7:11pm and no call and of course they are closed. I left and called the BMO HIghland park location 25 minutes away and their system was perfect absolutely no bank company wide issue whatsoever. Went over and opened a large CD within 25 minutes [lady knew what she was doing] and returning again to open a much larger CD for my parent. As a Corp Executive my time is precious like every other person working full time and with kids and today i wasted 1 hour of my time on nothing. Northbrook team... you left alot to be desired......

The customer service I received from Rose Retirement Services is top notch! They are an…read moreindependent financial / insurance company so they will search from the best of the best to meet your needs whether you need a conservative risk investment or health insurance. As far as the health insurance, they offer everything from Blue Cross Blue Shield to Humana to United Healthcare. Rose Retirement Services was available to answer all of my questions (and there were many) and made me feel very comfortable and safe with my choices! They offer financial/retirement planning with a free consultation at no cost and no obligation. I highly recommend this company for your financial and insurance needs!

Rose Retirement Services did an outstanding job with my financial and insurance needs. I was in…read moreneed of a complete financial plan as my plan to retire was around the corner. Not only were my assets reallocated more diversely and risk appropriate, but I was also able to get my health insurance needs met. I really appreciate all the effort the RRS team took and the timely fashion everything was completed. I have great confidence in RRS and highly recommend them for your financial and insurance needs.

Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.

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.

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.

Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

a division of the General Board of Pension and Health Benefits of The United Methodist Church.read more

Steve is great! Extremely personable, knowledgeable and trustworthy, and always available to answer…read moreour financial questions. Steve helped my wife and I consolidate all of our random investments, Roths, and 401k's into a concise portfolio - plus provided us with a financial game plan towards retirement. My wife and I are very concerned about the companies we are investing with, and Steve has done a great job of sourcing out funds that strike a balance between social responsibility, sustainability, and return. Steve delivers a personalized, small-business style service with the resources of a large financial team. I highly recommend Steve to assist you with your financial planning needs.

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.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.