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!

From the owner: Whether you are building wealth or have achieved significant wealth, EWS can become an important…read morefiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well. We reduce financial leaks, save taxes, grow and protect what you have accumulated for your retirement years - so the journey is a pleasant one.

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 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!

Tom is a the kind of person you can trust with the important matters. He is knowledgeable and…read morereliable and has helped us with our insurance needs for years. I'm grateful for his guidance and am no longer a cynic regarding insurance agents. He truly has our best interests at heart and on top of all that he is a really wonderful person.

I am new to health insurance and life insurance and Christian helped me through the complicated…read moreprocess while making it seem easy. Thanks again Christian and others for the help!

Found Ebe on a tax website, after a month of being dragged along I realized he did not know what he…read morewas doing ( the work was not finished and he kept making excuses why it was taking so long disrespectfully) and when I asked for my money back he refused. I wouldn't recommend him to anyone. He originally charged me $750 to do my personal and business taxes! Scam

I was referred to SWM Planning after a long search for a CPA who could provide a financial review,…read moreEbe took the case and handled everything that was needed and addressed every email I sent to him in a timely fashion. He was always available for any questions I had regarding the process. I would highly recommend his firm for all accounting and business financial counseling needs. He also worked with my budget and time frame to complete documents. Ebe was very professional and patient throughout the whole process.

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.

I have been seeing Todd for many many years and his father before him. I have always been happy…read more Always felt valued as a client as have the people I have sent him over the years. I would HIGHLY recommend him.

Need to get your taxes done in the western suburbs? This is the place to go! Quick, efficient,…read moreand reasonable, they have been doing my personal taxes for almost 10 years. My situation hasn't been easy given complications brought by a divorce involving two children and property issues, but they are very knowledgeable and handle my situation with aplomb. The people in the office, which has only 3 or 4 tax preparers, are very personable and will remember you from one year to the next. Highly recommended.