Dave is knowledgeable, professional and thorough. He really looks out for his clients. We will…read morecertainly be using Dave for all of our accounting needs in the future and highly recommend his services.

John has been a long time professional when it comes to helping me understand the financial…read moreinvestment world. He has and continues to look out for my retirement future.

John Buckingham is a great financial advisor…read more He takes his time helping folks, and he never worries about how he comes out on it. He will help people, just to help them. I highly recommend John Buckingham!

Mark and Lisa have provided sound financial advice to our whole family. They are competent,…read morecompassionate and responsive. great job!

I've thought long and hard on this recommendation for Lenity Financial. How do you convey the truth…read morewhen you are talking about people's money? Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well. I am always impressed about their depth of knowledge in the financial arena, they are extremely qualified to guide your investments. But even beyond that, it's so comforting to find someone that I trust implicitly to manage my investments. It's refreshing to find them in a world that has become so cynical. Lisa and Mark picked a great name in "Lenity" Financial, but what the word means to me is "Peace of Mind"! I hope that you too will find your "Lenity" with them. If you would like to talk, contact Lisa and Mark and they can give you my contact info. David

My mother, Sandy Marcum asked me to write a review on her behalf. Like most of our parents, mom…read moreisn't exactly up to speed on how to navigate today's technology, which is why I'm typing this review for her. She asked me to stress how incredibly responsive Bruce was to her needs. While transitioning to retirement, mom needed to convert her company plan over to a Medicare plan. The process is full of complications to comply with the corporate and Medicare requirements to get signed up. Bruce was always responsive to her needs and ALWAYS responded to her calls and texts immediately. Bruce did an excellent job of walking her through this process and minimized the stress associated with enrollment. If you are someone who yearns for the days to work with a professional who actually takes pride in their work, then Bruce is the man for you! I highly encourage you to contact Bruce for your insurance needs.

I thought I did alot of research going into the meeting with Bruce. Bruce was excellent at asking…read morequestions and putting me in the right policy for me. You need the person with expertice in dealing with the companies to help you with such a big decison. Brice took the time to answer all my questions and is a wealth of knowledge.

BlueStone Advisors gives us the kind of personal care and attention that's rare to find. They…read moreunderstand our business, respond quickly, and make every interaction feel supported and seamless.

This is our 3rd year using Jon as our tax accountant. Jon is professional, well educate, friendly,…read morequick to respond, very helpful and charges fair pricing. We'd recommend him to anyone!

Move to Plainfield and needed someone to do my taxes. Meet with Henry @ Jevic CPA and was very…read morehappy with their professionalism. They did a great job putting all our concerns to rest. Great job & will be using them to assist us for the future!

I've used Tim Obrien for several years as my corporate accountant. I found him to be very…read moreprofessional. He found some deductions for my business that my previous accountant never mentioned, saving me quite a nice sum of money in taxes. I would highly recommend him.

I researched and reviewed several accountant firms using personal referrals and even ELP from Dave…read moreRamsey. Tim and is associate Kevin both offered to meet with me in the fall 2017 prior to tax season. I was scheduled to meet with Tim but he was sick the day of my appointment so instead I met with Kevin. Kevin took time to review my previous two tax returns and gave me suggestions. He even made a suggestion for filing that garnered $900 in my pocket that same month without charging me a penny! That next spring Tim filed our taxes. They offered to meet with me in person again before filing, meet after the preparation was completed, and be available for questions in between. He knows Joliet area and his kids even went to the same school as mine but 10 years earlier. He called me the day he was going to submit my taxes. We are again having Tim file our taxes this year. After 25 years of filing my own taxes its nice to have them in the hands of a trusted professional.