Fidelity has focused more recently on creating in-person branches closer to where there customers…read moreare: this location serves the greater Western Chicago Suburbs (Schaumburg area). Walking in, it reminded me of a small bank: a queue of people waiting in line, really young staff helping them, when there is nobody in line, nobody at all manning the greeting area at certain times Waiting in a queue to just check in for a scheduled appointment and not having a dedicated greeter directing traffic for people walking in: two things that your neighborhood bank would do better than here. For a company like Fidelity, it just felt really off..rather cheap. We had a scheduled appointment, and got to walk back through locked doors and there is a large area of offices and conference rooms and that was fine. The prospective meeting was beneficial and we learned that Fidelity (at least in the Chicago area) is now being very clear about providing personal support: only if choose to use them to actively manage your assets (paying a percent of assets as commission). Perfectly fair, and something that probably has to be done to be competitive with other financial compaies.

New location is very nice. Preferred parking is available as well…read more Always amazing excellent service provided at this location. Advisors are always quick to check you in for appointments with your own portfolio advisor and to help with pick up/drop off items.

Roger Smith at Edward Jones is the investment advisor to go to for solid advice and great…read moreinvestment performance. I've been investing with Roger for over 10 years and the portfolio has consistently met objectives. Edward Jones is one of the most conservative investment houses helping you sleep better not worrying about stability. Roger is very personable and talks through complicated financial concepts in clear and relatable ways so you understand what has happened or might happen in the future. Highly recommended!!

Words can't express the experience we had here. My fiancée and I visited several jewelers before…read moreour inevitable stop at this Roger's and Holland location. The store manager, John was nothing more than a joy to be around. He didn't only have the knowledge, but never laid on any pressure and was always patient with our indecisions. After purchasing the initial visit, we came back 1 month before our wedding to make exchange. I was a bit nervous coming in for this decision but the rest of the staff was unbelievably welcoming and John once again was so understanding and accommodating. Our purchase was more than just about the rings. It was about how we felt about the purchase. Both times my fiancée walked away with tears of pure joy. Several times she cried in the store. I pray this company supercedes expectations. It deserves every drop of success just because of the way they treat their customers. We are 100% happy with our experience and will be back for more. Thank you a million times over.

I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

Had an account in Barrington, IL was switched to Schaumburg, IL with my knowledge. Quarter meeting…read morewas always a battle because, my work finish time is 5pm, advisor and Schaumburg office account person was complaining about out 5:15 pm 30 minute phone call. Numerous last minute schedule changes due to family issues...Do they want to be advisors to my schedule or not??? Sick and tired of this whining bunch of so called advisors. Oh, and by the way, having so many "accounts" with little growth even though the market had been breaking records. So long Schwab, and hello to another group.

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.

Sean was very friendly and experienced. My wife and I showed up early for the Social Security and…read moreretirement seminar. It was a full house and all of Shawn's staff were very kind and helpful. We later met with Sean at his office and we are seriously considering signing on with him as our financial retirement advisor.

My husband and I have trusted our nest egg to Sean over the past five years; he has be helped our…read moreassets grow. With Sean's guidance and depth of knowledge, we both have been able to retire early, have been able to relocate to our retirement home, and we know that our wealth is as protected as it can be. All investments are subject to the uncertainty of the market . . . the impact on our finances has been minimized thanks to Sean. As a fiduciary, Sean has helped us with retirement, social security, and Medicare. If you are young person, don't think you have to wait to seek guidance - the more you do now, the better outcome you will realize. Trust your future with Sean; you won't be sorry.

My wife and I sat with Tim and got some great help and options for our future plans. He patiently…read morelistened and added some ideas to the conversation. Didn't charge us a dime. We were elated and appreciative of his time and will come back when we are prepared to move forward. I really recommend to listen to some of the ideas that were given to us and we think they will be helpful. We met Tim and Sean at a local seminar and was very happy we took him up on his free consultation offer. Really worth the time to sit and learn! Thanks again Mana David L

From the owner: Looking for help with Social Security planning or your 401K? Mana Financial offers a friendly, no…read morepressure way of doing business. We help simplify things, so you understand your options clearly. This allows you to make informed decisions that are best for your personal situation. Check out one of Tim's webinars if you have questions about your financial future.

I couldn't be more happy with Lauren and Kevin's knowledge and advice. Going into retirement I had…read morea fear that I wasn't ready which caused me a lot of sleepless nights. They took the time to evaluate everything for me and laid out a plan to insure I could enjoy my retirement without having to fear it. I highly recommend them.

This firm has done my taxes for the past few years and every year, goes above and beyond to put…read moretogether a detailed package for me. They have incredible staff and have always asked questions, kept me in the loop and delivered. They are incredibly knowledgeable which makes all the difference in a refund or how much you'll owe. They are a firm who knows the law, and what you can and can't write off. Mr. Augustine is wonderful. I can't say enough about this firm.

Called for a 1031 tax discussion. The person was rude and wanted money upfront to talk. How would…read moreyou trust a person who does not want to give you any consultation and expects you to give them your trust. Very disappointing. I am a business man too and do offer free consultation.