Lists an address in Chicago but all events outside the city and originally advised a yearly meeting…read moreto discuss and review finances only by phone or Zoom. Would never have signed up if I knew not able to meet yearly. They give out a fancy binder with a place to review yearly but never available in person. VERY SORRY I INVESTED WITH THEM. Unable to get my money out for10 years. Stay away from this company.

Been a customer for 2 years, only earned 1/4% in a market where 4-5% on savings and cd's are…read morecommon. Contacted the insurance company that has the annuity to remove funds, they will only give apx 85% of account balance back. An annuity through MTD was the worst decision I could make. Did not live up to the (hype) projections.

Have to be VERY proactive in watching investments with Significant Wealth…read more Communication within the company and to client is questionable. Also, limited investment choices. Markets change, but, have to be the one to call and tell advisor what is happening to account and how it's being reported on the internet and financial forms. If you decide to use this firm, be prepared to know exactly what services you need and want (not all provided in house) . Plan on regular meetings and watching your account.

I have to admit, I have never before had a financial advisor I liked. That probably accounts for my…read morelack of success in that arena as well. I've recently moved my assets to Bill Atkins and Brian Atkins with Atkins and Associates in Deerfield and cannot rave enough. Not only are they quick, thoughtful and efficient, they also the smartest guys in finance I've ever worked with. The formulas and algorithms they use are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best firm in town!

I had a great experience working with Connor. He was professional, responsive, and easy to…read morecommunicate with throughout the entire process. Everything was handled smoothly and efficiently, and the quality of his work really stood out. You can tell he takes pride in what he does and genuinely cares about his clients. I would definitely recommend Connor to anyone looking for reliable and high-quality service.

Accounting Freedom provides friendly, fast, and professional services whenever you need them…read more Having been a client with their agency for 35 years, I would not use any other company. Jim L.

I recommend working with John Cencig! He's fantastic!read more

We have been client's of Claremont Management Corp. for 19 years. John and Maria and the rest of…read morethe staff are fantastic. Easy to work with and they are always abreast of all the current tax laws for our personal and business accounts. Their fees are reasonable and just an all around trust worthy group of folks.

Five stars for Northwestern Insurance's Jay Langfelder! He cares about his customers. He researched…read moreseveral options for my auto insurance, to find a policy that I could afford. When we found a policy, they said it was going to take a week or two to activate it. Jay said that was unacceptable, and went to bat for me. He ended up coming up with a solution that was cheaper and I was able to get insurance that same day.

Filled out an online quote request and was contacted the next business day. Spoke with a female…read morerepresentative (Maxine?) who gathered my information and told me she would email me quotes later that day. Three days later and have heard nothing. Seems like they don't want or need additional business. Don't waste your time.

Rosie is an absolute hot exemplary woman who knows her business. She's extremely polite and…read morecaring about her position. She helped me tremendously in getting the best rates for my car insurance. Thank you from my heart for your service. Extremely happy Karen Walker 10 starts rate

David has been a wonderful agent, and Alex at the office is great too. David has written the…read moreinsurance on 3 properties for us so far and he is always responsive, and knowledgeable about the products we're discussing. He's a rare agent in that he writes the policy for what you need rather than trying to upsell, which is very much appreciated. Another plus is that he is always willing to review and make adjustments, so you never feel "stuck" with a policy and know adjustments can be made as life changes. Alex is the office manager and she is great. She handles whatever she can when you call and if it's something that David has to specifically address, she gets the complete message to him, so that phone calls are productive. This has been a very good experience, highly recommend David and his office for your insurance needs. Thank you.

Tiffany is amazing! Very open to a ridiculous amount of questions, and happy to shop around for the…read morebest package and price without you even having to ask. She's able to think about things creatively (like if you have an Airbnb vs long term tenants in a rental property, and how that might affect insurance), and is communicative even if she has the day off. Way above and beyond on service. She's one of the recommended insurance agents from Second City Real Estate (an investment property real estate brokerage), and for good reason. They're picky and only recommend the best, which is why they recommend Tiffany! I'm sure Tiffany also works with normal residential properties and businesses too. Email her for a quote and see what you think! She might not come back with the absolute most rock bottom price, but her prices are reasonable, and she gets you the best coverage, which is more important in the end should you ever need to file a claim.

5 years ago Gene Walters at Hometrust Mortgage guided me through the purchase of my Tower Lakes…read morehome like a superhero - 5 years later, I tapped Gene again to help me get the most out of my equity. Here is how it went: Gene, Your work ethic is amazing. You are truly a magician and top my list of "Master of Their Profession." Thank you, sir. Matt

Working with Dave's team at HomeTrust was a pleasure. They were responsive, quick, and clear, and…read moregot us to closing in under 20 business days. We were so happy with our experience