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 was seeking a local investing firm and happened to come across Kabarec Financial Advisors on…read moreYelp. Honestly, I didn't even know if they were exactly the right company for what I needed to do. So I just stopped in today and spoke with Michelle. Despite my frazzled and exhausted first-time-mom appearance and my "i have no decent clothes that fit right now so these sweats suffice" wardrobe, neither the receptionist nor Michelle made me feel out of place. As it turned out, for my situation, Michelle advised it is best for me to go to an investment firm and open an account directly with them. Michelle was quite professional, knowledgeable, and able to provide some great advice despite her company not being the exact fit for my needs. If I should ever be in need financial advising, I would absolutely return to Kabarec for their services.

From the owner: Our financial advisors in Chicago work with families and businesses to develop effective game plans…read morein a common language. For us, it's about making the complex simple. As financial advisors, our role is to enable you to confidently pursue your goals.

I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was…read morefaced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.

Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

Very good crew here that know their stuff. One of the best things is they are always reachable and…read moreif you have to leave a message with a question they get back to you right away. So far very pleased.

Wish I could give him and his company a zero. Manipulative and unresponsive when problems arose. I…read morewould recommend any other financial advisor in the area (anyone!) before I called upon him for anything.

Not good. Is looking out for himself first. He will try to place you in an annuity as fast as he…read morecan because he wants his high commission . Will not give you time to educate yourself or educate you . Annuity give the highest commission possible up front so he must work fast and he does . Most annuities are not a good choice. The insurance company is not going to let you win! He gets away with this too! Run for your life ! I worked way too long and hard for this to happen to my hard earned money .

My husband and I so grateful that we found Steve and his team at SGL! Steve has been so patient…read morewith us, meeting with us as many times as we need (it was often) to answer every question we have. He is an excellent communicator, explaining from his wealth of knowledge and decades of experience! With the recent downturn and volatility in the market, we are so thankful for their diversified income strategy. We sleep much better at night! Steve and his team are even helping us resolve a mistake made by my husband's employer on our IL taxes. All around, we know that we are in very capable hands. Thank you Steve!

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!

Run! I had a bad experience with them. They charged me after I asked for my services to be stopped…read more A Also added fee do not give them your debt card information they automatically debt for additional fees you are not told about. They also have poor customer service the supervisors do not get on phone. I will never use the service again. He basically told me that they sit back and wait and kept trying my card after I called them to cancel services. The also call you multiple times a day from a dialer

Mike and Nick as well as the rest of the staff are wonderful people. Would recommend them to anyone…read moreand everyone!

Gerry is rude and does not return phone calls in a timely manner. I will not use his servicesread more

Murph, Is extremely…read morethorough and knowledgeable on our taxes and tax laws. Explains everything in a way we can understand and had advice on our taxes in the future. One of the best around

Patrick put the wrong PIN on my 2018 IL-1040 for Property Tax Credit. He used my income property…read morePIN, instead of my principal residence. There should have been no confusion as I sold my income property and had all those documents separated for him. However, as a result, I received a return correction notice zeroing out my $600+ credit. I called Patrick to correct his mistake and he directed me to work with the Dept. of Revenue directly to provide what they are looking for. Now, they are saying I can only claim part of the credit because I bought the house in 2017. Reading online, it looks like I'm eligible for the credit on my sold property too. 6 months later, I still need to submit new documents and figure this out myself. Isn't that what I paid him for? By the time this is over, I will have spent countless hours on this over 8-10 months to fix his simple mistake. I think he knows what he's doing but he is working too fast and is prone to mistakes as a result. Then you're on your own to fix his mistakes.