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!

After interviewing several financial advisors & becoming quite frustrated, my sister recommended I…read moremeet with David Geake. He presented a simple, straight forward plan, with no hidden fees! More importantly, he assumed the fiduciary responsibility of putting my interests first and did not have the self serving attitude, that I found in so many other financial advisors. After all, in many respects, this would be the man, I was going to entrust my quality of life with! As my sister is fond of saying, you have to finance The Dream, before you can live The Dream! I feel extremely lucky, to have David, as my financial advisor, guiding my way thru this strange new world! I highly recommend David and his staff to anyone seeking financial advice. They are The Best! I am Living The Dream! Thanks Dave! :)

if I can give them zero stars I would .They lie tell you anything to get a sale. I have sued them…read moreonce and won a small settlement. They are the worst dealt with James Geake awful just awful.

I have been a client of DeRose for more than 30 years. I'm grateful for their customer service,…read moreendless patience w me and guiding me in the right direction all these years. Their knowledge and advice far surpasses any other financial planning group out there. I trust Karen!!!!

From the owner: Financial Planning Retirement Planning…read moreWealth Management Asset Allocation Divorce Planning Expertise Business Succession Insurance

Scott Tucker has been stalking me electronically for 3 years. He is relentless with his barrage of…read moreemails. I have unsubscribed 9 times. I have created Rules in my Outlook to send his emails to Junk. I have called and asked him to remove me from his list. And yet, he has crafted his emails to harass me despite my best efforts to make him stop. Please Scott, take me off your list. I have no interest in doing business with you.

I have a new opinion of health insurance agents because of Scott Tucker, with InSphere Insurance…read moreSolutions. I am not impressed by most agents, which is why Scott really stands out. Here's why: -Scott comes to your home or favorite coffee shop, at your convenience. Others do this too, but Scott will be there before you arrive, prepared to make it an efficient meeting. -He works with underwriting to know if you will be approved BEFORE you spend time on an application. - Scott layers policies to cover the exposure of a large deductible, and will share information on how to get prescriptions for less than what you are paying now. His knowledge saves you cold hard cash. - If you call him, you will get a response within the day. His work ethic is amazing. -Scott works at warp speed for you. You will receive text messages from him which keep you posted as your application or claim goes through the system. We all sleep better having insurance to protect us. Scott Tucker will make sure your insurance dollar goes further than anyone I have ever met!

We've been a client of Zimmerman WM for about six years now and have been very happy. It was…read morecritical for us to find an advisor who was a fiduciary and was a good fit for our needs and we definitely found that in ZWM. We started working with ZWM when our son was an infant and we realized that our financial picture/goals were much different than when we were in our 20's. ZWM worked with us to create a truly personalized financial plan that fit OUR needs and they have helped us navigate our evolving financial changes including: retirement savings; investment selections in multiple 401k/IRA plans; 529-plan; estate planning; life insurance needs; etc. They are always available for help as our needs have changed over the years and have helped us stay on course. Net-net: we've recommended friends who are now clients and feel more comfortable about our financial position as we hit 40 than I would have thought possible.

From the owner: Comprehensive financial planning for the many seasons of your and your family's financial life. At…read moreZimmerman Wealth Management, LLC (ZWM), we see clients move from season to season: from emerging investors such as early-career professionals and entrepreneurs, to mid-career accumulators, to transitioning to retirement or sale of a business, to finding the best ways to pass on a legacy. We are there to help guide our clients through the arc of their financial lives. Our clients benefit from our personalized financial advising service, years of experience, flexibility, agility and individual focus on each of their unique situations; we are here to help to provide the best options for clients to achieve their goals, whatever they may be.

Michael answered the phone right away and took time to hear out what I was looking for. He…read morespecializes working with firemen and police which always awesome for first responders. He took some time getting to know me which is refreshing. I know I called him last minute for taxes and I'm sure he had more going on. 100% recommend him to anyone and he's a locally owned business right on the northwest side of Chicago.

We've been working with Mike for a couple years now and we are so glad we got started with him!…read moreWhile we were doing "ok" saving for retirement on our own, Mike has helped us make sure we're ready when the day comes (hopefully sooner vs later :)) I love the application he has us use to not only manage and track spending/savings but it's great for snapshot views of how you're doing and probability of success rates. (Yes, I'm kind of a math/numbers nerd) We've also helped get things lined up and organized outside of just retirement savings as well - all with the help and guidance of Mike. He really knows his stuff and goes the extra mile for his clients - not only on his end but taking the time to really explain it to us non-financial folks. Highly recommend his services!

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.