Rosa is incredible! She is truly your friend and advocate and has treated me like she would treat…read morefamily. She has demonstrated this mulitple times through the years as my agent. I don't know that you will find anyone who cares more about helping find a solution to any issue.

Personal service is getting to be a lost art! Not at the…read moreBrian Lock State Farm agency in Glencoe. Rosa Stefani has kicked this art up to a new level. Intense and committed listening and questioning are so very special traits of Rosa. I would recommend Rosa and the agency for all your insurance needs. Sincerely Nick Brown

I chose to use FPHC because a friend raved about them. I knew that my finances in 2025 would be…read morevery different from previous years, and I wanted to make sure that I was planning in advance and that, once tax season rolled around, my return would be prepared accurately. I started working with them over the summer. At that time, I wanted to make sure that I was paying estimated taxes correctly. Soon after my first meeting, I had an unexpected need to liquidate investments that left me with large capital gains. I received advice about adjusting estimated tax payments to reflect this, which I followed. Early this year, they handled my federal and state tax returns. To say there were mistakes would be an understatement. I ended up having to use one of the online tax prep programs, print out that information, and bring it in so that my return could be completed correctly. None of the information that I had provided over the summer was taken into account - I'm pretty sure that, despite conversations with them and a rather unique name, they have two separate files for me and think that I am two different people. Then I got a letter from the state informing me that they were penalizing me for incorrectly paying estimated taxes. Since my income was not consistent, due to the large capital gains received over the summer, they should have completed a specific form. This form had not been completed. I contacted the office and was told that it was MY responsibility to complete this form - it was not something that they would do for me. You would think that, given the fact that I had to provide them with a completed draft return and they failed to file the correct forms, there would be some sort of concession on fees. Not so - between what I paid over the summer and what I have been billed for the spring, they are getting over $1000. I suppose I should consider this a bargain - if I hadn't done all of the work myself, I would have lost over $3000 in refunds! Needless to say, they will not be preparing my returns in the future.

This firm is very professional and spends time helping and explaining everything to you so you feel…read moreinformed. I had a previous accountant that just threw everything together and never went over anything with me to make sure it was accurate. Scott Storz is who I deal with here at FPHC and he is great! I feel confident that things are correct when I use them. Highly recommend.

Had an amazing experience today with the agents in this firm especially Johanna Jurado who was…read moreclear and inviting and extremely nice. I would recommend anyone looking for a good insurance give these guys a chance.

Huber Financial is great to work with and we have had nothing but a positive experience - excellent…read moreservice, great communication and insights and they truly care about their clients. It's hard to trust a financial advisor, but we fully trust Huber with what they do and they also have a great network of people to recommend if needed. Highly recommend.

I had a horrible experience with Huber. While in the throes of a divorce, I was assured that our…read moreconversations and transactions would be confidential from this point forward (regarding monies in MY name exclusively) from my soon to be ex, now that we are splitting. However, the very next day after our meeting, my ex made a phone call to discuss my "confidential meeting". I would have pulled my money right there and then, but lawyers suggested it would be 'cleaner' to wait until the divorce was final... Months later, when my soon to be ex made it known that he was aware of a withdrawal I made, I called to find out what happened and was told that he still had on-line access to my accounts!!! So he could 'spy' on what I was doing all this time. They removed access from him, but it was after the damage was done. The final straw came when I asked for some items to be sold, and was told that one of them could not be sold because there 'were no buyers'. I asked how that could be? My statement shows its worth almost $9,000, but she couldn't sell it for me so it wasn't really worth anything...and this was part of my divorce settlement!! I made a call to Charles Schwab who said selling it was "simply a matter of entering a sell order"...and that telling me otherwise was "disingenuous at best and probably just an outright lie." When I shared this with Huber, they were 'suddenly' able to sell it immediately for me. In a last-ditch effort to keep me from taking my investments elsewhere, they actually had a third person (since bridges were burnt with the one who conversed with my soon-to-be ex and the one who lied about not being able to sell the items I asked to sell) call to ask if I would be willing to work with HER... (and get this...) because she is also divorced so she understands what I'm going through. Seriously so unprofessional!! I cannot in good faith recommend these people.

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.

These guys are very professional and trustworthy when it comes to completing and submitting tax…read moreforms to the IRS with an expedited tax return. Submitting taxes through them, it's possible to get a tax return within 2-3 weeks on average. Thought the IRS is rather slow in processing tax returns these days, 2-3 weeks has been the the historical average for those sent by Liberty Tax. Also, if you run a business, the cost of the tax preparation fee can be written off as a business expense the following year. Highly recommend. 10/10

I DO NOT recommend using the services at Liberty Tax in Lake in the Hills. They're very…read moreover-priced and misleading! First, regarding price, it was almost 3 times more that what I've ever paid at any HR Block, Jackson Hewitt's, and private CPA's. Secondly, regarding being misleading; the owner, Shamma, is quite misleading when telling you to come in for a free estimate. I had called their office to get an estimate over the phone and was told to just come in for a free estimate and that they would look over my taxes and then give me an estimate at that time. Well, upon arrival the owner just proceeded to do my taxes. Initially, I wasn't sure if she was reviewing them to give me an estimate, but after about 15 mins I realized I had been duped and that I was not going to get an estimate and that she was actually filing the entire return. I felt tricked and I thought...just let it go, I guess I don't really need an estimate. Finally, after she completed my taxes, she finally told me the charge it would cost me. SHOCKING!!!! RIP-OFF!!!! I have no idea if that was the free estimate or if she was just telling me what I owed her, but it was an uncomfortable situation that I was put into. I was not about to say no thank you, I don't want to pay you for the last 20 minutes you spent doing my taxes, so I just paid her. I don't like being mislead. If you're going to give me an estimate, give me an estimate before you do all the work and have me sit there while you do it. I felt tricked by their office. This deliberate strategy of just get the customer in for a free estimate and then stick it to them, is not good business. Yes, you'll get the customer once, but never the same customer again! And word of mouth is huge...expect I'll be telling this story to everyone I know. I would not recommend using their service and will definitely never use them again!

Fast and reliable business. I have been doing my taxes here for 11 years now. They always give me…read morethe best advice for my taxes

Chico's Tax is awesome. Very nice people, they do a great job & fast. I definately would…read morerecommend them.

Was thinking about switching to Schwab. They had me meet with Brian Richter. For what it's worth I…read morehave a little over 1 million in net worth. That may not be that much by Geneva standards, I don't know. But Brian is not the guy they should have meeting potential clients. Not a great personality and doesn't seem to be that knowledgeable. Left not feeling very good about things. I am going to go with Edward Jones.

My family has been working with Charles Schwab for many years with three generations of family…read moreinvestors. We were so happy to have Scott Cullitan open the Geneva, Illinois office. The team at Schwab is outstanding. I use the Schwab website almost daily to learn and observe market. The on line telephone service is excellent for help with quick questions. Our recent encounter with Scott was most exciting when he introduced us to a new partnership with Cerity Partners. Finally in one place I have guidance from Charles Schwab and now can finally get complete information on many other areas of wealth planning, and more so financial and TAX and retirement planning. Thank you.