Financial Advising near Homer Glen, IL
15 locations found near Homer Glen
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Financial Advising
Financial Advising
“The ease of scheduling an appointment with Wozny Tax was unmatched. Their digital platform allowed me to find a time that worked for me without any hassle. But what truly sets them apart is their responsiveness. Questions and concerns were met with prompt, clear, and thoughtful answers, making what could have been a stressful process feel reassuring and managed. The tax preparation services were the best I have ever found. They also are such a life saver with payroll services and complete tax planning. In summary, Wozny Tax stands out as a beacon of excellence in accounting services. Their blend of professional expertise, exceptional customer service, and deep local engagement makes them the go-to firm for anyone looking for "trusted CPA services" or "expert financial planning near me" in Mokena. I wholeheartedly recommend them to anyone looking to secure their financial future with the help of genuine, top-rated professionals.”
Financial Advising
“We consider Tim Clark of Clark Financial Service to be the best CPA we have ever used. We have used him now for quite some time and come to him from the North West Suburbs to do so . He is also listed as A + on BBB.”
Financial Advising
“Trey was wonderful to work with and I strongly recommend him for all your mortgage needs. I had a unique situation that required balancing of a refinance on one house along with closing on a new purchase. He was detailed oriented to make sure everything worked out swiftly and without complications. Trey was responsive and available anytime I had questions. He helped me navigate a tricky situation at a challenging point in my life. Trey was a true professional and got the job done while being kind and considerate. While I hope not to refinance or purchase another home soon, I will certainly use Trey again when the time comes!”
Financial Advising
“In as little as 6 weeks Marcie helped me bring my credit score up 150 points!! She really explained the process and got negative marks off my account. She even told me how to dispute future marks if needed. Overall I'm super excited about my over all progress. I would recommend her to anyone looking to fix their credit. Now we are working on establishing good credit so that I can make it to the 700 - 800 club!!”
Financial Advising
“Ken is my advisor through my employment retirement plan. He and his staff are fantastic to work with. He reaches out a couple times a year to check in and to make sure you are comfortable in current selections ( which is currently rocky). He sent me a risk survey to re-evaluate to see if we needed to change up investment selections. He is also very easy to reach and talk to. Highly recommend Ken as a financial advisor.”
Financial Advising
“Definitely the best experience I've had when it comes to tax time. Suhar and her team are very friendly and extremely professional. Suhar took the time to explain things to me and find every possible credit. I will definitely be taking my business here going forward.”
Financial Advising
Financial Advising
“I had the pleasure of meeting Olivia Conner and I'm glad I did I'm a new investor and made it very easy to open a account. She a star in my eyes. Charles Schwab is lucky to have her.”
8:00 AM - 4:30 PM
15255 S 94th Ave, Orland Park
Financial Advising
Financial Advising
“Been comfortable with Ryan Cole acct mgr.Always available to set up appt within a few days and speak personally about the market and my acctAmy Farber took over as my account rep.Very happy with her. Seems concerned for her clients and has helped us make good decisions . We recommend her and appreciate her time and knowledge. 5*”
Financial Advising
“My point of contact here is Gulio Giometti who's a Financial Advisor. The reputation of Morgan Stanley is one thing and Gulio is just one of the nicest and easiest professional people to work with.”
Financial Advising
Financial Advising
“We have used Homer Financial for our taxes for several years. We have found Kelly and Randall to be courteous, efficient, accurate, and knowledgeable. Their turn-around time for completing tax filings is excellent.”