Financial Advising near Itasca, IL
22 locations found near Itasca
View Map
Financial Advising
Financial Advising
Financial Advising
“Tony and Valentina and the rest of the APC group have been more than amazing in helping guide me in my financial journey, especially being in my 20s with a bunch of questions. They're an incredible company :)”
Financial Advising
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
Financial Advising
“Barb and Seth have gone above and beyond any previous accountants I have had. Finding them has been a blessing for both my business and me personally. They are very knowledgeable and professional. I would recommend them to anyone looking for an accountant or bookkeeper.”
Financial Advising
“Nicky Amore proved to be an knowledgeable consultant, demonstrating a personal touch and approachability with assisting in my financial journey. Her communication was notably clear as she make plain the purpose of Falcon Wealth Planning and elaborated on how she could address my inquiries regarding retirement planning. Offering a honest assessment of my financial goals, Nicky guided me through a comprehensive understanding of the next financial steps I should take.”
Financial Advising
“Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend.”
Financial Advising
“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”
Financial Advising
“I've been going to Hurt for a few years now. Both Jim and his Father have done my taxes, and I've been very pleased with the service! They are great at what they do, very thorough, and genuinely good people! I highly recommend Hurt and Associates!”
Financial Advising
Financial Advising
“Agatha was very kind. We asked for help with a house loan. As new buyers, we needed a lot of guidance and she was always willing to answer any questions we had. She also speaks Polish! She was super fast and worked out any issues we had. US Financial as a whole works very hard and we knew we were in good hands, both with her, her brother, who was our financial advisor, and her father who does our taxes. Having everyone all in one place was super convenient, and helped ease our stress when dealing with a lot during our buying process. I will definitely come back when rates go down and I’ll need assistance refinancing my house.”
Financial Advising
Financial Advising
“Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!”
Financial Advising
“I am finally out of debt. I am so thankful to ARA for getting me a settlement offer that was a peace of cake to payoff. They were also very pleasant during the whole process. Very happy with ARA!”
Financial Advising
“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
Financial Advising
“The staff is extremely helpful, friendly, and professional! They have such an amazing understanding of taxes and financial advice. I constantly recommend these people to all my friends. Love this place!”
Financial Advising
“Jonlyn & Associates is always professional and very helpful with my tax needs and preparation. They are very knowledgeable and customer-service oriented. Thank you for being so!”
Financial Advising
“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”
Financial Advising
“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”
Financial Advising
“I use the Northlake Illinois US Bank on a regular basis, (3 years now) I have always received great customer service by the manager and staff, all of my questions and concerns have been addressed by the team members. They are extremely professional and are quite knowledgeable regarding bank procedure's as well as great customer service. They always go above and beyond to insure that I am happy with my bank experience before I leave. It is my opinion that this branch would describe the standards that all banks should follow by example. I believe that the bank manager and employees should be commended for their competence. I am so grateful for all the services that this branch provides me with. I regularly recommend this bank to my friends and family members. Dennis W”
Financial Advising
“I use the Northlake Illinois US Bank on a regular basis, (3 years now) I have always received great customer service by the manager and staff, all of my questions and concerns have been addressed by the team members. They are extremely professional and are quite knowledgeable regarding bank procedure's as well as great customer service. They always go above and beyond to insure that I am happy with my bank experience before I leave. It is my opinion that this branch would describe the standards that all banks should follow by example. I believe that the bank manager and employees should be commended for their competence. I am so grateful for all the services that this branch provides me with. I regularly recommend this bank to my friends and family members. Dennis W”
Financial Advising
“Banking exclusively with Alliant for 5 years. Excellent UX, great mission behind the company, you can feel good about where you keep your money. And tons of hidden perks like covering overdraft fees. I've never had to pay any of the ridiculous fees associated with basically every other bank. Alliant is excellent.”
“We heard the founder of Goldstone Financial on Channel 9 news. I did some research and made an appoint last year, it was the best decision we could have made. The staff is friendly, professional and extremely knowledgeable in all areas of financial issues. Just wish we found them sooner. I’m very pleased with the direction we are going and the plan in place for retirement. This company is truly about the clients best interest. Give them a call, you have nothing to loose and everything to gain.”