Financial Advising near Lake Zurich, IL

“Review:
I've had the pleasure of being a client for over seven to eight years now, and I can confidently say that their service has consistently exceeded my expectations. From the moment I first engaged their services, I knew I was in capable hands.

What sets there business apart is their unparalleled communication. Unlike other CPAs I've worked with in the past, Kaizen’s prioritizes clear and frequent communication, ensuring that I am always in the loop regarding my financial matters. Whether it's a quick email update or a thorough discussion during our regular meetings, they goes above and beyond to keep me informed every step of the way.

Moreover, the personalized service I receive is truly exceptional. Kaizen takes the time to understand my unique financial situation and goals, providing tailored advice and strategies to help me maximize my savings and minimize my tax liabilities. Their one-on-one approach makes me feel valued as a client, and I appreciate the individualized attention they dedicate to my financial success.

I also can't emphasize enough the impact Kaizen's has had on my tax savings. Through their expertise and proactive tax planning, they have consistently found opportunities to save me a significant amount of money. From deductions to credits, they leaves no stone unturned in ensuring that I am optimizing my tax situation.

In summary, I wholeheartedly recommend their office to anyone in need of accounting and tax services. Their exceptional communication, personalized approach, and remarkable results make them stand out as a top-notch CPA firm. With Kaizen by your side, you can trust that your financial well-being is in excellent hands.”

“Adam at the Lake Zurich IL Schwab office is very nice. He answered my questions. We discussed things Schwab offers. I am very satisfied with this office. Thank you, Adam.”

“Very helpful, honest, trusted,
experienced, and understanding. What else can a person ask for.
Was recommended by a family member.
Thanks family member!”

“WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.”

“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 :)”

“The Tranel Financial Group is excellent. The customer service is superb. The staff is very professional. I love my advisor Joey. He listens to my financial needs and goals. This is the best Financial Group thus far. They are beyond the 5 stars.”

“My Wife and I couldn’t be happier with the Professional Team of people at Cukierski &Associates. Our meeting with Steven Yatesis always very professional and informative.We highly recommend them for your accounting and tax needs.All the best,Rick & Chris Rochetti”

“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”