Financial Advising near Lombard, IL

14 locations found near Lombard

“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!”

5 Superb14 Reviews

“The Goldstone event was great . The venue was amazing and much like the people at Goldstone…. 100% class. Thank you for hosting. We had a great time meeting the team and fellow clients.”

4.8 Superb80 Reviews

“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.”

5 Superb20 Reviews

“I decided to try speaking with a few fiduciary financial advisers recently. Last up was Nicky Amore from Falcon. Her approach is smart, as it entails a series of appointments (at no cost to the client), during which you become familiar with her and her style, which is calm and very informative. She actually teaches financial courses, so this is basically second nature to her.

I've still not decided if I'm going to sign up with any financial advisers, as some of the best advice I've gotten to date is for me to educate and inform myself much more thoroughly. But once I'm educated, if I want someone to overlook my finances--and chances are that I will--I believe I'll be calling Nicky Amore.”

4.7 Superb24 Reviews

“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!”

4 Good8 Reviews

“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!”

3.2 Average18 Reviews

“"I appreciate the great service I've received from Radha Associates Inc. Radha always responded quickly to my questions and explained complicated tax and accounting concepts clearly and concisely. The expertise and attention to detail have given me peace of mind that my taxes are accurate and complete. Thank you for your work on my financial statements. Your in-depth analysis helped me make informed decisions for my business. I'm impressed by your professionalism and customer service. Your team always goes above and beyond to ensure my needs are met. Lastly, I'm grateful for your help in achieving my financial goals. Your expert advice and guidance have been incredibly valuable, and I look forward to continuing to work with you." I highly recommend Radha Associates for Tax and Financial Services.”

3.4 Good12 Reviews

“I met with my advisor, Melissa, to review my portfolio. She was a great help and didn't try to upsell me, even though my investments were not all in the Fidelity family of funds.”

2.4 Poor21 Reviews

“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”

1.9 Poor35 Reviews

“Best credit union i have ever been to everything was done professional all the workers there were nice especially the branch manager Cindy she is super nice and professional helped me with my loan and gave me a few pointers on future applications A+++++++?”

1.5 Poor11 Reviews

“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.”

1.6 Poor175 Reviews

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