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“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.”
“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”
“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!”
“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!”
“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!”
“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”
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“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.”