Brian Lindsay - Morgan Stanley - Rockford (IL)

Brian Towne Raushana has been absolutely incredible. We faced several challenges due to issues with our previous CPA, and while it took time to untangle everything (through no fault of hers), Raushana worked closely with my accounting firm to resolve our backlog and ultimately saved us a significant amount of money. She’s been prompt, responsive, and patient with all of my questions especially given my limited knowledge of complex tax issues. Her ability to clearly explain complex tax issues, both business and personal, has been invaluable. Raushana is exceptionally knowledgeable and articulate, and I would highly recommend her to anyone in need of expert tax assistance.

Richard Coleman I called WFA to see if they could help me with financial planning and was connected with Martin. I described my history and current circumstances and goals during which Martin asked quite a few questions. He then made some very specific recommendations and answered my questions in turn. I then asked if WFA offered any services that I should sign up for and, to my surprise, Martin said he didnt think I needed their help at this time but that I could call again if something changed. I offered to pay for his time but he declined that as well. The entire experience was so friendly and helpful!

Brooke Wallace This is the BEST insurance agency locally without a doubt! Shannon has been our agent for 5+ yrs. She is extremely knowledgeable of coverages and I always feel shes looking out for our best interest (not something you can honestly say much anymore). Everyone at the agency is always very professional, friendly and willing to assist. If your looking for a great agency you wont be disappointed here.

angela Cansino-Vaughn I cant say enough great things about Michelle! She went above and beyond throughout my entire home-buying process. She was there every step of the way, ensuring I understood everything and always taking the time to explain things clearly. Unfortunately, the realty company I chose failed to address or explain many important details, but Michelle stepped in and provided the knowledge and guidance I needed—even when it wasn’t her job to do so. Her dedication, professionalism, and genuine care for her clients truly set her apart. I highly recommend Michelle to anyone looking for a loan officer who will go the extra mile!