CAFCU - Mt Carmel (IL)

Heather Tabb During what was undoubtedly one of the most challenging times of my life, Brooke proved to be an invaluable support. She navigated through my divorce proceedings with sensitivity and grace. Brooke was thorough in her approach, making sure I understood all my options for maintenance. Her genuine care and empathy made a significant difference in my experience. Brooke’s professionalism and timely communication helped alleviate my stress in this emotional process. I am deeply grateful for her service and highly recommend her to anyone facing similar circumstances.

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Sheila Latona Very caring and down to earth people.

Kim Cohan I like that they are very honesty and open. Lori is the best

Cristobal Roman I had a fantastic experience with Dain Conway ! The entire team was incredibly knowledgeable, professional, and efficient. They took the time to understand my situation, explained everything clearly, and made the entire process stress-free. I truly felt like I was in good hands. If youre looking for expert advice and outstanding service, I highly recommend them.