Financial institution - Waukegan (IL)

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

Pamela Enck Never answers the phone

Lisa Gillentine Luna and Jason I cannot say enough amazing things about this jewelry store! My fiancé worked with them to design a custom engagement ring, and when I saw it for the first time, I was completely speechless. It is, without a doubt, the most beautiful piece of jewelry I’ve ever seen so unique, timeless, and so full of meaning. The craftsmanship is flawless, and every detail reflects care, creativity, and quality. They brought his vision to life in a way that went above and beyond what either of us imagined. Thank you for creating something so special that we’ll cherish forever. If you’re looking for a place that truly understands the importance of what they’re making, this is it.

RSGC Productions Always friendly service and has been a great bank at every location Ive ever been to.