James P Michelsen - Private Wealth Advisor, Ameriprise Financial Services, LLC - Rockford (IL)

Rebecca Forbeck Very experienced and helpful!

Ophelia Love Cant access my money on random weekends because the website freezes and wont transfer money or show correct statement.

Dylan Adams I’ve been very pleased with the Josh and Clint’s customer service. They are always a pleasure to talk to. They even sent me a card in the mail celebrating the birth of my first child which was very thoughtful. They go above and beyond for their clients. I would recommend them to all My friends

Cinthya Mena Excellent service provided by Mirian, very skilled in her work. I recommend her. Excellent insurance prices.

Cameron Monti As a business/tax attorney, I find that I have many clients that are in need of an affordable and skilled CPA/accountant since I do not prepare federal or state tax returns. When I refer a client to another professional, I am well aware that I place my reputation on the line when I refer a client to someone else. That said, I do not hesitate to place my trust in Ron and his firm to assist my clients in the preparation of their federal and state tax returns. No matter how complex that accounting matter may be or the sophistication of the tax return, I trust Ron will provide excellent service and accounting advice.