Julie A Whelan CPA LLC - Waterloo (IL)

Matthew Shaw A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I dont believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put a price tag on the value he brings and I am confident I will be a client of his until I die. God Bless Kyle and his company Long Planning for helping my family and others. Thank You Kyle

Edith Carvajal Bautista Filing taxes this season was a very pleasant experience! I switched over to Hugo after receiving an awesome recommendation from my best friend. Mr. Rodriguez is extremely knowledgeable in IRS concepts. He simplified the answers to all of my questions. I felt extremely comfortable with the information Hugo submitted for my son and me. Moreover, his technology usage is a time saver! It’s also an effective method for teaching his clients about the tax filing process. Above all, the welcoming space adds ease to completing this yearly task. Thank you Hugo for valuing my time and providing the electronic appointment calendar to ensure an AMAZING service!

Deb Patton Luke Lohmeyer has always gone out of his way to provide guidance and options for our insurance needs. He is prompt and professional, and looks out for the best interests of his clients. For a highly knowledgeable and professional insurance agency we recommend Frisbee and Lohmeyer for all of your insurance needs! Coach Jim and Dr. Deb Patton

Max Lomax Ivan handled my loan so professional .he explained every detail. Im impressed with your company. My loan was approved in minutes and money direct in my acct same say

Bill McMilleon, Sr. Chad Fox has been my agent for several years now and I am extremely satisfied with his handling of my insurance needs. He is responsive to inquiries and diligent in assisting with personal issues that may arise. I would strongly recommend him for any insurance and financial needs.