Merino Wealth Management - Chicago (IL)

Cherylynn Barnhill They are professional and offer affordable products to meet your needs. They take the time and care to explain in terms that a child could understand. The service provided is optimal, and exceeds any expectation. You will not feel sold, as they care about helping you meet your goals without breaking the bank. I would absolutely recommend this company to service my friends and family. What better way to be prepared then with people who genuinely care about your options.

Jaimee P Terri was awesome she was so helpful and right on task. She was able to find the answer to my problem and resolve it immediately. Sorry if name mispelling.

Stephanie Baker Brittany Starkey has great ties to the community and genuinely cares that you understand whats happening with your money. She answered as many questions as I asked and was very patient with me. It was clear that her advice was tailored specifically to my goals and situation, including helping me evaluate what was already happening with my money. Talking about money can make me nervous, but theres a great rapport in her office and I felt very comfortable. Its been a load off my mind!

melissa renfrow Super quick, and you dont have to sign every single document either since its all done by e-sign so its done after a few clicks of a button. Amber there is the absolute best she gets you the best she can with very small payments compared to the other guys.

Justin Freeman Always helpful, answers all my questions, and always finds me the best rate.

Brandon Nyman Kevin always has done a wonderful job for me and always at a reasonable price.

Asher Farlow I had an overlay complicated problem they fixed in 5 minutes coming in. They explained what it was, why it was, and what do to in order to fix it. I shouldve taken my friends advice and just used these guys to file my taxes because I used another service. It wasnt the problem, Im the one who goofed on it, but they never told me. Taylorville Tax Service sat me down, I explained everything, and they corrected my mistake instantly. So now Im sitting pretty knowing I have nothing to worry about. Thank you every much, looking forward to next tax season, I wont make the same mistake twice.