Strategize Taxes And Investments - Joliet (IL)

Susanne Roa Was given explicit instructions as to what I wanted him to do. He did not return my phone calls and did not take the action I specified. When he did call he would try to talk me into doing something I did not want. What should have been taken care of within a week dragged out to months and I finally had to get very stern and forceful acting. I would never let him be in control of my money.

Amber Spurling The girls here are fabulous! They greet me on a first name basis and are always very friendly. Highly recommend.

Hailey Sloan I absolutely hate this banking company. I’ve had nothing but problems with them for years each time you transfer money from your savings to your checking they automatically take five dollars and they didn’t mention anything about online banking being shut down today so I had to put my whole grocery cart full of groceries back because I wasn’t able to transfer money Because the banking was down