Find the Best 18 Finance services in Woodstock, IL (Part 2)

Mark Hartwig We got started with FWM in 2014 after having - and moving from - 2 or 3 previous financial planners. The last, after about 2 years, had come up with a possibly well-intended but sketchy-sounding scheme. We had also learned that the good friends who referred us to that planner had left him due to great disappointment, along with another good friend to whom we had recommended that same planner. Weve sinced learned of others who left our previous planner and have chosen to work with FWM. We had become aware of FWM through their work for a longtime respected nonprofit. We received great information and advice from them, and especially Social Security information that was unique among planners at the time. It made a big - and very beneficial - difference in our retirement plans. Their motto is "Integrity leads, trust follows." As fiduciaries, they are held to the highest professional standards. They are required by law to not just guide clients towards what is *acceptable* for a client, but, in good faith, what is *best* for a client. I could go on, but I encourage you to explore whether Fraser Wealth Management might be a more appropriate fit as a trusted financial planning partner.

Richard Hodges Wonderful staff to work with. TJ is on top of all the tax laws and very knowledgeable. Weve had them doing our taxes for several years and highly recommend them.

TJ Kesteleyn Great bank! Theyre super personal and Ive never had an issue. Its also amazing to be able to call and talk to a real person and resolve issues in minutes! Thanks AmCom!

Lee Orenstein Gabriela was especially helpful, knowledgeable and patient!

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.

Nate Talmadge Working with The Hafferkamp Wealth Management group has been a game-changer for my financial growth. Blake’s guidance, in specific, has helped me make smart, confident decisions, and I’ve seen real progress. Highly recommend!