Chicago, IL Financial Consultant

Positive: Responsiveness

Jason is the Best!

Place blows

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism

The transition from the Pavlatos & Louizos organization to the Highview organization that occurred over the past year, has been seamless and very professional. I look fo ... more

I have been trading futures with RJ O’Brien for over 10 years. Some of the trading has been done on my own convictions as to where various commodities or indexes are he ... more

UBS

Patty is a smart, thoughtful, highly capable advisor. Recommend her whole heartedly!

Needed to find a new accountant and was referred to him. Very accommodating and professional and accepted me as a new client when others wouldnt. Fast and thorough. Highl ... more

UBS

Working with TC was terrific. He's very knowledgeable with an incredible work ethic. His knowledge of 1030 exchanges is amazing. I would highly recommend working with TC.

5 stars do not do justice to the service and detail he gave me with my home and car insurance. In these times, it is important to have the right coverage but also at a lo ... more

Its a super tool for our team at WFG agents

I enjoyed my time working with Mr. Brewer! He was very informative and most importantly personable! He answered all of my questions and made complex information digestibl ... more

Having a reliable financial advisor to refer my clients to is crucial as a mortgage broker. I've had the privilege of working Colin and his team at Merrill and I can't sa ... more

She is not only smart and great at what she does but she's also kind and bighearted. The perfect combination for a leader if you ask me!

If you are in need of a commercial loan Jovai Capital is a greet choice. They are great with equipment leases, commercial real estate, or working capital loans secured an ... more

I wasnt sure if the settlement was worth my businesss time. Mitena answered that question on the initial call. Their process was simple, transparent, and straight forward ... more

Im a small business owner who does not have strong bookkeeping skills. Since using Huston Bookkeeping I feel more organized and professional! Zandra is very reliable, com ... more

My agent, Cody Barren, is very knowledgeable and very helpful. He cares that his clients have the coverage they need at the best possible rates. He takes time to explain ... more

Professional email to schedule appointment.

Brian Stumpf is the a true model of a coach. He tailors a plan around his clients strengths so the client is comfortable and truly in control of their decision making. Wh ... more

Excellent attention and service % professional. And honest. thank you.

Great experience. Was able to get a line of credit fast. Tauro was reliable and will doing business with them in the future.

Not a trustworthy company. Your money will be stolen. All scam. Do no not invest with this company. Very bad experience. Pending lawsuit on the way!

I have been investing over 60 years and have had financial relationships with about 5 investment firms. Joel J. Moore CPFA - Merrill Lynch , have been absolutely marvelo ... more

Hey people you listen to me all the time need life insurance Primerica Primerica the best for all your needs they're going to take care of you believe me the best gift yo ... more

Becoming a client of Tribundant Financial has been one of the best decisions Ive made in the past few years. In my experience with this company, I have become more aware ... more

Dom handled my clients' Los Angeles new purchase financing like the pro that he is. Very efficient and a great communicator. I have been recommending Dom and his team to ... more

Holberg Financial was incredibly knowledgeable and helpful in giving me greater awareness and control over my finances. After my initial meeting, I already feel more empo ... more

I absolutely recommend Frank and his team at CBA Pension. They made the entire process of purchasing insurance extremely easy and efficient. All of the details were expla ... more

Corporate offices only. No ATM or anything else.

Mrs. Wright was awesome! Not only did she help me financially, she gave me knowledge on how to maintain & reciprocate the necessary steps for my future! I truly appreciat ... more

I am new here but the guy I was talking to was very nice

Disclaimer: My review is based on my own experience, and how I'm progressing in the program. My experience may not be applicable to other individuals. As a student who ha ... more

Kevin is great guy and extremely knowledgeable and always makes himself available. Kevin went above and beyond and exceeded all of our expectations. Not only did he quo ... more

Mr. Lane was very good. Patient with both myself and my wife. Thoroughly answered all of our questions and concerns. Thanks

EXCELLENT COMPANY! THEY DID EVERYTHING THAT THEY PROMISED. NO CONTRACT, NO LEASES. THEY REMOVED ABOUT 95% OF MY BILL. AND SAVED ME OVER 12K A YEAR. WILL SANTIAGO IS THE R ... more