Financial Planners near Palos Park

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“We are incredibly grateful for Alex & all of Kubiak CPAs as they helped us navigate a mess previously created by our former accountant. They make everything seamless and are ALWAYS available. They work around the clock and hold themselves to an incredibly high standard. I recommend them to all my friends & family!“

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“Larry has been my financial advisor for about 8 years, beginning while I was working and continuing on now that I'm retired.

I was handling my own investments before I met Larry, and things were going well. After meeting with him I realized there was so much more to think about with my investments.

He has guided me through Roth conversions, tax planning, IRA withdrawals, Social Security strategies and more.

He is always available, and promptly replies back to my questions. He has a common sense approach to managing my money, and he has my full confidence. Plus he's an entertaining guy to talk with!

I highly recommend Larry. His commitment to his clients is unmatched, and he always has my best interests in mind.“

“Ranjit and his team at UWS combine RIA and Financial Planning Services in a dedicated, methodical synergy all whilst maintaining clear and open lines of communication at all times- highly recommend“

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“Retiring can be a nerve racking event , but working with Tim it immediately became exactly what my wife and I hoped it would be. The knowledge and expertise that Tim brings to the table gives a true sense of calm. You can always find individuals who know their profession but it's hard to find someone not only who knows his profession but also has a general concern about their client the way Tim does. I would strongly recommend Quinn Financial Planning to anyone who is looking for the personal touch.“

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“Multiple times in the last 2 1/2+ years I have needed their help getting papers from my mothers accounts. I picked up (hopefully) the last ones today. Kathy was awesome in getting it all together. It is so appreciated“