A few years ago I had the opportunity to invest my entire 401K with an established firm and consult with an advisor that could provide me with guidance and knowledge to ensure I would continue my financial stability and reach my retirement goals. Tony met with me and we walked thru a few financial scenarios, ultimately selecting the one that meets my current needs.
I like that Tony listens to my concerns and values my opinion. He offers comprehensive financial advice. I have confidence in Tony and his continuing to assist me with my investments and earning goals.
Note, I live in Chicago and APC is in the burbs- I easily communicate with Tony & his team via email and phone.
In the early 1990s Tony and I worked at the same company. I appreciated his honesty and integrity then and still do now.
WHOA! Talk about great service! I just got my tax return and surprise. APC found more deductions than I ever knew about. Being self-employed, the new health care forms were very confusing to me. APC shared a few good tools so that I could learn about how to deal with the ACA rules and guidelines. Even though I am not at a point in my life that I have money to put aside in a big investment plan, APC provided me with the information I need so I can understand how to start. Monthly newsletters have been really interesting and always teach me something that I don't know about money. Their whole team from the receptionist to the owner really cares about my success. The environment is friendly and professional. I highly recommend APC for tax advice or financial planning. They are the best!
GUIDANCE & KNOWLEDGE-COMPREHENSIVE FINANCE SERVICES
APC Financial is a very professional, friendly and customer oriented company. They take the time to know my current and future needs. I've been with them for 20 + years and I have been very successful with them. I'm looking forward to retiring soon thanks to their financial advice.
APC definitely made fixing, filing, and understanding my taxes a lot easier. I recently went into APC when I realized the tax deadline was coming up and i needed to hurry to get them in. Having gone in there saved me so much time, money, and energy. They spelled everything out for me and took a major weight off of my shoulders. I hate tax season, APC makes it bearable.
When I learned Tony had launched his firm I sought his expertise to prepare my income tax returns. He also helped me set up my initial ROTH IRA.
We've been working with Tony and team for the past 3 years and they've been fantastic. They are always responsive to our requests and happy to explain the intricacies of tax and retirement planning. Highly recommended!
Apc Financial Group Ltd is a US Accounting firm based in Mount Prospect, Illinois. Apc Financial Group Ltd is located at 1150 W Northwest Hwy, Mt Prospect, IL 60056, USA.
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