Financial Self Reliance, Inc.

Reviews, get directions and contact details for Financial Self Reliance, Inc.

Address: 444 N York Rd, Elmhurst, IL 60126, USA

Phone: (630) 993-8200

Website

State: Illinois

Zip Code: 60126

Opening Hours

Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

Do not use this place!  Bob made an error on my fiance' and my taxes in 2014.  When you are paying a CPA $350 each to have returns done they should be correct.  My Fidelity advisor and I called Bob to tell him what he needed to do for mine to be done correct and he ignored what we agreed to and did nothing.  A CPA should understand Roth IRA's, but neither Bob nor his relative who is a financial advisor in this office gave me the correct advice and actually would have cost me more money had my Fidelity guy not taken care of me.  Unfortunately I did have to pay my new CPA to correct his error.  I did not trust Bob to touch my taxes any further even if he offered to do it for free.  As if that is not bad enough, my fiance' went to Bob and asked him to correct the mistake he made on his taxes and he wanted $250 to make the correction.  Are you kidding me???  I have no idea how much he would have wanted to correct mine, but likely another $250.  We already paid him $700 between the both of us.  We paid him because he should be know more than us; so why are we telling the CPA what he did wrong?  His response was I will fix it, but you are going to pay almost as much as you paid to have them done originally. So does he make these mistakes and purposefully not follow through on what he says so he can charge you to correct?  This is unprofessional and unethical!

 9 years ago (27-04-2016)

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Financial Self Reliance, Inc.

Reviews, get directions and contact details for Financial Self Reliance, Inc.

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