Emmett Financial Services Inc - Lake Forest, Illinois

Address: 13719 W Laurel Dr, Lake Forest, IL 60045.
Phone: 76801120.
Website: emmettfinancialservices.com
Specialties: Certified public accountant, Accountant, Estate planning attorney, Financial planner, Attorney.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Emmett Financial Services Inc

☎️76801120

⏰ Open Hours of Emmett Financial Services Inc

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of Emmett Financial Services Inc., designed to be helpful and informative, presented in a formal and approachable style:

Introduction to Emmett Financial Services Inc.

For individuals and businesses seeking comprehensive financial guidance, Emmett Financial Services Inc. presents a highly regarded option. Located at 13719 W Laurel Dr, Lake Forest, IL 60045, and easily reachable at Phone: 76801120, this firm offers a diverse range of services designed to meet complex financial needs. Their website, Website: emmettfinancialservices.com, provides further details and facilitates convenient contact.

Core Specialties & Services

Emmett Financial Services distinguishes itself through its multi-disciplinary approach. They offer expertise in several crucial areas, including:

Certified Public Accountant (CPA): Providing robust accounting services, tax preparation, and financial reporting.
Accountant: General accounting support for businesses and individuals.
Estate Planning Attorney: Expertise in wills, trusts, and other estate planning instruments to safeguard assets and ensure a smooth transition.
Financial Planner: Personalized financial planning services encompassing retirement planning, investment management, and insurance strategies.
Attorney: Legal counsel on a variety of financial matters.

Key Features & Accessibility

Emmett Financial Services is committed to providing a user-friendly and accessible experience. They offer:

Onsite Services: Traditional in-person consultations are available.
Online Appointments: Convenient scheduling options for those preferring remote meetings.
Accessibility: The firm is designed to be wheelchair accessible, featuring an accessible entrance and parking lot.

It’s important to note that an appointment is required for all consultations, and appointments are highly recommended to ensure optimal service delivery.

Client Feedback & Reputation

Emmett Financial Services boasts a strong reputation, evidenced by 19 reviews on Google My Business with an impressive average opinion of 5/5. This positive feedback suggests a dedication to client satisfaction and a team that prioritizes responsiveness and problem-solving – elements often highlighted in client testimonials. The firm appears to cultivate long-term relationships, with several clients reporting significant business growth thanks to their guidance.

Recommendation

Based on its comprehensive service offerings, commitment to accessibility, and overwhelmingly positive client feedback, Emmett Financial Services Inc. appears to be an excellent choice for individuals and businesses seeking reliable and experienced financial professionals. We strongly encourage anyone needing guidance in areas such as tax planning, estate management, or overall financial strategy to explore their services further. For detailed information and to schedule an appointment, we recommend visiting their website: emmettfinancialservices.com.

👍 Reviews of Emmett Financial Services Inc

Emmett Financial Services Inc - Lake Forest, Illinois

Scott G.

5/5

I've been working with Bob for many years. He's incredibly responsive and a great problem solver. With Bob's help, I've been able to grow my business significantly. Highly recommend!

Swinden H. (. S.

5/5

Robert Lee and Emmett Financial has been my professional and personal CPA service for nearly 32 years. I have complete confidence and trust in Bob. He has offered us his wonderful advice, direction, suggestions, and dedicated service over the years. I am very grateful to call Bob my friend and colleague. I like many things about the way that Bob cares for those that he works with especially the way that he interacts with you when you call him. It's like you are his only client. He always has a moment for you and you never feel rushed. I would highly recommend him and his company to anyone looking for a CPA Service company.

Mary T. L.

5/5

For years I've been asking Bob to set up a website so I could write him a stellar review. And here it is....if I could give him 6 stars, I would. He literally is the jack of all trades - stellar accountant, financial advisor, lawyer, and realtor and I have used all of his expertise. I have been so impressed by his variety of knowledge but more importantly his amazing character and ability to make you feel like you're his only client. In addition, working with his office has been a pleasure - Curtis and Bob's wonderful wife Nancy (from the real estate aspect) have been wonderful. Emmett Financial Services has great people and gives top of the line service, you will not be disappointed.

Bassam Z.

5/5

I have been with Bob Lee for almost 15 years now, even when I moved out to California 10 years ago I kept using Emmett Financial Services, not only for tax but for financial decisions, planning, consulting, and real estate.
The service is great, professional, and very effective (the decisions made always yield great results), I have tried other financial service before but always went back to Emmett Financial Services for crucial decisions and since a while back I have been working exclusively with Emmett Financial Services, their financial advice is not just by the book, but personal and always tailored towards the betterment of my family's future.

Jim M.

5/5

Bob Lee and the Emmett Financial team are top financial planners and tax preparers. Bob has prepared my personal taxes each year since 1990 and his service and work product has been impeccable. I trust Bob implicitly and provide my highest recommendation.

Mary K. A.

5/5

Okay, I'm usually that person that skips over writing the review (sorry). However, I just couldn't do that this time:

I cannot say enough amazing things about Emmett Financial and the work Bob has done for my family and I. Bob is dedicated to helping his clients 1000%. Bob has been my go-to for anything tax-related, finance-related or law-related for years now. To be frank, I don't understand taxes well at all. Bob has been so kind and patient while answering all my questions and explaining everything in a manner I can understand. He has guided my husband and I in financial planning and through the purchase of our first home. In fact, he was our realtor (yep, he does that too)! He's one of those people who, you can tell, truly enjoys sitting and chatting with you and helping you....and he truly wants what is best for you. He is affordable and has saved us so much money over the years through his work. Gosh, I could go on and on but I'll stop here for the sake of (some) brevity.

I cannot recommend Emmett Financial enough. Give him a call and you won't regret it. Amazing.

Jane W.

5/5

We have been working with Bob Lee at Emmet for many, many years! He has always been extremely responsive and helpful. He’s helped us out tremendously with tax filings and many other things, and now since my husband just passed, he’s been helping me with my Will and trust! Working with Bob has been and is a pleasure. Actually, I t’s not work at all! He’s been outstanding as our CPA for many years. JPW

Mary L.

5/5

Bob Lee is our trusted advisor and accountant for our family's taxes and two small businesses. He guided us through the incorporating process and establishing a defined benefit account. As we moved from Illinois to Minnesota, back to Illinois, and now reside in Florida, Bob remains our go-to-tax account and advisor.