Can anyone recommend a local Certified Public Accountant? Looking for someone who is highly competent and a great communicator to help guide our personal finances. ...
Denise S. replied:
I am a CPA but, my expertise is not in financial planning. I was going to suggest Paul Dillman, CPA/PFS who is in Oak Forest. I do know that Larry Lehman does work independently w/Paul in the financial services areas... so, I would think either CPA w/b a good choice. I don't think that Larry has any additional personal financial planning credentials (PFS, CFP, etc.) though.. that w/b a choice that you would have to make.