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Kirkby, Phelan & Associates

5.0
  • Investment Service
  • Bloomingdale, IL

About this business

FinanceInvestment Service

About Kirkby, Phelan & Associates Since 1970, Kirkby, Phelan & Associates has been a trusted partner for thousands of individuals and small businesses across the country. The key to our 45+ years of success has always been our commitment to our clients. We listen carefully, respond promptly and plan effectively. Whether you are an individual investor or business owner, as a client of Kirkby, Phelan & Associates, you have access to an experienced and knowledgeable team of financial professionals who specialize in helping yo... read more

Location details

170 South Bloomingdale Road, Suite 100, Bloomingdale, IL, 60108, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.04 reviews
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Robert Schmit's profile image
Robert Schmit 
2 months ago

I had been a client of Kirkby&Assoc ( now Kirby Phelan ) for approx 50 years and took Steve Kirkby's advice in 1988 for a "TAX FREE " investment, WRONG. I (at 74 years old ) am facing over $50,000 in capital gains tax due to ERRORS in my returrns prepared by Kirby's firm.These errors compounded over 30 years are destroying my family and they have NO EXPLANATION as to how "TAX FREE " ( I'm looking at the 1988 letter now signed by Steve Kirby, who l trusted but was I wrong ) is now costing my family over $50,000. Current accou... read more

Heather-Rose M Solomon's profile image
Heather-Rose M Solomon 
a year ago

Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend. 

Janeth Yongco's profile image
Janeth Yongco 
2 weeks ago
Jeff S.'s profile image
Jeff S. 
2 months ago
Susan Phelan's profile image
Susan Phelan 
3 years ago
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Frequently asked questions about Kirkby, Phelan & Associates

How is Kirkby, Phelan & Associates rated?

Kirkby, Phelan & Associates has a 5 star rating with 4 reviews. 

When is Kirkby, Phelan & Associates open?

Kirkby, Phelan & Associates is closed now. It will open on Monday at 9:00 a.m.