1818 Wealth Advisors - Swansea (IL)

Chris Springer Dealing with finances can be difficult. Dave makes the process easy to understand. He provides excellent customer service and is extremely knowledgeable. He’s a family man and treats his clients as such. I trust Dave one thousand percent and appreciate his honesty and integrity.

scott offord I have been a mortgage customer twice at Home State Bank. Our mortgage banker Joe Starzynski has guided us through the process and it has gone well both times. I like working locally and Home State works for me. We went from initial application to closing in 23 days. I heartily recommend them!

Alesha Hewitt We have used Spears Title several times for our closings. When our current lender asked who we wanted to use, we knew exactly where to direct them. Their office is quick, professional and friendly. We appreciate them being right up the street for our convenience as well. Shelly was great to work with and we will definitely use them again in the future.

Zacc Worthy Adam and Stacey are great! Their customer service exceeds expectations! I have used their services for years and have nothing but positive things to say about them!

Dillon Mcneff I have worked with janice and Jeff from shelter on many occasions both have went above and beyond to help me. Great team. Thanks

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Kristen Young Been with Tammy for years. Nothing but quality customer service. Always gets back to you quickly and with a friendly tone.

Herbert Smith Elizabeth was awesome. She was very knowledgeable and helpful through the entire process. Give that woman a raise!