Keywords: Financial activ financial systems inc il

Activ Financial Systems Inc - Wheaton (IL)

Address: 🏡 120 E Liberty Dr #200, Wheaton, IL 60187, USA
Phone : +1 (630) 682-5700
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJb8DP3mFUDogRfKk35Qc5hyc
#Illinois

Brad Meinhart - COUNTRY Financial Representative - Effingham

Daylene Brad is always very helpful and explains things so that we can understand Easily understand our coverages. I have recommended Brad many times.
5 /5

Amanda Orsburn | NMLS# 1082253 - Joliet

Katy Newcomb We have worked with Amanda for several loans now, and she has always been responsive and informative at every step of the process. She helped make the application process easy with helpful tips regarding the software. From the initial phone call with me wondering about an option to help cover college costs for our oldest to finding a convenient closing date and explaining what each paper we were signing at closing meant, Amanda always made me feel confident in the financial decisions we were making.
5 /5

Private Wealth Advisory Group - Crystal Lake

Rich Murphy My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!
5 /5
regions bank il 62454

Regions Bank - Robinson

Joe L My brother and I opened an estate account for our Dad after he passed away 2 months ago. He banked at Casey State Bank (see my reviews for the Marshall and Robinson Branches for more details.) After continued issues with Casey State Bank I told my brother that I wanted to close the Casey Bank account and open it at Regions Bank. I have banked with Regions for 20+ years and have always been very pleased with the service, not just in Robinson, but at various other branches in Indiana. I called Regions in Robinson before closing the Casey Bank account, and I spoke with Trent (I think I have his name right). I told him what I wanted to do, and wanted to make sure that I was remembering everything I needed to bring. He told me what I needed and for my brother and I to come in and we could get everything taken care of. I told him that my brother lived in a different state. He asked me what state, and I told him. He said that in that state there would be several branches very near him, regardless of where he lived in the state. He stated we could do my end of the paperwork in Robinson, then find out which branch my brother wanted to go to, and he would send the paperwork to them, and they could take care of his end of things. After closing the Casey account I went into Regions and asked for Trent. Trent was very helpful, knowledgeable, and professional. I told him the branch my brother wanted to go to. He told me that he would send it to a specific person at that branch and tell my brother to ask for him. The entire process was a breeze on my end. At the time of writing this my brother has not yet had the chance to go to the bank near him. I already have access to the account, this is just so that he can have access to the account as well since we are co-executors of Dads estate. I got a message today stating the checks were shipped yesterday.
5 /5

Slagle Financial - Edwardsville

Claire Bouse Slagle Financial has helped me start my investment journey. It is obvious that they really care about their clients. Their advisors are very knowledgeable and provide excellent customer service. Thank you Slagle Financial!
5 /5

Woodforest National Bank - Jacksonville

Dw_ Nick_ Good store good manager good employee great experience love to go back again! Yes
5 /5