Alliance Wealth Management - Certified Financial Planner Illinois - Carbondale (IL)

Laura Nicole Jeff has always been very reliable for all of my policies I have through him, auto insurance, home insurance and life insurance. He is always helpful with any questions I may have, as well as helping me along the way with claims that have had to be made. I recommend him to anyone that needs any kind of insurance!!

Tawney Pfeifer Always Great,caring and flexible,..I would recommend them always

Michael Hagarty Jr Shane has been the absolute best insurance agent I have dealt with. He gets back to me quick and is always looking out for me. I appreciate having someone who is a true professional. I highly recommend Shane!

Claire McManus Tyler is phenomenal. I reached out to him with a complicated business insurance need that had a tight turnaround, and he went above and beyond to find me the correct policy. He found cost savings opportunities for me, and was extremely communicative. Couldnt have asked for a more seamless experience.

Brian Thomas Great people. Wonderful at what they do. I would recommend these people and this company to anyone.

Brandi Smith I’ve been in the financial services industry for over 15 years and have worked with a variety of teams—but none that match the level of care, detail, and attention that Abbie and Niralee bring to client service. Working at Osterbur Patel Wealth Management has been an incredibly fulfilling experience. Niralee leads with precision and thoughtfulness in everything she does, and Abbie brings a genuine energy and passion that makes both our team and our client relationships stronger. It’s refreshing to be part of a team that truly prioritizes people and goes above and beyond to make every client feel seen, supported, and valued.