Amy Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC - Rockford (IL)

Stacy Cisneros Carrie, my representative, has always been very professional, efficient, and looks for ways to help our business optimize our financial growth. Highly recommend!

Yo Yo This place is an amazing place to work with. I applied on online and had a agent call me within a day, staff was very helpful and very understanding. Would reccomend this place to anyone who needs a loan. Best part is their interest rate was not high at all!

Randy Smith Tim and Kristin are incredibly helpful. They have helped me through many complicated investment and inheritance situations. They are always willing to offer advise and have not steered me wrong.

Jan Crites My agent, Chuck Schmucker, went the extra mile to help me with my insurance needs!

Roger Fox Stephanie who did my taxes was very professional and fun to work with. Very pleased with service.

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.