Baird Private Wealth Management - Rockford (IL)

Tracy Kaiser I will never go elsewhere. I’ve even moved to another state and continue using her services.Professional in every aspect. Don’t go to tax preparation companies that “herd” people through. Your going to pay more for less at places like that. Having Nancy Winter CPA prepare my taxes has been the best decision for my family. If I have questions about anything that is financial and will affect my taxes I call her and she always responds.

Justin Bowling Matt is very knowledgeable about the insurance products offered by Country Financial and discusses the pros and cons of each depending on the needs of the customer. He is quick to return a phone call or email when I have a question about my policy or claim. He is also willing to find the answer to those questions if he doesnt already know the answer.

Jacklyn Fletcher Tony and his team are truly the best! Theyre friendly, easy to work with, and always take the time to make sure you understand your options. You can tell they really care about their customers. I’ve had nothing but great experiences with this office and highly recommend their services to anyone looking!

Mona Mona Trevier was a joy to work with on all projects. We had a goal set for what needed to be done and he surpassed that goal making me feel very comfortable. I look forward to working with him on other projects that may come up in my future.