Basi Basi & Associates at The Center for Financial, Legal, and Tax Planning, Inc. - Marion (IL)

Madi Paige I have been banking with Fortress for just over a year and they have been so great! They truly have the customers best interest at heart. Wonderful customer service!

Jelani Gass Stephanie was a great help! she was thorough and very clear with me about everything!

Clint Marquis Chad has always answered any questions I have had and done so in a timely manner. When I first found out he was my agent he contacted me to go over all my coverages and make sure they were what I needed.

Richard Hodges Wonderful staff to work with. TJ is on top of all the tax laws and very knowledgeable. Weve had them doing our taxes for several years and highly recommend them.

Josh Ive known the lady for years as Ive lived here and went through her. Always friendly and willing to help

Chris Ahart Matthew Duffys office provides excellent customer service with clear explanation of your policy. Matthew will sit down and review your policy in person, explain coverage needs in plain English, and update it should the need arise. He provide home, auto, and commercial insurance for me and my family.

Alexandra Buisson I’ve been working with Christina for many years, and up until this year, she has been truly wonderful. When she expanded her business, I was thrilled to see her thriving and continued to trust her with our taxes. Unfortunately, something changed this year, and I’m really sad to be writing this. Our scheduled Zoom meeting in late March was canceled the day of due to major software issues on their end. While we completely understood and were flexible (we agreed to proceed with a pre-recorded option instead to give her more time) that ended up being the last time we heard from Christina or her team. From that point on, we received no responses to our emails, even when we kindly asked whether we should look elsewhere for help filing this year. Phone calls went straight to voicemail, and their client portal mentioned the messaging system was down. We gave it ample time, hoping for an update, but it never came. In the end, we had to file our taxes ourselves at the last minute, still with no word from Christina. After so many years of great service, we’re extremely disappointed in how things were handled this time. The complete lack of communication was unprofessional and left us in a really difficult position. Sadly, we’ll be looking for a new CPA moving forward.

David W. The tellers are prompt and friendly. The bank rep. Assisted me and answered all questions and concerns. Every time I go to the branch, the banking personnel have been respectful, understanding, empathetic, and helpful in a timely manner. I highly recommend Regions.

Tanna G So friendly, helpful and knowledgeable. Very trustworthy and feels like family.