Bloom Financial - Chicago (IL)

Stephen Kurek Had the absolute pleasure of working with Roxana F. I didn’t know a lot about credit unions and was scared at first to refinance my vehicle. However, Roxana was with me every step of the way and made the process as easy as possible while alleviating my anxiousness about the whole thing. Roxana is very nice, understanding, professional, and very knowledgeable. Will be working with Roxana and Abri Credit Union for a very long time! :-)

Braden Tracy There is no CPA nor even an accountant... One went to school for English and the other to be a PE teacher. If looking for professional advice, this is not the place.

Heather T We have been using Bluestem’s services for over 5 years and we wish we had started even earlier. We love feeling organized and confident that we have a financial plan in place. Every member of the staff is professional and extremely competent. We enjoy our financial planning sessions throughout the year and plan to continue with Bluestem indefinitely.

Christine Casterton My husband and I started using MPPL/AXA shortly after we got married, approximately 25 years ago. In the beginning, they successfully set up our financial portfolio, insurance, 529s, and other financial tools/advice needed to successfully meet our long-term goals. They took the time to understand our situation, including must haves and stretch goals. Educating us on the tools and products they offer was first and foremost prior to any investing began. Over time, we have worked very closely with our financial advisor through the ups and downs of the economic markets and the expected and unexpected changes in our lives. We now have two kids in college and one in high school and my husband has been retired for almost five years now and I will be retiring in four years. Without the expert advice and management of our financial portfolio by MPPL/AXA, Im sure that our financial timeline was accelerated to make all this happen. We could not be any happier with where we are in our life from a financial perspective which makes everything else we do that much easier.

Dionna Horton Great service, very friendly and always helpful