Blooming Tree Wealth Management - Bloomington (IL)

Kelley Courtney Friendly

Vicky Horton I have been with this bank for close to 18 years. Absolutely love this bank. Their Fraud department is out of this world and right on top of things. The girls in the bank from the beginning have been very kind and helpful.

Courtney Marsh They definitely know their stuff and we are definitely satisfied clients for the years to come.

Vicky Treffert I have been a customer for over 10 years. I have nothing but positive experiences with them. They answer any questions I have. Verify all concerns and settle any issues that I have encountered; which were next to none. Their level of security and ability to ensure transparency with their customers is something that I hold in high regard. I recommend anyone to explore them for any banking needs.

Mariusz Klimek This business seems good but there are a lot of people pretending to be them and using their good name to scam people. I was contacted saying they wanted to give me $47k for some “relief loan” I never signed up for

Susan Abbott I just have to say that even through all of the pandemic we are going through....when everyone else is losing tons of money, they have stayed strong and have worked hard to help us hang on to our money and still continue to climb. Thank you! Susan

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.