Brent Crane - Pontiac (IL)

Brian Lund Great staff. Kind, helpful, always smiling. Doesnt have that "big" bank feeling, more down home and small town. I like it a lot.

Scott Blatter Sydney has been my contact in your office and she has been super helpful to me. I have a hard time remembering payments and she has made it super easy. With reminder emails and very helpful tools to get me back on track. Anytime I need her she is always there to answer questions super quick.As i told her,i am sure that her job is a thankless one,but she sure does deserve a big thanks from me,as well as the other workers in that office. Definetly all class acts and very nice ,polite and always helpful.

Meghan Flanery Taylor was great. Application process was fast, easy and painless. Explained everything perfectly.

Jennifer ODonnell Dan is a knowledgeable and down to earth advisor. I feel comfortable having him assist me with my investment needs.

JULIE We had a very bad experience with this firm. They did not prioritize personal income taxes, kept putting us off and wouldn’t return our calls. It took more than 6 months for them to do our taxes .In 2024, the bill more than doubled from the year before and they refused to go over the taxes with us. This year, we switched to another accounting firm and they found a large mistake. I would not recommend using this firm.

Julio Solis Galvez Exceptional Guidance and Support!