Capital Wealth Advisory Group - Ameriprise Financial Services, LLC - Rockford (IL)

Patrick Cavins These are great people. Who are friendly and honest! Cannot ask for much in these hard times! I have used them for bonds, and for mutual funds. They offer diverse opinions and many options.

April Karrick Weve been banking here for a long time. They provide good service, a friendly staff and community involvement for Charleston and the surrounding community.

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.

Noble Harrison Over the years in my CPA practice I have worked with various bank trust departments and other institutions offering financial and management services. In offering my opinion I know first hand how good, and how poor, the services can be. I am very happy with how TI-Trust has handled my 2 trusts. Larry Shepherd (a Certified Trust and Financial Advisor) is my Account Manager. He works with Joe Harris (an Accredited Farm Manager) in managing the rental farmland. Larry and Joe and their team have been most capable and responsive in looking out for my long-term best interest.

Garrett Finch Edit; Dropped rating from 5 to 3 stars. Ive gone in multiple times to get credit statements, once I was charged, a couple times I was not. Their online banking website barely works half the time for me. Problems I never experience when it was Soy Capital. Another edit 02/04/23; I have since removed my funds and transferred to Staley Credit Union. I had applied here for an auto loan of less than $30k, and despite my 7 year history with Soy/First Mid, excellent credit score for my age, and ZERO missed credit card payments for the entirety of having my credit card, I was declined. Loyalty doesnt seem to mean anything to them. Went to SCU and walked out within an hour with a check for my truck.

Jose J. Delong Before I discovered this lending company, I thought it would be impossible to get school loans with bad credit. They recognized that I shouldnt be unable to pursue an education because of my prior credit problems. They provided competitive rates in spite of my credit history, and the application process was rigorous but equitable. Ive now completed half of my degree program.

dirk rettberg Jared is a knowledgeable and personable insurance professional. We had not met until I contacted him about changes and updating my Country Life policies. He was responsive, readily available, consultative and helped immensely. Though there was no new business for him it was a welcome courtesy to me and illustrated his customer service commitment.