Charles Meeder Associates Cpas - Yorkville (IL)

Phyllis Professional service at its best. Eric and his team are always friendly and take the time to listen to clients. They have been helping us make financial plans to reach our goals over the course of several years and it’s paying off! Highly recommend speaking with Eric if you are looking for sound financial advice and planning.

Kaitlyn Gorman Working with Scott has been a great experience. The guidance and support we’ve received has been fantastic. Scott’s always taken the time to understand our goals, answered all of our questions, and help us through our financial journey. The personal and thoughtful approach he takes is why we’d recommend Scott and his team at RWM to anyone!

Robert Henry Great place to do business. Janet has been so helpful to us over the years.

Eric Peters Never had a problem with this bank. One time I was over charged and rung up a ton of overdraft fees. I had a conversation as I was out of the area when this happened and they were willing to work with me. I think they removed the ones that stacked and just had me pay the first one. Then they helped me get rid of the ability to even over draft so that worked out. Now I am not saying everyone will have this experience and maybe it was because I was on orders they helped me out. They also helped me refinance a vehicle and reduced my cost and payments by a lot. I recommend this place for most people looking.

Shannon Lyon World Finance is a great place. Very friendly and I always enjoy working with Wendy. Ive been a long time customer. Got my first loan in 2008 and still continue to choose the Marion branch.

Angela Roberts Friendly and professional staff!

Tim Maguire I’ve been with Craig for over 10 years. Every year, Craig and his staff hand write Amie and I an anniversary card. This kind of customer service is amazing. They make sure they follow up every year to check on our goals for retirement and our estate planning. Thank you IPI Wealth Management for all you do for our family.