Compass Advisory Group - Effingham (IL)

Asher Farlow I had an overlay complicated problem they fixed in 5 minutes coming in. They explained what it was, why it was, and what do to in order to fix it. I shouldve taken my friends advice and just used these guys to file my taxes because I used another service. It wasnt the problem, Im the one who goofed on it, but they never told me. Taylorville Tax Service sat me down, I explained everything, and they corrected my mistake instantly. So now Im sitting pretty knowing I have nothing to worry about. Thank you every much, looking forward to next tax season, I wont make the same mistake twice.

Julio Ramos Dannys approach to financial planning is nothing short of meticulous. He is incredibly attentive, ensuring that every meeting and communication is fruitful and informative. His responsiveness is commendable; Ive never felt left waiting or in doubt about my financial decisions. In addition, Dannys recommendations extend beyond the typical scope of financial advising. He suggests avenues and opportunities that I hadnt considered, demonstrating his commitment to my overall financial well-being. Overall, my experience with Danny, has been exceptionally positive. For anyone seeking a knowledgeable, client-focused financial advisor, I highly recommend Danny and his team at Arbor Financial Advisors LLC.

Helen M I honestly cant tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. Im just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My fathers account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. Ive invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I dont need to worry about my finances, my sisters, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. Its not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat.

Candice Silverthorn, Realtor Excellent loan experience with Brandon Lee. Excellent communication and timeliness. Highly recommend!

Chelsea Marie Starkey Bryce is incredibly knowledgable and helpful. He made a difficult process seem simple. Very friendly and easy going. You wont be disappointed!!!