Compeer Financial - Mt Sterling (IL)

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Madelyn Roberts Cassandra is one of the best agents to work with. Get a quote from her today!

Bekah fisher They was very nice and get the job done fast.I recommend Farm Credit Services of Illinois.

Rebecca Metcalf Trust Ryan and his staff implicitly! Great understanding of the markets and his clients well being and life goals! Thank you to all of them.

Skim SVCC is a great institution of learning and has an excellent athletic and sports program.

Steve Autor Fiendly service, ATM on north side