Consumer Financial Services -Chicago East - Chicago (IL)

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Dominic Cricelli I would recommend joe to anyone looking for a financial advisory. He takes the time to explain the your options and the pros and cons to them. He was really helpful in helping me decide the best rought for the goals and retirement i want.

Ryan Ford I just joined this local branch of Deneen Schendel, Misty at the front desk was awesome! Super simple and easy to open a checking account. $0 Minimum requirement is great for people this day and age that can’t keep money in they account! Look forward to getting my 30 year fixed mortgage from here. They offered me 27.3% interest rate!!!

Kellie Treece Scarlett is the best! So genuine and caring, always willing to find you a good rate and a solution to any problems! Cant say enough good things about her!

Jeff Claude I appreciate that this branch opens on Monday - Saturday @ 7:30 a.m.. Thats awesome because when I just wanna get things like adulting done. They are open at incredible hours. Thank you for making my life and other lives easier.