Consumer Financial Services - Waukegan (IL)

Cj Outstanding customer service and great financial investment information and oversight of accounts.

Paul Kuhns Great to work with

Theresa Reedy Went through drive through clerk very pleasant ☺️

Amanda Olsen Requested service around 8:30am for my company on a Friday and they were here by 9am the same day to fix the issue. Talk about service! They always do a fantastic job couldnt ask for a better company to help us with our printer needs. Tom was the tech that came out and he went above and beyond. Went through the report with me, let me know of upcoming things that will need to be replaced. He had also noticed a separate issue with the bypass tray door and ordered the parts needed to fix it. Theyll be here next week. Fast and dependable service, couldnt ask for anything more from them!

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.

Nathan Kirby Cory has been our agent since 2020 for several types of insurance (auto, homeowners, and life). He and his staff are quick to respond and very knowledgeable. In fact, when my wife was in an accident out of state, the other party wanted to switch to Cory because of his service. I highly recommend!

natalie brakeville Amazing customer service! The nicest people work in there. Definitely the best bank in town!

Adesola Olusanya Ms Paris was very respectful and nice. I went in there nervous about the whole process. She paid great attention to detail and ensured I was well taken care of. I am very satisfied with her service. She’s awesome!! The boss was respectful and understanding as well.

Jessica symons Leah has been my insurance rep for 7 years now. When I say she is amazing, thats an understatement. No matter what my needs are, she is right there to help me. I just recently went through a car shopping/buying experience. She never got annoyed with the many quotes I asked her for on different vehicles. Or when I had her add a new vehicle & a week later she had to adjust my policy yet again because I sold my old one. A simple email and done! I felt so bad having her jump through all these hoops but she never seemed to mind once. Thank you Leah for making my experience a little less stressful.