Coordinated Financial Services, Inc. - Champaign (IL)

Dr. Oertel Highly recommend Brian Bates at Coonrod Financial Group! He is fantastic at helping small businesses with accounting and making the tax world easier to navigate!

Kyle Reddish Jay and Eric both were very kind and respectful ! They helped me out tremendously and would recommend this company 10fold to anyone thank you guys for the quick and easy process !

Richard Hodges Wonderful staff to work with. TJ is on top of all the tax laws and very knowledgeable. Weve had them doing our taxes for several years and highly recommend them.

Alexander Tilford I’ve had an outstanding experience with First Mid Bank, and a huge part of that is thanks to Caesar. From the very beginning, he’s been knowledgeable, approachable, and genuinely invested in helping me meet my financial goals. Whether it’s answering questions, explaining options, or just making the banking process smooth and stress-free, Caesar consistently goes above and beyond. It’s rare to find someone who combines professionalism with a personal touch the way he does. You can tell he truly cares about his clients and takes pride in his work. If you’re looking for a bank that treats you like more than just a number, and a banker who actually listens and delivers, ask for Caesar—you won’t be disappointed!

Sue Meyer Aaron and staff are trustworthy persons in which I’ve done business with for many years.

Carolyn Tobin We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us. I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it! In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away. Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!