Keywords: Financial debra l neally cpa il

Debra L Neally, CPA - Carthage (IL)

Address: 🏡 100 West Buchanan St, Carthage, IL 62321, USA
Phone : +1 (217) 357-2101
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZchcbXLN4IcR1rEGBHD7BEQ
#Illinois

High Point Planning - Wheaton

Sue Chappel Went to see the offices, my financial consultant moved to there group. Good experience, the group seems to work well with each other. Good atmosphere. Looking forward to working with them.
5 /5

Brad Lipcaman - COUNTRY Financial Agent - Griggsville

Carol Hannant-Phipps Brad is a great, friendly and outgoing man and I’m really proud of him. He will give you all the attention and save a lot of money on your insurance. Just give him a try!!!
5 /5

Edge Financial Advisors - Wheaton

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.
5 /5

Midland States Bank - Kankakee

Lionel Watson Once again, if I was able to give zero stars, I would to the Midland Bank branch in Kankakee, Illinois located behind the library I feel I was profiled judged in so much more just because I was trying to clear out my account and withdraw my funds which was a larger amount the bank flat out told me they don’t have that amount in their bank and they tried to call another location to see if they had it this before things went bad once they called the other location. They realize that I made a similar withdrawal earlier because I was trying to close out my accounts with them because I don’t like their business and they kept refusing to give me my money asking me how why what I needed for the lady told me I just withdraw it so what do I need this much money for is by law that they ask so forth and so on I got angry. I left out of the business but returned a few minutes later spoke to another customer service rep or tell her whatever you wanna call them gave her a fresh attitude fresh everything and I asked what is the largest amount that you guys will allow me to withdraw today or is this branch is able to allow a person to withdraw she told me 3k in 20’s I said OK but I never heard of that. She replied well you just made a similar withdrawal earlier, which has nothing to do with anything so with that being said, I’ll refer or prefer no one use this bank for their business.
1 /5

Edward Jones - Financial Advisor: Andrea L Yoder, CFP®|AFFP® - Jerseyville

Glenda Carson Andrea Yoder is an awesome Financial Advisor. Shes extremely knowledgeable,trustworthy,helpful and kind. And her staff is Amazing.
5 /5

Jimi Fehrenbacher - COUNTRY Financial Agent - Olney

K Ive been using Jimi as my agent for a little over a year and a half. I have multiple policies with country financial and am very pleased with the service Jimi and his company have provided. One day last year we had a bad wind storm blow through that took down trees, limbs and so on. That morning I saw Jimi out in the community checking on his clients damages and doing everything he could to make sure his clients were taken care of. Seeing that, let me know my money and trust is with the right guy and company.
5 /5