Edward Jones - Financial Advisor: Bill Sanders, AAMS®|CRPC™ - Quincy (IL)

Kelsey Moehring Rooted has been a wonderful company with a family feel. They do a wonderful job checking in, and making adjustments on the fly or by request. They host client appreciation events to show they care about the person. I would recommend their services to anyone.

Claire McManus Tyler is phenomenal. I reached out to him with a complicated business insurance need that had a tight turnaround, and he went above and beyond to find me the correct policy. He found cost savings opportunities for me, and was extremely communicative. Couldnt have asked for a more seamless experience.

Alex Treu Brandy and Amanda are just really really awesome. They are so helpful and just want what’s best for their clients. I’m a space cadet sometimes, and will forget a detail of information that they might need, and Amanda is just incredibly patient with me. I’ve been with Brandy’s team since I’ve had to have insurance, and I’ve never felt as taken care of as I do with them. Im moving out of the northern Illinois area soon, but im still keeping them as my insurance agent! I just love them for their business but they’re also just a really great group of people. I absolutely love them!

Dina Galvez My experience with Helio has been excellent. He is very knowledgable, professional, honest and kind, and is very good at explaining/teaching so that his clients understand. He has shown himself to be a real friend and trustworthy advisor. I would happily recommend him without hesitation.

Dwight and Joan Reynolds John always gives us that personal touch which is often missing in the world today. His experience and knowledge gives us the confidence to feel good about the decisions we’ve made. John is our “Go to guy”.

Joe Thompson Outstanding

Janet Paulsen I had a great appointment with Jen Reisinger at her office. Jen and her staff were very personable and easy to talk with. It was clear that Jen has a passion for helping others. All my investment questions were answered and I left feeling confident in Jen and her commitment to me and my financial planning. I highly recommend Jen Reisinger. She will not disappoint you!