Edward Jones - Financial Advisor: Mike Ulaszek, CRPC™ - Geneva (IL)

John Urosevic Very smart guy. Bill has been doing this for a long time. I would recommend him to anyone. I was impressed. Thank you Bill.

Tom Garite We’ve had the pleasure of working with Bloom Financial (Bill Bloom) for several months now, and the experience has been exceptional. Their advice has always been thoughtful, tailored to our financial goals, and grounded in a deep understanding of the markets. What stands out most is their integrity, responsiveness, and genuine commitment to helping us succeed financially. From retirement planning to investment strategy, they’ve guided us with clarity and confidence every step of the way. They have given us multiple options for our investments. We truly feel more secure about our financial future thanks to their expertise and personal touch. We Highly recommend to anyone seeking a knowledgeable, trustworthy financial advisor.

Jeff Toenjes My wife and I have been investing with Jon and Steve for years. They have taken our small portfolio and turned it into one that we are going to retire comfortably on in the near future. They are always there when you need to contact them by phone, email or text. I highly recommend them for your investment needs.

Gwen Truesdale Michelle has excellent technical knowledge along w a personal.touch that gives us confidence in our financial health. She and her team provide prompt communication and are professional and positive. We have had several ed jones advisors and she is the best by far.

Joe L I just wrote a review of the Marshall Branch of Casey State Bank, which I gave 2 stars. The issue I have with both branches is the employees are clearly undertrained, and with the Casey State Bank in general for their clear lack of concern for their customers. After issues with closing my Dads bank accounts and opening an estate account after he passed away 2 months ago. My brother and I did this at the Marshall Branch. I decided to close the account with Casey Bank and open a new estate account at Regions in Robinson. Since I was going to Regions in Robinson, I went to the Robinson Branch of Casey State Bank. I walked into the branch, stated my name, and said that I wanted to close my dads estate account. Just like at the Marshall Branch, no one at the branch knew what to do. The person helping me had to make 2 or 3 phone calls to get instructions on how to help me. After she cut the check, she simply handed me the check. Though I had my wallet sitting on the counter to show her my ID, I was never asked for one. This was a check in the amount of 5 digits. I was shocked that I was never asked for an ID. Anyone could have walked into that bank and stated they were me and wanted to close my dads estate account, and would have been given the check. I dont blame the teller, I blame the bank. If she had been properly trained, and not so distracted by learning how to close the account while doing it, she probably would have remembered to ask for my ID. I have no doubt that I could have made the same mistake if I had been in her shoes.

Val Periandri Very good people and service. Been going there for many years.

Darryl Jones Very pleased with the services offered by Gateway Financial Resources! These guys are very good at what they do.

Caius Great bank and very friendly and helpful staff!