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Edward Jones - Financial Advisor: Paul M Brandenburg - Princeton (IL)

Address: 🏡 620 N Main St, Princeton, IL 61356, USA
Phone : +1 (815) 915-8256
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJozXk30WDCYgRIQLxWIUi4AI
#Illinois
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Grow Bank Sales - Joliet

Clarus Wealth Management - Belleville

Jeannette Freed Friends have raved about Jason at Clarus wealth management for years and years and how happy they were with their financial portfolio and future since starting with Jason. I finally understand why. Hes definitely unique in his profession and can customize a plan to meet both your needs and future desires. I recommend you give him a call and sit and chat. Im glad I finally did!
5 /5

Casey State Bank - Robinson

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.
1 /5
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Unity Wealth Advisor Group - Woodstock