Edward Jones - Financial Advisor: Timothy E Beasley - Sycamore (IL)

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!

Stephanie Skromme I have dealt with 5 banks in the past month since my dad’s passing. Heartland bank has been the worst and hardest to deal with. Every time I go in there they have to “review” documents even though I have legal signed under oath paperwork from our attorney that is needed. I understand them wanting to protect themselves but there were excessive with their requests (even our attorney agrees this was not necessary of them). I will never bank with them or recommend anyone too. Much easier and friendly banks out there.

Tia Quick I started going to them in high school when I got my 1st car. Im happy to see that over 25 years later theyre still doing great business.

Ralph Stief Everyone at this Bank always gives the BEST customer service!!!!