Keywords: Financial edward jones financial advisor: trenton p murfin cfp® il

Edward Jones - Financial Advisor: Trenton P Murfin, CFP® - Quincy (IL)

Address: 🏡 126 N 30th St Suite 104, Quincy, IL 62301, USA
Phone : +1 (217) 222-7645
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJb330GID33YcRrbg05nt3SAw
#Illinois
citizens national bank il

Citizens National Bank - Albion

Lesley Hipsher Beautiful bank in a great little town in the Midwest. The people I was in contact with were delightful. I was attending a meeting in the basement and even it was a Beautiful space.
5 /5

First Nations Bank,Wheaton,IL - Wheaton

Inger Knudsen I would highly recommend this bank.
5 /5

Edward Jones - Financial Advisor: Marcus J Provost, CFP® - Danville

Darrell Pettigrew The best financial advisor in Vermillion County and surrounding by far. Marcus knows the market best and is someone you can trust. I highly recommend using his services!
5 /5

J G & Associates - Greenville

Adreanne Cruthis Never had an issue with this tax company. They have been in business for longer than I’ve been doing my taxes. My grandparents went here… my parents went here!! Best service for your money and friendly staff!!!
5 /5
regions bank il 62454

Regions Bank - Robinson

Joe L My brother and I opened an estate account for our Dad after he passed away 2 months ago. He banked at Casey State Bank (see my reviews for the Marshall and Robinson Branches for more details.) After continued issues with Casey State Bank I told my brother that I wanted to close the Casey Bank account and open it at Regions Bank. I have banked with Regions for 20+ years and have always been very pleased with the service, not just in Robinson, but at various other branches in Indiana. I called Regions in Robinson before closing the Casey Bank account, and I spoke with Trent (I think I have his name right). I told him what I wanted to do, and wanted to make sure that I was remembering everything I needed to bring. He told me what I needed and for my brother and I to come in and we could get everything taken care of. I told him that my brother lived in a different state. He asked me what state, and I told him. He said that in that state there would be several branches very near him, regardless of where he lived in the state. He stated we could do my end of the paperwork in Robinson, then find out which branch my brother wanted to go to, and he would send the paperwork to them, and they could take care of his end of things. After closing the Casey account I went into Regions and asked for Trent. Trent was very helpful, knowledgeable, and professional. I told him the branch my brother wanted to go to. He told me that he would send it to a specific person at that branch and tell my brother to ask for him. The entire process was a breeze on my end. At the time of writing this my brother has not yet had the chance to go to the bank near him. I already have access to the account, this is just so that he can have access to the account as well since we are co-executors of Dads estate. I got a message today stating the checks were shipped yesterday.
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

Edward Jones - Financial Advisor: Jacob T Kummer, CFP®|CEPA®|CRPC™ - Bloomington

Jeff Hoogland Im grateful Jacob got me thinking about retirement planning when I otherwise wouldnt have, which is why Ive leaving 2 stars instead of 1. That being said his financial advice typically amounted to "give me as much money as you possibly can" without ever really helping us set clear goals. During the little less than a decade I had my money here it performed worse than it would have in a market wide ETF. This combined with Edward Jones higher than typical fee structure is why I ended up moving my money elsewhere.
2 /5

Shelbyville Insurance Services - Shelbyville

Justin Freeman Always helpful, answers all my questions, and always finds me the best rate.
5 /5