Fifth Third Securities - Nathan Scholes - Marion (IL)

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

David Vaughn The staff here at the credit union are extremely friendly and helpful. Any time I come by, they always greet me with a cheerful smile and if I call, they are very quick to help and answer my questions. Always a great experience!

Misti Rohde Best bank and customer service.. Bigger bank with a small town feel. They are always providing financial education and willing to help as much as possibly. I wouldnt bank anywhere else.

anthony gazall Always enjoy deliveries here

Brian Thomas Great people. Wonderful at what they do. I would recommend these people and this company to anyone.

Ryan Stukenberg Ben has provided me with excellent service and is knowledgeable. He cares about his clients and will go the extra mile to get you answers you need. I would highly recommend him to anyone looking for quality financial advisement for personal or business.