Financial Legacy Partners Wealth Advisors of Raymond James - Danville (IL)

hiren patel Cooperative staff....

Christine Peterson I have been working with several team members of McBeath Financial Group to rollover an annuity from an insurance company to an IRA with them. All team members have been: kind, professional, knowledgeable, responsive and helpful throughout the process.

Chad Both Great customer service and very friendly and easy experience that saved me a bunch of $$$!

Deb Brown Great staff and customer service!

Jan McConville Tyler has been the absolute best when it came to helping us sift through Medicare and Supplemental plans. He’s competent and trustworthy which is hugely reassuring for us. We highly recommend Tyler for all your Medicare needs!

Kayler Laura (Laura Elizabeth) I have been using this currency exchange since they opened. I decided to write a review and say thank you for being amazing! All the staff is kind,quick and professional!! Its such a pleasure to do any kind of business or bill paying at this exchange.The people who work here go above and beyond even though I moved 4 years ago I will always go to this location!!

Rich Murphy My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!