First Neighbor Bank - Charleston (IL)

Tina Elmore Becky is an amazing loan officer. Who doesn’t hesitate to help and answer any and all questions. She made the whole process a breeze. Definitely would recommend her. She goes above and beyond for her customers.

Helen M I honestly cant tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. Im just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My fathers account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. Ive invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I dont need to worry about my finances, my sisters, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. Its not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat.

Whitney Timmons Devan was great to work with. He showed passion, knowledge and a genuine interest in achieving the best for my funds. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way Devan took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking, and his sense of urgency!

Tim Maguire I’ve been with Craig for over 10 years. Every year, Craig and his staff hand write Amie and I an anniversary card. This kind of customer service is amazing. They make sure they follow up every year to check on our goals for retirement and our estate planning. Thank you IPI Wealth Management for all you do for our family.

Kenny Lee Brad does an amazing job of explaining all of your options for investing for retirement and how best to prepare for it!

Mitchell Nolan I’ve had the pleasure of working with Kassie through my financial advisor’s office, and she has been absolutely fantastic. She’s always prompt, professional, and incredibly helpful—whether it’s answering questions, handling paperwork, or simply making sure everything runs smoothly. Her attention to detail and friendly attitude make a big difference. It’s clear she cares about the clients and takes pride in her work. Thanks, Kassie, for making the process so much easier and more pleasant!