Fortune Financial Group, Inc. Brad Rosley, CFP , Cris Kalivas, CFP - Glen Ellyn (IL)

Cliff Schoenrade Frank is extremely knowledgeable and takes the time to explain to you in laymens terms his strategy for growing your money will be. Hi personal touch and helpful staff really set my mind at ease.

C D Thompson Chris will do everything he can to make sure you are protected, he is there when you need him.

Jay Hinds Hometown small bank

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.

Jessica symons Leah has been my insurance rep for 7 years now. When I say she is amazing, thats an understatement. No matter what my needs are, she is right there to help me. I just recently went through a car shopping/buying experience. She never got annoyed with the many quotes I asked her for on different vehicles. Or when I had her add a new vehicle & a week later she had to adjust my policy yet again because I sold my old one. A simple email and done! I felt so bad having her jump through all these hoops but she never seemed to mind once. Thank you Leah for making my experience a little less stressful.

Ron Gorecki I have been working with Brian for over 30 years on both investments and insurance. He and Thrivent handle our Simple plans at work along with all of our personal needs. I have always trusted Brians knowledge and competence.

Rita Stepp Patrick Hurley provides outstanding service to clients, responding quickly and professionally to requests.

Taryn Kahl Would highly recommend Wall Street Financial Group. All of the staff are wonderful! They are knowledgeable and most importantly trustworthy. Not only have they helped my family with investments but also with estate planning, and they are always available when I have a question or need advice. Definitely recommend!