Grounded Oaks Capital Management Inc - Bloomington (IL)

Dr. Oertel Highly recommend Brian Bates at Coonrod Financial Group! He is fantastic at helping small businesses with accounting and making the tax world easier to navigate!

Cameron MacKichan Scott Olthoff with Chesser Financial is so incredibly knowledgeable and professional! I appreciate his experience working with other families in our same situation and he has tools to help meet peoples needs at all stages of life. I would highly recommend Scott and Chester financial for their holistic approach to finances!

Justin Wiggins Jeff and Ben not only did a wonderful job on my business taxes, they saved my company money later down the road with their expertise in tax planning. They genuinely care about me and my company, and I recommend them to anyone.

Brandon Do not use citizens bank they are awful! I had to have shoulder surgery and why I was off. My daughter was also diagnosed with type 1 diabetes in this time period. We applied for the hardship assistance and filled out what was asked. Then they waited a week to mail us a letter saying they needed more and asked for things we already sent. So we called verified what they needed and sent it. Then they waited a week and sent another letter saying it took too long and they dropped our hardship case. They will play with you in a time of need instead of helping you out like they say they will.

Joy Vallo I used Kevin and Donalds services to plan my upcoming retirement. And even with my self managed modest investments and securities as a single income woman, they were insightful, creative, thorough and caring! Kevins easy to understand printed plan was quite genius and effective. They both respected every dollar of my hard earned money and showed it in their research and solutions. I am grateful to have found them!

Jordan Funk Outstanding service every time! The team at SouthernTrust Bank goes above and beyond to make banking easy, personal, and efficient. Whether it’s handling business accounts or personal banking needs, they’re always professional, helpful, and quick to respond. You’re not just a number here — they treat you like family. Highly recommend!