Holder Wealth Management, Inc. - Champaign (IL)

Gregg McCarty Sr Staff was extremely helpful in a very stressed filled situation with merger. The transition from First Midwest to Old National is a cluster,at best. 5 stars for staff on-site. 0 stars for Old National Bank phone support during transition!

Katie Elder If you are looking for insurance you can go just about anywhere...BUT If you want GREAT insurance, GREAT customer service and GREAT support when and if you have an accident....then you NEED to call Greg. We have been with Greg and County Financial for a few years and we are completely satisfied. We know that if we need to add a vehicle to our policy we make 1️⃣ phone call and its done and done correctly. We are very please with our premiums on Auto, Home, and Life insurance policies!! We support Greg because we know he supports us.

Bashar Shalabi Very polite, container was ready for pick up early, and they have overnight parking so you can rest. Would be back again

Sandy Parker We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.

Kelley Higgins Keith has been my agent for years we couldn’t be happier! If you’re looking for someone to take care of any of your insurance needs he’s your guy! I highly recommend his services. He does all our insurance work from life to auto and home. Give him a call!

Zakery Kates Kevan, Kyle, and Daly are a great team! They treat you like family and their experiences/talents complement one another to give you a rock-star team of Financial Planners and Wealth Managers!

Debbie Parrish Steve Weers has been an exceptional finance advisor! We just got started with him and know how hard it is to trust someone with all your retirement money! Steve made my husband and I feel so comfortable and gave us so much hope for a great future! Our schedules are so difficult and Steve made it work coming in a weekend to help us out! What business person would do that? Steve makes you feel like family!! Thank you Steve for making us feel so comfortable and taking good care of our money baby!