IPI Wealth Management - Quincy (IL)

Heather Tabb During what was undoubtedly one of the most challenging times of my life, Brooke proved to be an invaluable support. She navigated through my divorce proceedings with sensitivity and grace. Brooke was thorough in her approach, making sure I understood all my options for maintenance. Her genuine care and empathy made a significant difference in my experience. Brooke’s professionalism and timely communication helped alleviate my stress in this emotional process. I am deeply grateful for her service and highly recommend her to anyone facing similar circumstances.

Kelly Lockhart I have been with Country Financial for 41 years and with Wayne Donsbach for about 15 years. They are very responsive to our needs and we cannot beat the prices.

Kim Bers Our agent has been taking care of our family for many years and will continue to do so for many more. Very professional and helpful every time I have reached out for assistance. Great company!!

Anita Ripperda We met with Keith to discuss our financial planning for the future. He is very knowledgeable about these matters and was able to guide us toward the best plan for our retirement years.

Tracy Kaiser I will never go elsewhere. I’ve even moved to another state and continue using her services.Professional in every aspect. Don’t go to tax preparation companies that “herd” people through. Your going to pay more for less at places like that. Having Nancy Winter CPA prepare my taxes has been the best decision for my family. If I have questions about anything that is financial and will affect my taxes I call her and she always responds.

Kelsey Adams I had the pleasure of shooting a headshot for Chris, who is my financial advisor. I could not express more about how amazing he is at his job and how much he cares about his clients. I had a situation come up with some money I did not know I has and when I asked him about investing it or spending it, he provided me with the most amazing spread of visuals and information to help me make an informed decision. When I had vanguard and other companies, none of them ever took the time or seem to care and im most grateful for this. I fell comfortable talking to him and he provides an atmosphere that is real and like home. Thanks Chris for all you do for me and my money!

Nancy Embach We have been clients of Exemplar for 15 years. During that time they helped us successfully navigate the Great Recession and plan for our retirement. We have enjoyed our interaction with their professional team members and the options and advice they have provided. We would highly recommend Exemplar to help you in planning for the future.

Matt Hopper Tony has been an exceptional insurance agent — always professional, responsive, and knowledgeable. He takes the time to understand my needs and provides clear, straightforward advice that makes me feel confident and well-protected. I truly appreciate his dedication and excellent customer service.