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IPI Wealth Management, Inc - Investment Planners - Bloomington (IL)

Address: 🏡 207 W Jefferson St UNIT 101, Bloomington, IL 61701, USA
Phone : +1 (309) 820-7443
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPTXHnsNxC4gRzPxoheLjXkk
#Illinois

Edward Jones - Financial Advisor: Jessica Ashmore, AAMS® - Decatur

Chris Brewer Jessica at Edward Jones is Awesome!!!! Two Thumbs Up!!!
5 /5

Edward Jones - Financial Advisor: Dean A Norem, CFP®|AAMS® - Danville

Brent Bowman Dean is excellent at his job. Always takes the time to explain what he’s doing and always checking on what your goals are. Treat you like you are family. Great office staff also
5 /5
laura hipes cpa ltd il

Laura Hipes CPA Ltd - Ottawa

Anthony Gospodarczyk I have been a client of Lauras since 2003, so its now 20 solid years of being completely satisfied. She was always accurate with my taxes and always up to date with the current tax laws. For my ex girlfriend Lauras corrected 10 years of unfiled taxes and researched the laws of that time. Laura does her homework and is very accurate in her work. I completely trust her with everything. Some people say that theyre the best but Laura is the best. If youre not going to her to get your taxes done by her youre making a huge mistake. I highly suggest and recommend Laura and her tax service.
5 /5

Edward Jones - Financial Advisor: Wesley Schumm - Mt Vernon

Dianna Casey He explained my investment process in layman terms. I felt comfortable and confident with the process.
5 /5

Oportun - Waukegan

Fernando Almazan Viviana was amazing, helped me and answer everything clearly. Highly recommend it
5 /5

Grand Rivers Community Bank - Shawneetown

Connie Vinson A very friendly and accommodating bank. Christine is always ready to take care of all of my banking needs
5 /5

The First National Bank of Allendale - Mt Carmel

laur287 I am quite partial since I work here, but even before I started working here I was pleased with service and everything the bank offers. This is the only bank Ive banked at my entire life. Ive been to other banks and never really got the hometown, they really care about you feel. FNBA really has that feel.
5 /5

Matt Howes - COUNTRY Financial Agent - Belleville

James Farris What a great man. Very nice and helpful with all my questions.
5 /5