Jade Investments & Retirement Solutions - Mt Carmel (IL)

Sarah Siefken I highly recommend working with Megan Hutmacher! We combined our home and auto policies and she made the transition quick and painless. She was able to answer all my questions in a timely manner, and was also a delight to talk to over the phone. She made me feel like a friend and not someone she was just trying to sell to. Megan thank you so much for being such a great and professional agent!

Brooke Scott Maria was amazing with helping me set up accounts for my children. She’s very knowledgeable when it comes to her job and the business of banking, I love how she gave my son a short financial literacy course in such a short period of time! She was on point and I plan on traveling to meet with her in the near future! Definitely a great branch worth the trip from Zion! Great customer service and very patient schedule with Maria Henriquez!

Dino Guy Ive spoken with Mark Ridley, he is very professional. If you have money to invest Id recommend talking to him. He hasnt steered me wrong. Im very satisfied with the service I get. The staff are great to work with.

Brian Arredondo I have worked with Floyd & Associates since 2016. Everyone has been fantastic to work with and a really overall professional and smart group when it comes to your taxes.

Cindy Thompson Stacy, at Wilson Tax and Bookkeeping does SUPERB!!! Shes the best!

Casey B Tom is a class act financial advisor. In an industry predicated on trusting someone to manage your investments, Tom helps you make confident and fact based decision. He helps you see the bigger picture. I’d recommend Tom to anyone exploring advisors. Give him a call, you won’t regret it!