Keywords: Financial jake surratt country financial representative il

Jake Surratt - COUNTRY Financial Representative - Springfield (IL)

Address: 🏡 3028 Happy Landing Dr, Springfield, IL 62711, USA
Website: https://advisors.countryfinancial.com
Phone : +1 (217) 547-1401
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJtaEMhUhHdYgRgIDCvvEZ2eA
#Illinois

Cordes Insurance Agency, Inc. - Shelbyville

Ingram Joe I had a flat tire today! I was already down on my luck for the week and it was only Tuesday. I came rolling in with a flat tire into their parking lot and not only did he come out and offer help but he told me that I could park by the front, use his Car Jack and Tire Iron. Today turned out to be a beautiful day after all! Thanks again!
5 /5
pumo insurance agency il

Pumo Insurance Agency - Macomb

Brooke Smith When I needed to switch auto companies, Breanna was quick to find the perfect fit for me. She did this all under an hour during my lunch break. Chris was also quick and efficient when it came to helping me get new health insurance. Everyone at Pumo is very friendly and they do an amazing job meeting their customers needs.
5 /5

Benjamin F. Edwards - Champaign

Camille James Matt Buller is an exceptionally talented, personable, and conscientious broker. Benjamin Edwards’ planning and tracking tools are very impressive and allow a more hands-on approach as an investor rather than waiting for a periodic statement of results. We’re very happy we made the move!
5 /5

Crystal Lake Tax & Financial - Crystal Lake

Lauren Elizabeth Animal Art Very impressed with the professionalism, the kind service, and a quality job all taken care of! Very very highly recommended business!
5 /5

KTB Financial Services, Inc - Bloomington

Sharkie48 I became representative payee for a friend who used to have to go through KTB. Even explaining the situation to Social security, at the office, the woman stated, you have to understand all these people have mental problems and arent easy to deal with and do not know what is going on. Exactly what was said, so very sad!! I didnt even know how to respond honestly, I never expected to hear that at all!! I watched his stuff closely, there was a time he didnt make enough funds to pay the KTB fee, which it was waived. Around 8 months later he started receiving SSDI from his fathers retirement, the fees that were waived were all taken out in 1 day after they were supposedly waived. It showed clothing, shoes, etc, we could see it because of a bank error that he was able to see the payee account for a day or 2 and then it disappeared again. Why would it not say KTB fee?? And when waived, they can take it out 8 months later, 5 transactions in 1 day? Apparently this is ok to Social security because they believe no one that is a client knows what is going on! When it was first reported to Social security, he was told if he went through with a complaint that he wouldnt get paid for several months while they were investigating, just to scare him into not going through with it. Well, I became his payee awhile later and was pretty much ignored and no investigation happened. Someone needs to help these people! He has several emails asking why the fees were taken out, no response to any of them!! If he asked another question in the same email, it was addressed but the part regarding the waived fees was not addressed. I just feel really bad for all of these reviews because I saw first hand and they are correct but no one wants to help. He was even threatened to not be a client because he didnt trust and his behavior was unacceptable, I have 100% transparency with his money and have zero issues at all. People just want to be included and have transparency of THEIR money and sadly it doesnt happen. Even the rule book for being a payee states, you may not like or agree what the client wants the money for but ultimately it is their money. As long as the bills and necessities are paid, but since he can see everything and feels like hes a part of and not a child asking for allowance it has taken away any issues. Thats all people want, it doesnt matter if they have mental health issues, include them, everyone deserves that!! Kim did work with us when I took over so he didnt have to wait for what he had saved to go back to social security then to him which she said could take 6 months, she just paid it on bills and everything evened up, that was appreciated but alot of things didnt add up during his time as a client.
2 /5