Joliet Bank & Trust - Joliet (IL)

Edith Carvajal Bautista Filing taxes this season was a very pleasant experience! I switched over to Hugo after receiving an awesome recommendation from my best friend. Mr. Rodriguez is extremely knowledgeable in IRS concepts. He simplified the answers to all of my questions. I felt extremely comfortable with the information Hugo submitted for my son and me. Moreover, his technology usage is a time saver! It’s also an effective method for teaching his clients about the tax filing process. Above all, the welcoming space adds ease to completing this yearly task. Thank you Hugo for valuing my time and providing the electronic appointment calendar to ensure an AMAZING service!

Claire Bouse Slagle Financial has helped me start my investment journey. It is obvious that they really care about their clients. Their advisors are very knowledgeable and provide excellent customer service. Thank you Slagle Financial!

Chris Springer Dealing with finances can be difficult. Dave makes the process easy to understand. He provides excellent customer service and is extremely knowledgeable. He’s a family man and treats his clients as such. I trust Dave one thousand percent and appreciate his honesty and integrity.

Terry and Ruth McIntosh Jim gave us excellent advice for retirement and relocation. Very thorough and explained things well. We would not hesitate to consult him again when needed.

Larry Tully Very knowledgeable and helpful with helping set up my medical insurance for when I retire. I highly recomend them.

Jelani Gass Stephanie was a great help! she was thorough and very clear with me about everything!

Corey Mathis Our company has been banking with them for years. Weve never had any issues. Staff is always very friendly and always willing to help.

Jon Delphine High fees and low interest - you are basically paying them to take your money if you invest with them. Very disappointing. I am down 11.25% on a cash deposit IRA after 5 years. Thats basically just from fees. I have not used any service since the rollover, other than today to cash-out. Shame on you Principal. You are supposed to help me acquire wealth for retirement. Not only did you not increase the dollar amount in the account - you caused it to lower. I would have been better with the money in a savings account. Your fees were significantly higher than the interest. Additionally if I look at inflation and a 10% penalty (to avoid you taking it all) - I have lost over 40% of the initial deposit in 5 years. I dont think I would use you ever again, for anything.