Jon Theeke - Thrivent - Yorkville (IL)

Dr. Oertel Highly recommend Brian Bates at Coonrod Financial Group! He is fantastic at helping small businesses with accounting and making the tax world easier to navigate!

Helen M I honestly cant tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. Im just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My fathers account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. Ive invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I dont need to worry about my finances, my sisters, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. Its not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat.

Robert Henry Great place to do business. Janet has been so helpful to us over the years.

Michael Montana With vast experience and knowledge of everything investment, John provides a professional, client-focused experience, no matter what form of investment you’re looking for or life planning stage you’re in. Having multiple forms of investment with John for many years, his attention to detail, care for the client and their best interests exceeds all expectations. His regular updates and follow-up meetings are greatly beneficial in keeping the client informed to make the necessary adjustments in this everchanging market. If you’re looking for a professional, dedicated, long-term financial advisor that places the clients’ needs and best interests first, I would HIGHLY recommend John Manis!

Val Periandri Very good people and service. Been going there for many years.

Ron Harper We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.

Mark Jones I have been a Country Financial customer for years and it is a great company. My new agent is Neal and after meeting with him today he is great. He looked at ways to save me money, but he also made sure I was going to have the coverage I need. He explained the details of each policy is an easy to understand way and how changing coverage and deductibles affect the cost and coverage. Especially how changing one part can increase my coverage with little affect to the cost of the policy. He is knowledgeable and honest agent.

Karen Cates During my first meeting with Patrick Young, I knew I found the right new home for my insurance needs. Knowledgeable and responsive, Patrick did his research before I even got to his office. We were able to dive into the details of my insurance requirements quickly. He listened carefully and made adjustments along the way. I felt heard, but more importantly, I felt like a valued customer. He quickly followed up on questions with the information requested. It was a pleasure to work with him. Competitive rates and excellent industry and consumer ratings were why I made the appointment. Patrick Young was the reason I chose Country Financial.