Legence Bank - Metropolis (IL)

Brandi Smith I’ve been in the financial services industry for over 15 years and have worked with a variety of teams—but none that match the level of care, detail, and attention that Abbie and Niralee bring to client service. Working at Osterbur Patel Wealth Management has been an incredibly fulfilling experience. Niralee leads with precision and thoughtfulness in everything she does, and Abbie brings a genuine energy and passion that makes both our team and our client relationships stronger. It’s refreshing to be part of a team that truly prioritizes people and goes above and beyond to make every client feel seen, supported, and valued.

NATALIE WEASEL David went above and beyond the call of duty by seeing me when his office was closed for the day and rectified a critical situation for me. He could have easily told me he was closed and had me return the following day. I highly recommend David Morse and his team.

Whitney Bruce Tia is wonderful! She always goes above and beyond. She takes the time to walk me through my options so I can make the best choice for me and my family. I honestly feel that she always has my best interest at heart. I am so grateful for her kindness, knowledge, and willingness to help!

Christopher Eckberg Very helpful in all aspects. Very good at listening to concerns and objectives as well as offering up alternative considerations.

Brandon Brown Super profession, knowledgeable and actually cares about his clientele