Lori Helland - Financial Advisor, Ameriprise Financial Services, LLC - Rockford (IL)

MJ Very helpful, professional. Answers all calls/questions very quickly. Overall a very good experience from scheduling to tax preparation.

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

W David Pool This is a very friendly bank. They make you feel welcome.

Holly Norton Be VERY Careful when using Mike. He has something to hide. I asked for copies of Edward Jones statements for an account that I am beneficiary of and he refuses to send them, saying I have to contact the Trustee. I asked him to get permission from Trustee to send them to me and he refuses. My concern with Mike is what is he hiding? Last I knew the account had 60K in it. His secretary tells me theres 12K left in the account. Why wont Mike send me the Statements so I can see what was withdrawn from Edward Jones and where it went? Why does he care if I see the statements or not, I have a right to the money my mom left me

Tracy Kaiser I will never go elsewhere. I’ve even moved to another state and continue using her services.Professional in every aspect. Don’t go to tax preparation companies that “herd” people through. Your going to pay more for less at places like that. Having Nancy Winter CPA prepare my taxes has been the best decision for my family. If I have questions about anything that is financial and will affect my taxes I call her and she always responds.

Steve Hanley This is the spot to go for personal and business financial advising and investment needs. Shawn takes the time to answer all the questions and educate his clients to find the optimal solution. He helped me develop the current and future plans for my small business retirement investments. I feel confident that Shawn combined with Edward jones will be able to provide all of my needs moving forward.

Joey Novess Insurance Center is a wonderful place to work with including timely responses, friendly staff, and competitive insurance options. They do a wonderful job making sure you have the best possible coverage with competitive premiums and I would certainly recommend their business!

dan I’ve met with many insurance agents over the years and Jonathan greeted me as a friend rather than a business experience! My face to face meeting was worth the drive into his office, comfortable and uninterrupted conversation. Meeting with Jonathan was very beneficial for me.