LR Financial Planners, LLC - Rockford (IL)

Irene Davis I always use the drive up, so the lobby being closed doesn’t bother me. I over heard friends who are very upset they can’t go in the lobby to do their banking. I get good service at the drive up and the tellers are always friendly and treat me with respect.

Karen Pavlik We have used Klaas Financial Services for many years, and 11 years with Kyle Kite being our account manager. We are incredibly happy with Kyle. You will find Kyle to be helpful, desiring to do what is best for you. He listens to every need. He provides his expert investment advice in an understandable way. This was especially helpful when we retired. Responds kindly to any email questions. Additionally, timely reviews occur to ensure our investment path continues on the right road. Kyle invests in us as a family by knowing and caring about what is going on with us. He is top notch.

ΑΒΡΑΞΑΣ This has been my families bank now for over 18 years & counting. They have been the best bank I have ever used. The staff are very professional & friendly.

Brian Berkey Jeff and Wendy Malas make a great team. I have been investing with Jeff Malas for many years. He has a Christian background which I love. He provides advice that is best for me rather than his commissions. He advises on debt reduction and investing to balance my financial future. I highly recommend Jeff and Wendy as financial advisors.

Richard Coleman I called WFA to see if they could help me with financial planning and was connected with Martin. I described my history and current circumstances and goals during which Martin asked quite a few questions. He then made some very specific recommendations and answered my questions in turn. I then asked if WFA offered any services that I should sign up for and, to my surprise, Martin said he didnt think I needed their help at this time but that I could call again if something changed. I offered to pay for his time but he declined that as well. The entire experience was so friendly and helpful!

Greg Bradle Wow - what a great insurance agency! I recently worked with Matt, Emily, and Maggie. My insurance needs were very specific, and had to be done within a tight timeframe. They all are super responsive, and take the time for details. The pricing was also much better, and coverage was more COMPREHENSIVE than my other quotes I received from an industry specific agency. I would highly recommend Matt Wiegand and Comprehensive Insurance Services!

Nathan Reynolds He has been my advisor for 15 years. He is constantly keeping me up to date with my account and always has my family in his best interest.