McBeath Financial Group - Normal (IL)

5 /5 Christine Peterson: I have been working with several team members of McBeath Financial Group to rollover an annuity from an insurance company to an IRA with them. All team members have been: kind, professional, knowledgeable, responsive and helpful throughout the process.

5 /5 Tadd Shickel: McBeath Financial Group has become a big part of our lives this past year. They provided financial services for my Dad before he passed away. They were there for us every step of the way after that to ensure we were taken care of as was Dads wishes. Krista, Zack, and Lauren have been wonderful on getting us where we needed to be. And, now, they are providing services for us as well our daughter. Really appreciate all the care and consideration they have given to us over the past year. We couldnt have asked for more.

5 /5 Paul Volker: As my wife and I get closer to retiring Ive begun to realize the complexity of managing all aspects of retirement. It became clear that we needed guidance navigating funds, tax implications, social security, insurance, etc. McBeath Financial Group has been the perfect solution. Everyone has different ideas of when they want to retire, and McBeath is helping us figure out the timing that makes the best sense for us. A personalized plan is being developed based on our current funds, future goals, and life needs. It has been a great relief of stress knowing McBeath Financial Group will be there to help guide us. Were looking forward to working with McBeath Financial Group throughout our retirement years.

5 /5 John Chubick: We initially started with a different financial advisor firm but something just didn’t feel right so we reached out to McBeath Financial Group. We’re so happy we did. We primarily worked with Julie and Zach. Both were very professional, patient, friendly, and knowledgeable. I’m so happy we changed direction and went with a local firm. Financial planning with McBeath has resulted in a comprehensive financial plan for us moving forward.

5 /5 Steve Wilson: My wife and I have been clients of McBeath Financial Group since my retirement in 2018. Krista has personally handled our account and she and her staff have been nothing but professional in every aspect. We are always greeted and treated on first a personal, followed by a professional level. Every visit and meeting is gratifying and rewarding. Her group has done an excellent job defining and managing our financial future. We would highly recommend anyone seeking financial guidance to meet with and consider McBeath Financial Group.