Merrill Lynch Wealth Management - Peoria (IL)

Kelly Jolly Terry is very knowledgeable and helpful! She is a delight to work with.

Debbie Parrish Steve Weers has been an exceptional finance advisor! We just got started with him and know how hard it is to trust someone with all your retirement money! Steve made my husband and I feel so comfortable and gave us so much hope for a great future! Our schedules are so difficult and Steve made it work coming in a weekend to help us out! What business person would do that? Steve makes you feel like family!! Thank you Steve for making us feel so comfortable and taking good care of our money baby!

alexander terrell Great advice

Jen Schram We have been clients of the DeFilippis Financial Group for over 35 years and have always been extremely satisfied with their expertise and attention to our financial well-being. They are honest, professional, and caring regarding their clients’ financial needs and give great advice without being pushy or self-serving. Our calls and/or emails are always returned promptly, and our questions are answered thoroughly. We highly recommend the DeFilippis Financial Group to anyone who wants or needs expert assistance to help grow their portfolio and have peace of mind that their money is invested wisely and honestly. They have also expertly prepared our tax returns for the past 35 years….you can’t go wrong with this company for all your financial needs!

Andi McNally Michael aided in increased communication, crushing barriers so that expedience in claim resolution was accomplished. So helpful to work with someone who will do what they can to make sure insured get what they need by connecting others so that they are able to do their jobs most effectively. Thanks Michael and team.

Panth3r The best bank ever

Shannon Lyon World Finance is a great place. Very friendly and I always enjoy working with Wendy. Ive been a long time customer. Got my first loan in 2008 and still continue to choose the Marion branch.

Bruce Caldwell Ive banked with them for about 12 years. Ive no complaints. I have a mortgage with them and no issues!

Rollie Mileham Working with Tiffany has been a very pleasant experience. She is not only kind and professional, she has been there for us through every situation that has risen. We thought buying a house from out of state would be difficult but she made it so much easier. The financial help she gave us was beyond exceptional. We would highly recommend her to anyone seeking to buy and finance a new property.