Midland States Bank - Vandalia (IL)

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.

Joansi Matul Peoples very kind

Kyle Reddish Jay and Eric both were very kind and respectful ! They helped me out tremendously and would recommend this company 10fold to anyone thank you guys for the quick and easy process !

John Paul Killam Helpful, friendly staff. Easy to work with, reasonable people. Not sure why theres a one star review, going to report it to Google. Never had any issue w these folks, always been very easy and pleasant to work with

Kaitlyn Gorman Working with Scott has been a great experience. The guidance and support we’ve received has been fantastic. Scott’s always taken the time to understand our goals, answered all of our questions, and help us through our financial journey. The personal and thoughtful approach he takes is why we’d recommend Scott and his team at RWM to anyone!

Tanner Freiburg Ive been with Merrill Lynch for many years. Andy does a fabulous job handling my accounts. Really easy to work with. Hes presented several ideas I never knew about and Ive seen strong growth because of it. Also helped me setup a college savings account for my three kids that I did not know existed! Highly recommend Andy Tappe and the Merrill Lynch office in Quincy.

Molly Motyka Cindy is so nice and is always willing to help meet my needs. I have an account for a local nursing home and I always need different variations of change and she is always so patient with me. Thank you!