Patrick Cavins These are great people. Who are friendly and honest! Cannot ask for much in these hard times! I have used them for bonds, and for mutual funds. They offer diverse opinions and many options.
Andi Kowalski They offer a medallion signature guarantee for only $5; this is required when transferring stocks. Also, they are quite helpful and timely when answering questions and researching financial information not available to the general public. Thank you!
Stephanie Skromme I have dealt with 5 banks in the past month since my dad’s passing. Heartland bank has been the worst and hardest to deal with. Every time I go in there they have to “review” documents even though I have legal signed under oath paperwork from our attorney that is needed. I understand them wanting to protect themselves but there were excessive with their requests (even our attorney agrees this was not necessary of them). I will never bank with them or recommend anyone too. Much easier and friendly banks out there.
Eric Schnell Mike listens carefully to your goals and works with you to create a plan that achieves those goals. He is very responsive to questions, and proactively reaches out to you when market changes are afoot, providing a cogent analysis with deep insights.
Judy Meyer Melissa took the time to answer questions that I had and gave me information on each of my bundled insurance plans.
She was very knowledgeable and shared
her thoughts with me.