Keywords: Financial montgomery financial services il

Montgomery Financial Services - Rockton (IL)

Address: 🏡 1116 Cannell Ct #1, Rockton, IL 61072, USA
Phone : +1 (815) 957-0561
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJTcDdESmiCIgR4ie_GMgfHic
#Illinois

Edward Jones - Financial Advisor: Calen M McGinty, CFP®|CRPC™ - Carterville

Sabrina Stewart He is fantastic! Professional, personable, and wants you to meet your financial goals (all while being REALISTIC). Highly recommend talking to him at least once!
5 /5

Riverside Community Credit Union - Kankakee

Brenda Ader The ladies at the Kankakee location are so down to earth and friendly. I wouldnt bank anywhere else.
5 /5
edward jones  financial advisor: brad brown cfp®|aams®|crpc™ il

Edward Jones - Financial Advisor: Brad Brown, CFP®|AAMS®|CRPC™ - Geneva

Brandon Brown Super profession, knowledgeable and actually cares about his clientele
5 /5

Ken Goodwin, CPA - Morris

C L Ken is a great CPA for your family or business. He is fast and accurate. He will find the deductions you deserve and keep you out of trouble. Ken is a real CPA who can handle all of your needs. Great staff. Highly recommended.
5 /5

Tower Loan - Marion

Irean Spells Excellent customer service. Staff very pleasant and accommodating. They are GREAT, as far as I am concerned.
5 /5

Casey State Bank - Robinson

Joe L I just wrote a review of the Marshall Branch of Casey State Bank, which I gave 2 stars. The issue I have with both branches is the employees are clearly undertrained, and with the Casey State Bank in general for their clear lack of concern for their customers. After issues with closing my Dads bank accounts and opening an estate account after he passed away 2 months ago. My brother and I did this at the Marshall Branch. I decided to close the account with Casey Bank and open a new estate account at Regions in Robinson. Since I was going to Regions in Robinson, I went to the Robinson Branch of Casey State Bank. I walked into the branch, stated my name, and said that I wanted to close my dads estate account. Just like at the Marshall Branch, no one at the branch knew what to do. The person helping me had to make 2 or 3 phone calls to get instructions on how to help me. After she cut the check, she simply handed me the check. Though I had my wallet sitting on the counter to show her my ID, I was never asked for one. This was a check in the amount of 5 digits. I was shocked that I was never asked for an ID. Anyone could have walked into that bank and stated they were me and wanted to close my dads estate account, and would have been given the check. I dont blame the teller, I blame the bank. If she had been properly trained, and not so distracted by learning how to close the account while doing it, she probably would have remembered to ask for my ID. I have no doubt that I could have made the same mistake if I had been in her shoes.
1 /5