Morgan Stanley Financial Advisors - Peoria (IL)

Thomas Hookton The NEW Management staff is outstanding! Their attention to detail and customer service really set them apart from our old insurance company. They helped my family set up our retirement finances and funeral expenses perfectly. They taught us so many new ways to become comfortable with our insurance and retirement. Thank You Bankers Life!!!

Jeremiah Went in as a prospect to potentially become a member and open several accounts. After waiting a few minutes in the lobby, a less than enthusiastic or friendly receptionist “greeted” me. After explaining why i was there, she began to condescendingly count on her fingers the numerous requirements. Having just moved to the area, of course I didn’t meet their criteria of extensive paperwork. Plenty of other FI’s this ex-banker can choose from. I know how to run a bank branch, this isn’t it.

Asish Kurian Great service and awesome experience.

Andrew Yaggie I had a wonderful experience working with Chris Caspers. He is a great communicator, is very practical, and efficient. I highly recommend Chris.

Jason Schluenz Josh has been very responsive to my questions and works well with short time frames when I need a bond or insurance certificate for my business. He is a good listener and takes the approach of asking questions in order to find out what will best suit your future personal and business insurance, financial planning and retirement needs. I recommend Josh to everyone I know.

Amanda Cobb I have been dealing with Doug at Lenox Financial Services for about 12 years. He creates detailed stock reports that anyone can read and understand. After you read the reports, you should have a good understanding of the investment opportunity. I highly recommend Doug and Lenox Financial Services.