New Perspectives Financial Services, LLC - Bloomington (IL)

Michelle Anderson Everyone in the office works as hard as they can for you. They will call with reminders if you forget a payment. They thoroughly research any issue you may have and get back to you within the same day or oftentimes within an hour. You can’t go wrong with this team!

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.

Connie Shepherd In my 29 years as a customer, I have always been treated with respect. Everyone I have ever talked to has been very friendly and very patient in answering my questions.

Mitchell Nolan I’ve had the pleasure of working with Kassie through my financial advisor’s office, and she has been absolutely fantastic. She’s always prompt, professional, and incredibly helpful—whether it’s answering questions, handling paperwork, or simply making sure everything runs smoothly. Her attention to detail and friendly attitude make a big difference. It’s clear she cares about the clients and takes pride in her work. Thanks, Kassie, for making the process so much easier and more pleasant!

Tina Nystrom The moment you walk in the door, you realize that everyone at Dorion-Gray is friendly, patient and extremely knowledgeable. They truly care about their clients, as people, and their goals for the future.

Marlane Miller Mindy and Mimi are the best! Always friendly, helpful, knowledgeable and genuinely such wonderful people!!

NATALIE WEASEL David went above and beyond the call of duty by seeing me when his office was closed for the day and rectified a critical situation for me. He could have easily told me he was closed and had me return the following day. I highly recommend David Morse and his team.