Northwestern Mutual - Champaign (IL)

Carolyn Tobin We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us. I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it! In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away. Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!

Thurston Howell Im pretty impressed with this bank and the app, as well. The ease in doing business with them is notable, and Lovey and I will be with them for many years to come, provided we find a way off the island.

robert welch I have nothing but greatness service here.

Randy Smith Tim and Kristin are incredibly helpful. They have helped me through many complicated investment and inheritance situations. They are always willing to offer advise and have not steered me wrong.

Viri Gonzalez Always friendly and quick I absolutely love the ladies there

Jonal Dangbar Took a friend there because she needed a ride to listen to the band that was playing. Restrooms were clean. Its a small place compared to most fraternal order of eagles that Ive been to or what I can remember of them. Ive not been to one in quite a while. Everyone seemed friendly for the most part or at least for the ones I had interaction with.

Melissa Brown Just opened a COD - went to open a savings account with a cashiers check with a large amount of money that I wasn’t comfortable keeping with me. I politely Asked if I could please open it so I didn’t have to carry a large amount of money - but because they were closing in 20 minutes and they needed a half an hour to open the savings account they wouldn’t do it for me. I totally understand policy but when you have a new customer try to have a little bit better customer service and try to assist them. I will definitely take my money somewhere else.

Cards R4 Kids2 The girl working today was very friendly. It was my first time there. She got my taken care of fast. A+