OneMain Financial - Mt Carmel (IL)

Sue Chappel Went to see the offices, my financial consultant moved to there group. Good experience, the group seems to work well with each other. Good atmosphere. Looking forward to working with them.

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Karen Ive been banking here for over 30 years and have always received kind, friendly, excellent service.

David Wagenbach He was good to work with and very knowledgeable about insurance. I asked some detailed technical Questions!

Alexandra Buisson I’ve been working with Christina for many years, and up until this year, she has been truly wonderful. When she expanded her business, I was thrilled to see her thriving and continued to trust her with our taxes. Unfortunately, something changed this year, and I’m really sad to be writing this. Our scheduled Zoom meeting in late March was canceled the day of due to major software issues on their end. While we completely understood and were flexible (we agreed to proceed with a pre-recorded option instead to give her more time) that ended up being the last time we heard from Christina or her team. From that point on, we received no responses to our emails, even when we kindly asked whether we should look elsewhere for help filing this year. Phone calls went straight to voicemail, and their client portal mentioned the messaging system was down. We gave it ample time, hoping for an update, but it never came. In the end, we had to file our taxes ourselves at the last minute, still with no word from Christina. After so many years of great service, we’re extremely disappointed in how things were handled this time. The complete lack of communication was unprofessional and left us in a really difficult position. Sadly, we’ll be looking for a new CPA moving forward.

Thomas Beissel When we built our home on our farm in Pike County, Mike Spann met with us and conducted a careful review of both our farm and umbrella policies. Mike stays in regular contact with us throughout the year and we are confident that our insurance needs are well served under Mikes care.