OSB Community Bank - Morris (IL)

PicPandas 89 Weve been with them for 5 years and they have been nothing but good to us the entire time. Very helpful and friendly!

Ninos Date This bank treats your money like its theirs. Sometimes my husband and I need to make larger purchases on our debit cards and weve been denied most every time. The bank says we have to sign a release in order for them to release our own funds even though my husband and I have signed countless releases to give us no spending limits on our cards. It appears that every time you want to make a larger purchase, you have to go to the bank, sign a form, and cross your fingers that they will release your own money. There are some nice people working there but...if you cant get your money when you want it you might as well keep it under your mattress.

Ellen Smith Staff is always so helpful!

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Craig Heun I bought a car with a local dealership and they used this company. They were fast, friendly, and got me in and out with no problems. VERY NICE PEOPLE. Would highly recommend. They also have a really cool desk.

Stevie Timmerman Very friendly staff and always willing to help.