p. dean lampe, senior financial advisor - Mt Vernon (IL)

Kevin Klaas Great financial institution! Brent and his team are responsive and good at what they do.

Michael Denny I recently started working with Scott and I couldn’t be more pleased with the experience so far. From our first meeting, Scott took the time to really understand my financial goals, risk tolerance, and long-term plans. What I really appreciate is he continues to take a keen interest in ensuring I understand the complex financial concepts in a way that’s easy to understand, and I never feel rushed or pressured. He lays it all out for me to see without trying to push me in a direction im not comfortable with. Scott has already helped me organize my finances more effectively, create a solid investment plan, and start thinking more strategically about my future. Im starting a little late in life and I feel much more confident about my financial direction thanks to his guidance. I really think he has a genuine care for my financial future both in the short run and long term. If youre looking for a knowledgeable, approachable, and trustworthy financial advisor, I highly recommend giving Scott a call.

Ron Harper We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.

Linda Methvin Knowledgeable, professional

Jose Bahena Woodstock illinois and chicago

Sydney Turnbull Cant say enough about Jackie and her office! When we moved back to the area a few years ago, they welcomed my family and me with open arms. Shes made sure were covered properly for our house and cars, but also making sure we have a plan in place for our life insurance needs. Such wonderful people to work with!

Lacie Borde Absolutely the best place for financial guidance, strategy, and taxes!! Richard and Carla treat you with the utmost respect and give financial advice as if your money was their money! I hope to always do my business with them !