Keywords: Financial p dean lampe senior financial advisor il

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

Address: 🏡 3450 Broadway St, Mt Vernon, IL 62864, USA
Phone : +1 (618) 242-6100
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJAQAwSPy3dogR-gsuC4gcVyQ
#Illinois

Krehbiel & Associates - Mt Vernon

Juliet Bravo When it comes to taxes, why EVEN take a chance? Hiring a professional will most likely save you money (and headaches) in the long run. Having moved from Arizona last year, I knew filing my taxes was going to be a headache. Josh saved me 35% of what I originally thought I was going to owe ($5200 vs. $7700). And his fee was more than reasonable! I cant say enough good about him and Krehbiel and Associates!
5 /5

Long Planning, LLC - Geneva

Matthew Shaw A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I dont believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put a price tag on the value he brings and I am confident I will be a client of his until I die. God Bless Kyle and his company Long Planning for helping my family and others. Thank You Kyle
5 /5

Dimond Bros. Insurance Carlinville Branch - Carlinville

Brett Witek Mitch and his staff have gone above and beyond providing customer service , fair quotes, and useful information for my business. I highly recommend Dimond Bros services you wont regret it!
5 /5

KTB Financial Services, Inc - Bloomington

Sharkie48 I became representative payee for a friend who used to have to go through KTB. Even explaining the situation to Social security, at the office, the woman stated, you have to understand all these people have mental problems and arent easy to deal with and do not know what is going on. Exactly what was said, so very sad!! I didnt even know how to respond honestly, I never expected to hear that at all!! I watched his stuff closely, there was a time he didnt make enough funds to pay the KTB fee, which it was waived. Around 8 months later he started receiving SSDI from his fathers retirement, the fees that were waived were all taken out in 1 day after they were supposedly waived. It showed clothing, shoes, etc, we could see it because of a bank error that he was able to see the payee account for a day or 2 and then it disappeared again. Why would it not say KTB fee?? And when waived, they can take it out 8 months later, 5 transactions in 1 day? Apparently this is ok to Social security because they believe no one that is a client knows what is going on! When it was first reported to Social security, he was told if he went through with a complaint that he wouldnt get paid for several months while they were investigating, just to scare him into not going through with it. Well, I became his payee awhile later and was pretty much ignored and no investigation happened. Someone needs to help these people! He has several emails asking why the fees were taken out, no response to any of them!! If he asked another question in the same email, it was addressed but the part regarding the waived fees was not addressed. I just feel really bad for all of these reviews because I saw first hand and they are correct but no one wants to help. He was even threatened to not be a client because he didnt trust and his behavior was unacceptable, I have 100% transparency with his money and have zero issues at all. People just want to be included and have transparency of THEIR money and sadly it doesnt happen. Even the rule book for being a payee states, you may not like or agree what the client wants the money for but ultimately it is their money. As long as the bills and necessities are paid, but since he can see everything and feels like hes a part of and not a child asking for allowance it has taken away any issues. Thats all people want, it doesnt matter if they have mental health issues, include them, everyone deserves that!! Kim did work with us when I took over so he didnt have to wait for what he had saved to go back to social security then to him which she said could take 6 months, she just paid it on bills and everything evened up, that was appreciated but alot of things didnt add up during his time as a client.
2 /5

Chris Heitz - COUNTRY Financial Agent - Yorkville

GFW Trains Chris Heitz is the most helpful insurance agent I have ever dealt with. He is honest and up front with everything. He looked over our prior insurance coverage with another company and was able to give us the same insurance for a better cost. He took the time to explain everything and was quick to respond to any of my questions. Very happy we made the switch to Country Financial Insurance.
5 /5
ipava state bank il

Ipava State Bank - Lewistown

Teresa Welch I have had wonderful experiences with Ipava State Bank in Lewistown, IL. I had a wonderful phone experience recently with LeTrisha Keime, teller. She was kind, caring, and answered my question efficiently! I really like the Lewistown Branch! Thank you for the great experience!!
5 /5

Decatur Earthmover Credit Union - Decatur

Anthony Schmitt Nice people when I come through. not the quickest, but not overly slow.
4 /5