Peoples National Bank - Mt Vernon (IL)

Marcella Vamboi Dormeshia exceeded all my expectations! I was particularly impressed with the urgency of when she did my taxes and she was willing to stay beyond the time of her business hours to get her clients done. She was incredibly helpful and went above and beyond to ensure I had a positive experience. I highly recommend One Tax Guru Financial Services to anyone looking for reliable, high-quality service. I will definitely be returning for future needs. I even make sure my fiancè and mother comes every year and they love her as well. -Marcella

Vicki Bishop Sara is very caring agent and will go the extra mile for her client’s

W David Pool This is a very friendly bank. They make you feel welcome.

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!

Kathy Smolen My husband and I have bringing our business here over 15 years, the service has always been excellent. I dread tax season, the staff make it a positive experience for us. Keep up the great work! Thank you!

Suzanne Conklin Always great service!!

Christine Peterson I have been working with several team members of McBeath Financial Group to rollover an annuity from an insurance company to an IRA with them. All team members have been: kind, professional, knowledgeable, responsive and helpful throughout the process.

Jacob Streuter Travis and his team are super knowledgeable. When I was looking for insurance, I wanted to go with one place for everything. Investment properties, life insurance, home, auto, umbrella. I was getting quotes from multiple locations and Traviss knowledge, service, and pricing set him apart. I am happy to have him and his team taking care of our insurance.