Planetree Wealth Advisors of Raymond James - Sycamore (IL)

Michelle Cochran Ive used Banterra Bank for 20+ years and have had positive experiences every time Ive been there. All of the employees are super nice and helpful, especially Cina she goes above and beyond to help me with any questions that I have.

Cathy Shuler I was in need of upgrading my prescription drug plan and wasn’t sure where to start. There are so many companies calling, texting, emailing all the time. I asked Vicki to look into it for me and in a short period of time I had a better plan, hundreds less outlay annually, and a bunch of peace of mind. Vicki Farley is professional and pleasant, knows how to get answers to complicated questions. I am very grateful for her help in this vitally important matter.

Cindy Phillips We recently worked with Jenna Alderks for our health insurance needs after my husband and I retired. She was absolutely great to work with. Jenna laid out our options, explained the coverages and provided direction into which plan would work best for us. We have and will continue to recommended her services to others. Thank you Jenna for all you do for your customers!

Braden Tracy There is no CPA nor even an accountant... One went to school for English and the other to be a PE teacher. If looking for professional advice, this is not the place.