Keywords: Financial principal financial group il 61108

Principal Financial Group - Rockford (IL)

Address: 🏡 1111 S Alpine Rd # 509, Rockford, IL 61108, USA
Phone : +1 (815) 399-4000
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhZJAnzm_CIgRSv6ZtrorzcQ
#Illinois

Midland States Bank - Joliet

Trevesa Frederick Aracely! Absolutely love her. She made the process so smooth for my cousin who is new to banking. Would recommend going in to speak with her to open a new acct.
5 /5

George Yost - Old National Wealth Advisors - Gurnee

Mario Prado George is finally the type of long-term investment advisor I’ve been seeking! I’ve had several accounts throughout the years with very little, to no guidance. George is interactive, and truly understands how to manage long-term investments. I’m glad to have finally made the switch to a person who shows interest in my investments and future! Look forward to watching my portfolio finally work for me efficiently!
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

Tower Loan - Waukegan

Alice Knudsen Veronica is very welcoming and personal. Easy to work with. This place is awesome. Come and see for yourself. You wont regret it.
5 /5

Edward Jones - Financial Advisor: Terry R Stilt, CFP®|ChFC®|CLU® - Carlyle

Jaclyn Hattermann Highly recommend Terry and his administrative assistant, Jessy! Jessy is timely with emails and communicates very well! Terry is extremely knowledgeable and helps make important financial decisions, and cares about his clients.
5 /5

Community Food Basket - Ottawa

Sheryl Allison Love The knew place, much larger than other place, clean, quiet, and respectful people!
5 /5

U.S. Bank Branch - Freeport

Oscar Del Pilar Ive worked with Mary Kaufman now for 3 years on business loans. She is very professional & knowledgeable and will help in any way she can. I highly recommend working with her on anything related to business.
5 /5