Private Wealth Advisory Group - Crystal Lake (IL)

Alexis Stutes I had a very good experience here today! (05/19) Kim and the lady she was training for the Colchester Branch (I’m sorry, I forgot her name) were both very nice and had great customer service! Even though she was training, the process was not very long at all and they made conversation with me while doing the process and made me feel welcome as a new customer!

Nathan Update 5/27/25 - Patient financial services reached out to me to discuss this case. There were some mistakes made and upon further review determined that the original dispute was never formally closed. Financial services made good on the original discussions from 2023 and are resolving the issue and mailing a copy of the updated invoice with updated balance. What this shows to me is that the organization does take patient satisfaction seriously. It did take multiple conversations with several different people across many months and several escalations, but ultimately the persistence resulted in proper resolution and I thank the team for their support in seeing it through. Changing my rating from 1 star to 4. My appreciation to this resolution cannot be understated. Original Review (1 star): I received Emergency service in July of 2023 from KSB. This service required a rabies vaccine and subsequent follow up vaccines for the series. I was told I would pay for the initial visit and vaccine and the follow up (3 shots) would be included as part of the first bill and I would not be billed for the subsequent visits. I paid the initial bill immediately then was billed for the 3 additional shots by KSB and I disputed these. In that dispute I received confirmation I would not be responsible for the bills and would not receive follow up bills. This remained true until 2025. Once OSF took over in January 2025, I received those bills again. I disputed the bills and nothing was done. I was given 2 verbal commitments from the organization (the ED Doctor and the billing department that called back from my initial dispute) that I would not be responsible for those bills and now I am being required to pay or be taken up through claims.

Carla Beck Eric Kingery addressed all of our life insurance needs with care and concern. He is always available to discuss anything further with us. Thank you, Eric!

Mariah Shearer Jason and Susan are great to work with! Thank you for all you do!

Tony Lucas Being on disability, I wasnt sure if I could get extra money needed, but I had no problems with them. My payments are not high and Ill be paying it off in 2 years. Thanks again.

Viri Gonzalez Always friendly and quick I absolutely love the ladies there

Mitchell Nolan I’ve had the pleasure of working with Kassie through my financial advisor’s office, and she has been absolutely fantastic. She’s always prompt, professional, and incredibly helpful—whether it’s answering questions, handling paperwork, or simply making sure everything runs smoothly. Her attention to detail and friendly attitude make a big difference. It’s clear she cares about the clients and takes pride in her work. Thanks, Kassie, for making the process so much easier and more pleasant!

Thomas Thompson Listened to our insurance needs and made appropriate recommendations.