Private Wealth Advisory Group - Crystal Lake (IL)

Erica W Compeer Financial is awful and only willing to help you if youre a farmer who make millions. We have 6 acres but are not farmers therefore they wont help us. We have a mortgage with them and have a TON of equity but because were both self employed (for over 10 years with successful businesses) (arent farmers self employed?) were apparently high risk because our credit isnt great and our daughter has had medical problems so we have debt.. even though we have equity, they wont help us. We cant get a loan anywhere else, no other banks do mortgages for agriculture zoned properties. It should be illegal for a bank to not let you take an equity loan on your property if you have it available!!!

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

Hannah LaVine I live out of state and am working on getting my grandfathers finances in order. EVERYTIME I have called I have spoke to Brandon or Cody who have been phenomenal! Willing to help, knowledgeable, and understanding. I have had nothing but a positive experience with them. Thank you very much for helping me navigate a nightmare of a situation!!! ♥️

Lori Lester Jennifer was amazing and knowledgeable when it came to all the questions about my loan… everyone was super friendly and welcoming. I felt very comfortable throughout the entire process!!! If you need a loan go see the girls in the Harrisburg IL office!!!

gloria baier Very helpful

Brandi Smith I’ve been in the financial services industry for over 15 years and have worked with a variety of teams—but none that match the level of care, detail, and attention that Abbie and Niralee bring to client service. Working at Osterbur Patel Wealth Management has been an incredibly fulfilling experience. Niralee leads with precision and thoughtfulness in everything she does, and Abbie brings a genuine energy and passion that makes both our team and our client relationships stronger. It’s refreshing to be part of a team that truly prioritizes people and goes above and beyond to make every client feel seen, supported, and valued.

Gayle Driscoll In all the places I have lived as an adult, I have never banked at a friendlier, more caring place. The tellers greet us by name, they ask about what the kids are up to, and they go out of their way to make sure that our questions are answered. As Edwardsville continues to grow and become less "homey" I am glad that this bank is in the heart of town making me feel like I am more than just a number.