Rick Yoch - Raymond James - Belleville (IL)

Grace Smith We couldn’t be happier with our experience with Lance and Country Financial! We really love how easily accessible he is to answer questions or help with anything we might need. Truly a seamless transition from our former company to CF, and it wouldn’t have been so easy without Lance!

Ed Rubeck Brian is a nice guy to do business with. When I go into his office I dont feel like just another customer. Brian gets to know me. Great service!

Jeannette Annis Excellent service - Paris branch

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Liz Thacker Always friendly and SO helpful! I wouldnt bank anywhere else!

Edoardo Tortoledo Worse customer service experience I’ve had, at ANY bank, Chat agent (Jenna R), not sure if she was inexperienced or if that’s a protocol but absolutely no help, i clearly had mentioned that I couldn’t make a payment thru the phone and she tells me to “call” goes to give me the number and the a “pre made response” when that’s precisely why I opened the chat, to get someone to help, i explained to her again, just to received a very similar response, I previously had Bank of the West, which we know was taken over, and it was by far a much better bank. After having 15 different accounts at other banks, I never came across such terrible lack of customer service support.

Richard Roberts Great customer service. Really helpful.

Melissa Rasmussen I LOVE this bank and all the staff. We have banked there for 20 years with our primary contact being Reid Molzen, who is now the President/CEO. This Sullivan location is always courteous, friendly, welcoming, and never make you feel like you are less than like some banks do. The other 2 banks in Sullivan fall short in all of the above.