Keywords: Financial roenfeldt lockas pc il

Roenfeldt & Lockas, P.C. - Ottawa (IL)

Address: 🏡 1100 Columbus St, Ottawa, IL 61350, USA
Phone : +1 (815) 433-0464
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJw_vAmXJUCYgRwWCIoZVPsVk
#Illinois

Northwestern Illinois Community Action Agency - Freeport

William C Pitts Jr These people have helped me with every single thing I need to qualify for any benefits afforded me! Great staff, who answer every question!
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

Cory Evans - COUNTRY Financial Agent - Litchfield

Nathan Kirby Cory has been our agent since 2020 for several types of insurance (auto, homeowners, and life). He and his staff are quick to respond and very knowledgeable. In fact, when my wife was in an accident out of state, the other party wanted to switch to Cory because of his service. I highly recommend!
5 /5

Edward Jones - Financial Advisor: Jamie Shoot, CFP® - Sullivan

Melvin Yoder Very polite and could answer any questions about investments
5 /5

Paula Simmons - COUNTRY Financial Representative - Edwardsville

Luke Caron I called them up looking for a lower rate on car, boat and renters insurance. They were not able to quote me a lower price but I was impressed with Ericka, she got me a quote, played with the numbers and helped me look at different polices to see if I can work with them. Unfortunately that was not the case but I wish they did because she was so friendly and informative! It was one of the best experiences I have had with an insurance agent on the phone!
5 /5

Consumers Credit Union - Waukegan

Carol Wright I had a problem using the ATM yesterday, not something I normally have trouble with. I went inside and was helped by two wonderful ladies Sydney and Jules. They were upbeat and helpful. Jules even went to the ATM with me and explained what I didnt understand. Come to find out Jules has only been employed there for 9 days! I couldnt believe she knew all she knew in that short a time. I have always referred friends to Consumers because of their outstanding service and these two ladies just reinforced that that is still true in a day when it is hard to fine good service anywhere. Thank you Sydney and Jules!
5 /5