Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial - Morris (IL)

Charlene Macias I have had several issues with my checking account and fraudulent charges. Every one on the team was very helpful, kind and responsive to my issues. Love this bank and how they deliver services. Would recommend Sauk Valley Bank to everyone in the area. Thanks for your efficient responds to my needs! ❤️

Antonio Asevedo Sally is the best! Knowledgeable and knows how to navigate the healthcare processes!

Ashley M. Calvin So far I havent had any issues since Ive been going here and the staff is very nice and is willing to help me with my needs also they have a good attitude towards their customers and always have a positive attitude.

Brandon Nyman Kevin always has done a wonderful job for me and always at a reasonable price.

Steven Delaney Gary is the consummate professional who takes time and gets to know his clients. The personalized care and service is a hallmark of Gary’s. From investments to retirement and estate planning, Gary handles it all and I’m sure there are more services I haven’t experienced or utilized. I can’t speak highly enough about the professionalism, care, and personalized service that are offered. If you aren’t here doing business you aren’t getting the most out of your money.

Ryan Alberts Adam has been amazing to work with! He has always been extremely responsive and works hard to find the right products for my family. I would highly recommend Adam for your insurance and financial needs!

Rollie Mileham Working with Tiffany has been a very pleasant experience. She is not only kind and professional, she has been there for us through every situation that has risen. We thought buying a house from out of state would be difficult but she made it so much easier. The financial help she gave us was beyond exceptional. We would highly recommend her to anyone seeking to buy and finance a new property.

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

Lesly Perez Monica was great in explaining in full detail our process.