Roman Seguros y mas - Woodstock (IL)

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Jim Kent Bob Gordon and his Associates have been serving our Community for a long time . They are invested in our Community and are Tremendous Financial Advisors. Nic Gordon is following in his fathers footsteps , he has had an excellent Mentor . I would strongly encourage anyone who would like to improve their financial picture and take the steps to secure your future and retirement to call Nic Gordon .

GOOD CITIZEN Been a customer for well over a decade. Family owned business that takes care of you like you were part of their family. Wouldnt go anywhere else for taxes or insurance.

Randy Henderson Great people at Peoples National Bank.

peters justin (dark_quest) Great staff, building is old and in need of a remodel

Ballinger Dave (Cliff Clifford) friendly folks!