Ron Brachear - COUNTRY Financial Representative - Carrier Mills (IL)

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

Theresa Reedy Went through drive through clerk very pleasant ☺️

Michele Andre A shared acct with my daughter and a check in both of our names brought me to this branch today. Wow. Condescension was overwhelming. I felt judged and belittled. Wasnt sure why. They would not cash or deposit the check and blamed the payer. I found out later, it absolutely shouldve been. I noticed their reviews are not glowing. Now I know why.

Susanne Roa Was given explicit instructions as to what I wanted him to do. He did not return my phone calls and did not take the action I specified. When he did call he would try to talk me into doing something I did not want. What should have been taken care of within a week dragged out to months and I finally had to get very stern and forceful acting. I would never let him be in control of my money.

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.

Frank Romero Very clean office. All staff is friendly and knowledgeable