Rooted Wealth Advisors - Champaign (IL)

Tim Wilkerson Tom’s incredible. We’ve used him for years and you can’t beat his service.

Tod Urban I was a Cole Taylor customer for many years (25 years). They were the bank for my small business and unfortunately MB recently bought them out. As a small business owner, Cole Taylor always had my back. MB, on the other hand, does not. MB does not mean business, it means bail on you. They do not care about their customers. Sure, they were with me when my business was good, then with a little downturn in business, they completely turned their backs on me. They have not taken any time to learn about my business or care about me or my business. They have unnecessarily bounced checks on me. They bounced every single one of my checks even when there was money in my account for some of the checks. It is absolutely appalling how little they care about their customers. I could not be more disappointed with this bank. Any small business owner or really any human being is in for disappointment. I would never refer them to my worst enemy. While customer service did call and leave me a message, I called them back and still have not heard back from them now one week later. I left two messages for the head of retail banking and have not heard back. I even talked to the president of the company and still got no relief! This bank is a joke. And I am moving on.

Roc Ordman I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)

Julio Ramos Dannys approach to financial planning is nothing short of meticulous. He is incredibly attentive, ensuring that every meeting and communication is fruitful and informative. His responsiveness is commendable; Ive never felt left waiting or in doubt about my financial decisions. In addition, Dannys recommendations extend beyond the typical scope of financial advising. He suggests avenues and opportunities that I hadnt considered, demonstrating his commitment to my overall financial well-being. Overall, my experience with Danny, has been exceptionally positive. For anyone seeking a knowledgeable, client-focused financial advisor, I highly recommend Danny and his team at Arbor Financial Advisors LLC.

Devin They dont protect well against fraud. A hacker impersonated a friend around 6 months ago. I contacted Midland that day to stop the transaction and was given the run around. I called customer care several times in the following days, weeks, and months. They kept telling me they would call back. When they did, they still didnt credit back the fraudulent transaction. Now they are saying they cant help because it was over 60 days ago. Thats not my fault! Ive been trying to get help since day 1. Not a good bank.

Mark Hartwig We got started with FWM in 2014 after having - and moving from - 2 or 3 previous financial planners. The last, after about 2 years, had come up with a possibly well-intended but sketchy-sounding scheme. We had also learned that the good friends who referred us to that planner had left him due to great disappointment, along with another good friend to whom we had recommended that same planner. Weve sinced learned of others who left our previous planner and have chosen to work with FWM. We had become aware of FWM through their work for a longtime respected nonprofit. We received great information and advice from them, and especially Social Security information that was unique among planners at the time. It made a big - and very beneficial - difference in our retirement plans. Their motto is "Integrity leads, trust follows." As fiduciaries, they are held to the highest professional standards. They are required by law to not just guide clients towards what is *acceptable* for a client, but, in good faith, what is *best* for a client. I could go on, but I encourage you to explore whether Fraser Wealth Management might be a more appropriate fit as a trusted financial planning partner.