Schlipman Wealth Advisors - Quincy (IL)

Brent Bowman Dean is excellent at his job. Always takes the time to explain what he’s doing and always checking on what your goals are. Treat you like you are family. Great office staff also

Michelle H. I have banked here for over 30 years. The staff is always friendly and helpful. Their fraud department has caught suspicious activity on our account multiple times and stopped bank fraud in its tracks. I highly recommend banking with Iroquois Federal in Danville!

Melanie Perry NBaldwin is a trusted partner for my business. I trust their expertise, service, follow-through and attention to detail which allows me to focus fully on my business. Working with Noel and her team has been a great decision - one that I wish I would have made sooner. In the past working with other accountants, I noticed two distinct challenges. 1) Some were good with completing our taxes quickly; though made mistakes. 2) Others loved the details and wasted our time talking through hypotheticals and irrelevant details. Noel and her team really stand out. They execute taxes and payroll correctly, effectively and with a smile. Were grateful for NBaldwin personally and how they positively impact our county by serving 1,000+ business owners with their expertise.

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.

Richard Ortiz Mike really takes care of his clients because he takes an interest in them as friends and fellow business owners. He takes the time to get to know you and your personal and professional financial situation to best serve you.