Schlipman Wealth Advisors - Quincy (IL)

Steve Froeschl Grant has great knowledge of the markets. He found out my needs and wants for my future and adapted a plan customized to reach my goals. Thank You Grant

George Turner Although I miss my childhood Bank of Edwardsville, I have had several good contacts with Ryan in customer service. I think they went thru some turbulence during the takeover, but I think they got it squared away. Put it this way ... WAY better than Bank of America. It still has a "small bank" feel and it is easy to talk to a real person.

David Vaughn The staff here at the credit union are extremely friendly and helpful. Any time I come by, they always greet me with a cheerful smile and if I call, they are very quick to help and answer my questions. Always a great experience!

Michael Wallace Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!

Helen M I honestly cant tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. Im just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My fathers account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. Ive invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I dont need to worry about my finances, my sisters, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. Its not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat.

Katie Elder If you are looking for insurance you can go just about anywhere...BUT If you want GREAT insurance, GREAT customer service and GREAT support when and if you have an accident....then you NEED to call Greg. We have been with Greg and County Financial for a few years and we are completely satisfied. We know that if we need to add a vehicle to our policy we make 1️⃣ phone call and its done and done correctly. We are very please with our premiums on Auto, Home, and Life insurance policies!! We support Greg because we know he supports us.