Keywords: Financial senior financial solutions il

Senior Financial Solutions - Effingham (IL)

Address: 🏡 707 W Jefferson Ave, Effingham, IL 62401, USA
Phone : +1 (217) 342-9389
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJY3UMiTaXc4gRxJ43u7wfTvo
#Illinois

Principal Financial Group - Rockford

Jon Delphine High fees and low interest - you are basically paying them to take your money if you invest with them. Very disappointing. I am down 11.25% on a cash deposit IRA after 5 years. Thats basically just from fees. I have not used any service since the rollover, other than today to cash-out. Shame on you Principal. You are supposed to help me acquire wealth for retirement. Not only did you not increase the dollar amount in the account - you caused it to lower. I would have been better with the money in a savings account. Your fees were significantly higher than the interest. Additionally if I look at inflation and a 10% penalty (to avoid you taking it all) - I have lost over 40% of the initial deposit in 5 years. I dont think I would use you ever again, for anything.
1 /5

Julie Pike, Financial Strategist: The Milare Group - Effingham

Jessica Bridges Julie has been amazing since the beginning. She told me exactly what I needed, so there weren’t any surprises. The closing process was simple and I literally didn’t have any problems. If I ever needed anything, I could email, Fb message or text her and she got back with me within the hour (usually within minutes.) This is my first home purchase, so I don’t have anything to compare it to, but I have friends that are going through the same process and their’s have not been as easy.
5 /5
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Peoples State Bank - Newton

Frankie Arnone Joshua Milliman helped me open a account. Hes very smart. Hes very helpful. Hes very polite. Highly recommend him and the Peoples State Bank in Newton Il.
5 /5

Financial Plus Credit Union - Ottawa

Joanna Kalis Very kind, always helpful and efficient. Also very up to date on scams and this bank has great security checks.
5 /5
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Legence Bank - Shawneetown

Dionna Horton Great service, very friendly and always helpful
5 /5

GreenState Credit Union - Freeport

Kathleen Kruse Everyone in the Freeport branches are always polite and very helpful. I appreciate their good customer service. I like to see familiar faces running good local businesses. The one negative experience I had at the Rockford branch was righted by those in Freeport. I felt valued as a customer again with their resolution.
5 /5

Casey Insurance Agency - Yorkville

Chrisoula Pieniazek I’ve worked with Christina at Casey Insurance for several years now, and she has been absolutely wonderful to work with. We first connected when we bought our home and decided to bundle our auto insurance as well. Since then, she’s consistently helped us find the lowest rates without compromising on coverage. Christina is knowledgeable, responsive, and truly looks out for her clients. Highly recommend!
5 /5