Shepherd Wealth Advisors - Mt Vernon (IL)

Kinsey Hall Our agent was able to help get us better coverage at a much lower rate and was super timely and easy to work with. Much better experience than dealing with the larger companies we’ve worked with in the past.

Caleb Wendt Lauren is very professional, knowledgeable, and helpful. Shes always able to answer my questions in a timely manner and makes investing easy and stress free.

Jeanette Gerlach Larry is very informative and knowledgeable. Very nice to talk with, Downton earth. Very accommodating to my schedule.

Connie Shepherd In my 29 years as a customer, I have always been treated with respect. Everyone I have ever talked to has been very friendly and very patient in answering my questions.

Susan Heaton Since I was not able to discuss my claims with my agent Tyler Hansen. I was referred to Dan Kniss which was not available has not call me back. Referred me to Country Financial Bloomington HQ. I am writing to express my ongoing frustration with the lack of communication regarding my two weather-related claims with agent Tyler Hansen. Over the past 4-5 months, I have made many calls without receiving any callbacks. When I requested a scheduled call via email, Tyler asked me to send my questions by email instead. He did not answer my questions. This lack of responsiveness and guidance has been disappointing and indicates a significant gap in customer service, claim services. A failure to respond, guide, communicate, respond. No effort to keep me in the loop.