Keywords: Financial shepherd wealth advisors il

Shepherd Wealth Advisors - Mt Vernon (IL)

Address: 🏡 3307 Broadway St # 150, Mt Vernon, IL 62864, USA
Phone : +1 (618) 248-8086
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0bhMYRK3dogR9gbjUGUL5iQ
#Illinois

Bill Dean - COUNTRY Financial Agent - Dixon

Rollie Elder We have been dealing with Bill for several years. Bill and his staff have been some of the most helpful and reliable people our family have ever dealt with. Country Companies is lucky to have such a staff representing them.
5 /5

Marlon Eilts - COUNTRY Financial® Insurance Agent & COUNTRY Trust Bank® Financial Advisor - Pontiac

Jen Boudreau Marlon, Melissa, and their crew get business done at the drop of a text, email, or phone call. Super easy to communicate with them! Fast responses!
5 /5

Busey Bank - Morris

Paige Cherven Highly recommend for top notch service! Jeff, Scott, Monica, and staff are very accommodating to our banking needs. They go above and beyond to help with our personal and business banking.
5 /5

Murphy-Wall State Bank and Trust Company - Pinckneyville

Rhonda Radford Today I contacted the Elkville branch of Murphy-Wall inquiring about needed tax information. Dalton transferred me to Roxanne who in less than 5 mins found information that was 2 years old. Thank you Dalton for transferring me to the Expert Roxanne you all know what you are doing and I would defiantly recommend this bank to anyone!!! Thank you, Dalton and Roxanne! We have banked at the bank in Elkville for over 20 years and we continue for many more!!
5 /5

Arbor Financial Advisors, LLC - Chicago

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.
5 /5

MPPL Financial - Crystal Lake

Christine Casterton My husband and I started using MPPL/AXA shortly after we got married, approximately 25 years ago. In the beginning, they successfully set up our financial portfolio, insurance, 529s, and other financial tools/advice needed to successfully meet our long-term goals. They took the time to understand our situation, including must haves and stretch goals. Educating us on the tools and products they offer was first and foremost prior to any investing began. Over time, we have worked very closely with our financial advisor through the ups and downs of the economic markets and the expected and unexpected changes in our lives. We now have two kids in college and one in high school and my husband has been retired for almost five years now and I will be retiring in four years. Without the expert advice and management of our financial portfolio by MPPL/AXA, Im sure that our financial timeline was accelerated to make all this happen. We could not be any happier with where we are in our life from a financial perspective which makes everything else we do that much easier.
5 /5

Bank of Pontiac - Pontiac

Peter Bilotto I just want to thank the staff at Bank of Pontiac for going above and beyond to help me fix my account especially Morgan. She is very courteous and nice and stayed in contact with me every step of way. I also want to the thank Rhonda from piper city branch as well she was also a great help. Thank you guys
5 /5