Steve Weers; CPA, CFP - Peoria (IL)

Mitchell Nolan I’ve had the pleasure of working with Kassie through my financial advisor’s office, and she has been absolutely fantastic. She’s always prompt, professional, and incredibly helpful—whether it’s answering questions, handling paperwork, or simply making sure everything runs smoothly. Her attention to detail and friendly attitude make a big difference. It’s clear she cares about the clients and takes pride in her work. Thanks, Kassie, for making the process so much easier and more pleasant!

T “Tee” Just started with the company so far they are keeping me Moving. Simple and easy Long as you can follow simple instructions and deliver on time and pick up on time and keep a positive Attitude and mindset all well. The company is family owned and everyone that I have met has been pleasant and very supportive including the owner Joe. So another thing that I have noticed is that the people have longevity with the company they’ve been with the company for years 20 years 15 years and 5 years That speaks volumes about the company itself if people were not happy they would not stay that long so so far I feel like I came home to a good thing and they have flexible work schedules as well.

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.

Jaclyn Hattermann Highly recommend Terry and his administrative assistant, Jessy! Jessy is timely with emails and communicates very well! Terry is extremely knowledgeable and helps make important financial decisions, and cares about his clients.

Barbara Seggelke The agent is so knowledgeable and does such a great job guiding the client through the ins and outs of insurance purchase. Highly recommend.

Jay Couldnt have been more helpful.