Stifel - Rockford (IL)

Jenny Lawrence Banked with them from baby till present

Stephen Pollack Over the last week Ive dealt with several members of the Farmers State team to get my government PPP loan processed. I have had nothing but superlative experiences at each interaction. I have been handled professionally, with kindness and respect, and expeditiously...and my loan was completed, with much needed funds dispensed, in less than a week. Recommend these guys wholeheartedly!!!

Melissa Brown Just opened a COD - went to open a savings account with a cashiers check with a large amount of money that I wasn’t comfortable keeping with me. I politely Asked if I could please open it so I didn’t have to carry a large amount of money - but because they were closing in 20 minutes and they needed a half an hour to open the savings account they wouldn’t do it for me. I totally understand policy but when you have a new customer try to have a little bit better customer service and try to assist them. I will definitely take my money somewhere else.

Chasika Tate You don’t have to go to big city to get the best ! Can’t say enough great things about these guys .

Elizabeth Collins Paula Kocher assisted me with completing my home loan. She was amazing the entire process and made it so easy and did all this while I lived out of state! She is kind and thoughtful and went above and beyond by collaborating with her peers to come up with a list of potential contractors to complete some work I need done. I am so grateful for her professionalism and generosity of spirit!

Lindsay Moye Lori really focuses on getting to know each and every one of her clients and truly wants the best for them! She always goes above and beyond. She puts the clients best interest first which is so very important. I could not recommend her enough!

Andy OConnor Always a terrific experience working with John. He is honest, responsive, and he’ll help you grow your money to meet your financial goals. You’re in great hands with Providence Wealth Management!

Investor Mentality McNeill Brandon!! You ladies and gentlemen are about to close!! Im mailing one of my voting slips in now!! I am going to watch a little bit more of you guys YouTube Channel to understand it more... Though I feel they are not the only channel I feel their are more unsure!!!

Jack Wheeler Great office, good people and helpful staff.

Rich Murphy My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!