Stifel - Waterloo (IL)

Michael Koulos Lisa and Mark Bova have been incredibly helpful to my family. They pay careful attention to detail and communicate ideas effectively. Not only are they creative, but they are tireless workers as well. (I get tired just watching them). Words alone cannot do justice to their professionalism and integrity.

Timothy Mansour Jim has helped me on several complicated tax matters. Hes knowledgeable and balanced and his input is always appreciated and respected. Thank you, Jim!

Delyce Turner I had a very pleasant experience meeting Carla. Shes a very personable and knowledgeable person. She puts you right at ease. She takes time to get to know you. I like her vision and ideas. I feel I have a great future with Carla.

Cristobal Roman I had a fantastic experience with Dain Conway ! The entire team was incredibly knowledgeable, professional, and efficient. They took the time to understand my situation, explained everything clearly, and made the entire process stress-free. I truly felt like I was in good hands. If youre looking for expert advice and outstanding service, I highly recommend them.

Jerrame Stout Do not give these people your money! It took a lawyer to get our money back. Awful Banks will rip you off.

Jay Cody Super friendly, helping my wife for her first time building her credit score, got her into as co-signer for me

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.