Stifel - Waterloo (IL)

Clifton Schnarr I needed some information regarding an Ameriprise account. I was not even a client of Martin & Associates. Robert and all the staff were extremely helpful and courteous to me. I can only say if they treated a stranger so well, and with such professionalism, I am confident that they treat their clients needs just as well. They were truly concerned about meeting my needs. I can highly recommend Cindy and Robert and all the staff at Martin & Associates for any financial advice you might need.

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.

melissa renfrow Super quick, and you dont have to sign every single document either since its all done by e-sign so its done after a few clicks of a button. Amber there is the absolute best she gets you the best she can with very small payments compared to the other guys.

Nathan Reynolds He has been my advisor for 15 years. He is constantly keeping me up to date with my account and always has my family in his best interest.

Madi Paige I have been banking with Fortress for just over a year and they have been so great! They truly have the customers best interest at heart. Wonderful customer service!

HAMMETT LILLY I have worked with Eric for more than 20 years, if I had a problem with ERIC, I would have found some else. Eric is 5 Star for me! Thank you for your guidance.