Strive Wealth Management - Ameriprise Financial Services, LLC - Monticello (IL)

brittny92 Working with Todd was super easy and fast! He was very easy to talk to, was thorough in explaining the plan (we had to get Wedding insurance), and was super friendly! He got back to us in a timely manner when we reached out to him, and was quick to answer any questions we had. Would absolutely recommend him and his business for any event insurance you need, and we will definitely use it again if needed in the future!

Phil Jaynes Tim has formed a fantastic and caring team that has helped me plan for the future of my young and growing family. Theyre attentive to our needs and have done an excellent job helping make our long term goals a solid reality.

Gary Washburn First Neighbor Bank really helped my wife and I when we really needed it. Got the mortgage able to pay it off. A very big thank you. Its the way system supposed to work.

Darcey Trotter Tony is very patient and knowledgeable. As a single woman nearing retirement age, he puts me at ease and explains things in a way I can understand. I appreciate his honesty and genuine concern for his clients.

lamont mommer I financed my new house with Compeer. They did not have secure email, in the process of financing Compeer lost my personal and financial data which was on a USB drive. They have no regard for data security and have not improved their application process. Beware of doing business with Compeer Financial for risk of identity theft.

Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes. Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips. After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums. He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives. Vince

Ninos Date This bank treats your money like its theirs. Sometimes my husband and I need to make larger purchases on our debit cards and weve been denied most every time. The bank says we have to sign a release in order for them to release our own funds even though my husband and I have signed countless releases to give us no spending limits on our cards. It appears that every time you want to make a larger purchase, you have to go to the bank, sign a form, and cross your fingers that they will release your own money. There are some nice people working there but...if you cant get your money when you want it you might as well keep it under your mattress.

Randy Wheeler Some of the nicest people you can meet. Very helpful.