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

Justin Welty Its a bank

Brittani Bucco Great company, easy to deal with make payments and process always goes very smooth. Chad is always very friendly and great customer service. From the rest of the staff!

Garside Steve I highly recommend Waterside. Been extremely satisfied with their service and attention to detail. A pleasure to work with. Great folks.

Dave Scott I would give them 10 stars, if possible! I had been banking with another local credit union for 32 years. Yesterday, I went to that credit union to get a motorcycle loan. After meeting with them, i decided to shop around, and Im very glad I did. I met with Chris Cox at the Pontiac SOCU branch and not only did she beat my credit unions rate on the loan by a mile, she also signed me up for the SOCU Visa and did a very low interest balance transfer on two of my current cards, increased my credit limit and lowered my interest rate. Then, she showed me how they could lower my interest rate on my mortgage and save me thousands of dollars. She also told me they do not sell their mortgages to third party mortgage brokers so your money stays local. That was great to hear! She did all of this in about one hour. Everyone there was very friendly, smiling and laughing. The whole time I was there, it felt more like a family reunion then a bank appointment! My former credit union has felt very sterile and robotic. My time spent at SOCU was a great experience.They just won over a new customer! I would highly recommend you at least consider SOCU for any of your personal banking needs. Great Job Chris! Nice to meet you!

Daniel Makarewicz Peggy is incredibly competent and diligent. I really appreciate her effort. She communicates. She is organized. She is awesome.

Richard Roberts Great customer service. Really helpful.

anthony Galizia Kathleen is very knowledgeable when it comes to both your personal finance and your business finance. She helped me learn how to invest in my business. If you need any financial assistance, call Beyond Wealth Management!

Rollie Mileham Working with Tiffany has been a very pleasant experience. She is not only kind and professional, she has been there for us through every situation that has risen. We thought buying a house from out of state would be difficult but she made it so much easier. The financial help she gave us was beyond exceptional. We would highly recommend her to anyone seeking to buy and finance a new property.