Synchrony Financial - (IL)

Bobby Newsome KAYLA is always and yesterday was so very helpful ensuring that my account was secure. Then she took time out of her day to research a home loan to see if we can save money and merge all of our accounts. We live in Texas and will never leave AOCU and KAYLA is a prime reason for our not transferring to a Texas CU. Thank You KAYLA.

Heather Simmons Love this bank, people are respectful and very helpful..

Debbie Best Ernas thoroughness is unsurpassed. She exhibits extraordinary concern for the financial well-being of her clients. It is a pleasure to engage with such a trusted advisor.

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

Rodney Schmidgall Wonderful!

Linda Tharp Jenni and Kelly are the best. Very easy to understand and work with.