T. Allen & Associates - Sycamore (IL)

Jeff Hoogland Im grateful Jacob got me thinking about retirement planning when I otherwise wouldnt have, which is why Ive leaving 2 stars instead of 1. That being said his financial advice typically amounted to "give me as much money as you possibly can" without ever really helping us set clear goals. During the little less than a decade I had my money here it performed worse than it would have in a market wide ETF. This combined with Edward Jones higher than typical fee structure is why I ended up moving my money elsewhere.

Kenzie Have used this bank forever! Alyssa is always super helpful and has a smile on her face! She helps make the banking experience easy and fun!

tom boutilier Tom Edler is one of the nicest people you’ve I’ll ever meet! He takes your call and doesn’t have you sent straight to a voicemail. I’ve had a freak out moment with something that was destroyed.. next time we went into Tom’s office he had a replacement for me. I knew from then on he will insure us until we well.. don’t need insurance at all…. Well if heaven has insurance must be expensive… but I’m sure Tom will get them insured! Can’t say enough love you guys your office alway feels like home as well as talking on the phone it’s like calling that one family member you should call more but never do.. we’ll make it up here!! 1. Quick response 2. Level of care and compassion 3. They are real people not recorded bots. 4. Voicemails are ALWAYS RETURNED!! 5. Cool country coozies .-)

Wayne Bartholomew Easy to work with, competent, and friendly. I plan to use them again next year!

Terry and Ruth McIntosh Jim gave us excellent advice for retirement and relocation. Very thorough and explained things well. We would not hesitate to consult him again when needed.