The Tree Brook Group - Morgan Stanley - Geneva (IL)

Chris Plemmons I called Ty because my insurance rates kept going up. I liked dealing with State Farm but after I talked to Ty, I realized he was more upfront and more personal with me than any insurance company I’ve had before. They helped me drop my rate AND kept the same coverage I had before. Dropped it by nearly $100! Don’t hesitate to reach out to them and see what deals they can work for you.

GARY KNUTSON I had a great meeting with Mike today we discussed several things and had a meaningful discussion about options and he made several recommendations for consideration, I appreciated his willingness to give me the extra time to explain things in detail and I didn’t feel pressured into making a decision, overall it was a great experience.

Roger Fox Stephanie who did my taxes was very professional and fun to work with. Very pleased with service.

Stacie Nance Ive been with this branch since they were alpine and never had any issues! Bout 2015ish

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

angela Cansino-Vaughn I cant say enough great things about Michelle! She went above and beyond throughout my entire home-buying process. She was there every step of the way, ensuring I understood everything and always taking the time to explain things clearly. Unfortunately, the realty company I chose failed to address or explain many important details, but Michelle stepped in and provided the knowledge and guidance I needed—even when it wasn’t her job to do so. Her dedication, professionalism, and genuine care for her clients truly set her apart. I highly recommend Michelle to anyone looking for a loan officer who will go the extra mile!

Cindy Phillips We recently worked with Jenna Alderks for our health insurance needs after my husband and I retired. She was absolutely great to work with. Jenna laid out our options, explained the coverages and provided direction into which plan would work best for us. We have and will continue to recommended her services to others. Thank you Jenna for all you do for your customers!