Wall Street Financial Group, Inc. - John A. Zeidler, CFP®, CPA, CEPA - Edwardsville (IL)

Kelley Courtney Friendly

Joe L My brother and I opened an estate account for our Dad after he passed away 2 months ago. He banked at Casey State Bank (see my reviews for the Marshall and Robinson Branches for more details.) After continued issues with Casey State Bank I told my brother that I wanted to close the Casey Bank account and open it at Regions Bank. I have banked with Regions for 20+ years and have always been very pleased with the service, not just in Robinson, but at various other branches in Indiana. I called Regions in Robinson before closing the Casey Bank account, and I spoke with Trent (I think I have his name right). I told him what I wanted to do, and wanted to make sure that I was remembering everything I needed to bring. He told me what I needed and for my brother and I to come in and we could get everything taken care of. I told him that my brother lived in a different state. He asked me what state, and I told him. He said that in that state there would be several branches very near him, regardless of where he lived in the state. He stated we could do my end of the paperwork in Robinson, then find out which branch my brother wanted to go to, and he would send the paperwork to them, and they could take care of his end of things. After closing the Casey account I went into Regions and asked for Trent. Trent was very helpful, knowledgeable, and professional. I told him the branch my brother wanted to go to. He told me that he would send it to a specific person at that branch and tell my brother to ask for him. The entire process was a breeze on my end. At the time of writing this my brother has not yet had the chance to go to the bank near him. I already have access to the account, this is just so that he can have access to the account as well since we are co-executors of Dads estate. I got a message today stating the checks were shipped yesterday.

craig leach I got rear-ended on the interstate which totaled my fusion and before I got home from the incident Haiden had already got me a rental set up and the claim process started. Their team took care everything minus a few signatures and questions on my end. I got more than a fair price on the value of my vehicle. When we got a new vehicle Haiden was actually out of the office on vacation with his family and he still took time from that to update our policy to get the vehicle on it. I cant recommend him as an agent enough.

Gayla Walker We recommend using RP Zeigler Investment Services, Inc. for your retirement /investment needs. We are extremely happy with the level of service, knowledge, respect that Rockie has shown us. He is the type of investor relationship we have been searching for, trustworthy and someone to help us meet our goals without all the big company fees. We feel very secure going forward with Rockies plans and investment ideas he has presented to us. Very professional and listens to us and we look forward to working with him for many years to come.

Rondi P Ive been banking with DuPage Credit Union since 2016, and the Wheaton branch consistently delivers a positive and proactive environment. Management leads by example—Sydney and Tanya emphasize proactive engagement with their staff, which translates into warm, attentive service for customers. You feel welcomed, at ease, and truly valued—like part of the family. My number one go-to staff member is Brad. He exemplifies exceptional expertise and professionalism. Whenever I’ve had an issue, Brad resolves it swiftly and diplomatically, always ensuring a smooth and reassuring experience. His knowledge and dedication are truly impressive. I highly recommend the Wheaton branch of DuPage Credit Union for all your banking needs. The team here goes above and beyond to make every visit a positive one.

Evey P Everyone is very helpful and listen to my needs. It was super easy to set up my payments. I appreciate Cody for getting me a loan for house repairs!