Walters & Martin Tax Preparation - Princeton (IL)

Rich Read My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

Garrett Finch Edit; Dropped rating from 5 to 3 stars. Ive gone in multiple times to get credit statements, once I was charged, a couple times I was not. Their online banking website barely works half the time for me. Problems I never experience when it was Soy Capital. Another edit 02/04/23; I have since removed my funds and transferred to Staley Credit Union. I had applied here for an auto loan of less than $30k, and despite my 7 year history with Soy/First Mid, excellent credit score for my age, and ZERO missed credit card payments for the entirety of having my credit card, I was declined. Loyalty doesnt seem to mean anything to them. Went to SCU and walked out within an hour with a check for my truck.

Erik Garrett Good people.

Suresh Gupta The Bank staff is very polite and helpful. Karli Knox helped me to setup my accounts after deep discussion on my financial need. I am happy customer with US bank now.

Jaclyn Hattermann Highly recommend Terry and his administrative assistant, Jessy! Jessy is timely with emails and communicates very well! Terry is extremely knowledgeable and helps make important financial decisions, and cares about his clients.

Angel Adams They help people when theyre low on food when they need it.

JAWS wagnon Great local bank and very understanding employees