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Wealth Management Associate - U.S. Bancorp Investments: Jessica Mateo - Glen Carbon (IL)

Address: 🏡 3601 IL-159, Glen Carbon, IL 62034, USA
Phone : +1 (618) 659-5460
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJjyyEUd_5dYgR8ACN7RNWq8w
#Illinois
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First Financial Bank - Bloomington

Neva Hudson All of the Ladies are always so nice and helpful.
5 /5

Eagle Ridge Wealth Advisors - Morton

Carolyn Tobin We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us. I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it! In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away. Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!
5 /5

Broadway Financial Services - Chicago

Paula Boynton If theres long stores inside of Illinois thats including Chicago because its a street in a city in the avenue is there because its needed same as school....
5 /5

Legend Financial Partners - Thompsonville

Mona Mona Trevier was a joy to work with on all projects. We had a goal set for what needed to be done and he surpassed that goal making me feel very comfortable. I look forward to working with him on other projects that may come up in my future.
5 /5

Constitution Bank - Hillsboro

Marlyn McCafferty Bank of Hillsboro has been my bank for over 50 years. I like the options of walk in or drive through. I am always greeted courteously by the staff. The staff has always fixed whatever problems I have had ( which have been very few) and were knowledgeable about whatever questions I have had. This has become the bank for my entire family!
5 /5

Edward Jones - Financial Advisor: Tom Noonan - Springfield

adam albanese Great guy to work with. Makes us a lot of great investments.
5 /5

NuMark Credit Union - Joliet

Elsa Campos Called to alert the CU of a large purchase I was about to make so that my card wouldn’t be blocked for fraud suspicious. Johari, call center rep, was very quick and courteous to help me and make a note on my account to make sure transaction was not declined. Transaction went through smoothly! Been with NuMark for over 22 years and still love their service.
5 /5