Wells Fargo Advisors Financial Network - Mt Vernon (IL)

Michelle Mcdonald Melissa is sp helpful. She helped us with getting life insurance, and was able to help my husband get life insurance because he has diabetes we got a rate we wre comfortable with. Thanks Melissa

Lesly Perez Monica was great in explaining in full detail our process.

Alexandra Halterman Extremely knowledgeable and helpful. We are very grateful for his services as our Financial Advisor.

Brooke Scott Maria was amazing with helping me set up accounts for my children. She’s very knowledgeable when it comes to her job and the business of banking, I love how she gave my son a short financial literacy course in such a short period of time! She was on point and I plan on traveling to meet with her in the near future! Definitely a great branch worth the trip from Zion! Great customer service and very patient schedule with Maria Henriquez!

Jason Schluenz Josh has been very responsive to my questions and works well with short time frames when I need a bond or insurance certificate for my business. He is a good listener and takes the approach of asking questions in order to find out what will best suit your future personal and business insurance, financial planning and retirement needs. I recommend Josh to everyone I know.

Molly Blew He made it simple to save on our insurance. We gave him our info and current rates and he either matched or beat them all. He is such a great guy that Id pay higher rates just to deal with him, luckily he saved us hundreds and got us better coverage. Give him a call and let him see how much he can save you!

Bobbo Cudones John does a wonderful job of understanding what my needs are and meeting them with the appropriate amount of insurance.

Erin Riordan I have had an extremely positive and valuable experience working with Chicago Partners. My financial advisors and planners are not only highly knowledgeable but also genuinely care about my individual well-being, making them a pleasure to work with. The team encourages me to ask any and all clarifying questions regarding my personal finances, budgeting, and investing. They ensure that I have a comprehensive understanding of the process, which alleviates any feelings of uncertainty or confusion. Additionally, Chicago Partners offers monthly webinars tailored for young investors that cover the basics of investing. This is an invaluable opportunity that is rare in the industry. The client services provided by Chicago Partners are exceptional; they foster a sense of community that feels more like family than a mere exchange of services. Since partnering with Chicago Partners, I feel confident and satisfied with my financial health and well-being. I have complete trust that my investments are in good hands. I would wholeheartedly recommend this company to anyone seeking financial planning services.