Keywords: Financial world finance il 61350

World Finance - Ottawa (IL)

Address: 🏡 2744 Columbus St #400, Ottawa, IL 61350, USA
Phone : +1 (815) 434-0382
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH8agc5pTCYgRpwnceWvCWLI
#Illinois

Symmetry Financial Advisors - Rockford

Sandy Parker We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.
5 /5

Safe Harbor Wealth Management - Jerseyville

Rita Stepp Patrick Hurley provides outstanding service to clients, responding quickly and professionally to requests.
5 /5

Casey State Bank - Robinson

Joe L I just wrote a review of the Marshall Branch of Casey State Bank, which I gave 2 stars. The issue I have with both branches is the employees are clearly undertrained, and with the Casey State Bank in general for their clear lack of concern for their customers. After issues with closing my Dads bank accounts and opening an estate account after he passed away 2 months ago. My brother and I did this at the Marshall Branch. I decided to close the account with Casey Bank and open a new estate account at Regions in Robinson. Since I was going to Regions in Robinson, I went to the Robinson Branch of Casey State Bank. I walked into the branch, stated my name, and said that I wanted to close my dads estate account. Just like at the Marshall Branch, no one at the branch knew what to do. The person helping me had to make 2 or 3 phone calls to get instructions on how to help me. After she cut the check, she simply handed me the check. Though I had my wallet sitting on the counter to show her my ID, I was never asked for one. This was a check in the amount of 5 digits. I was shocked that I was never asked for an ID. Anyone could have walked into that bank and stated they were me and wanted to close my dads estate account, and would have been given the check. I dont blame the teller, I blame the bank. If she had been properly trained, and not so distracted by learning how to close the account while doing it, she probably would have remembered to ask for my ID. I have no doubt that I could have made the same mistake if I had been in her shoes.
1 /5

Meredith Wealth Planning - Maryville

Michael Wallace Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!
5 /5