Find the Best 15 Finance services in Belleville, IL

Richard Ortiz Mike really takes care of his clients because he takes an interest in them as friends and fellow business owners. He takes the time to get to know you and your personal and professional financial situation to best serve you.

Alexandra Buisson I’ve been working with Christina for many years, and up until this year, she has been truly wonderful. When she expanded her business, I was thrilled to see her thriving and continued to trust her with our taxes. Unfortunately, something changed this year, and I’m really sad to be writing this. Our scheduled Zoom meeting in late March was canceled the day of due to major software issues on their end. While we completely understood and were flexible (we agreed to proceed with a pre-recorded option instead to give her more time) that ended up being the last time we heard from Christina or her team. From that point on, we received no responses to our emails, even when we kindly asked whether we should look elsewhere for help filing this year. Phone calls went straight to voicemail, and their client portal mentioned the messaging system was down. We gave it ample time, hoping for an update, but it never came. In the end, we had to file our taxes ourselves at the last minute, still with no word from Christina. After so many years of great service, we’re extremely disappointed in how things were handled this time. The complete lack of communication was unprofessional and left us in a really difficult position. Sadly, we’ll be looking for a new CPA moving forward.

Brandon Nitz I cannot say enough how happy I am that I switched to the Bank of Belleville. We were at our original bank for 26 years, after a buyout things changed and we lost that hometown customer service. Bank of Belleville has turned that around for me and my business. Josh and Ron were fantastic getting everything transferred, JoAnn was wonderful in refinancing my home, and the weekly calls to confirm business debits are a touch you just dont get anywhere else. Last, but certainly not least, the Bank of Belleville team was instrumental in helping us apply and receive of PPP loan in such an uncertain time. The late night and weekend calls/emails to get everything appropriately processed are a small insight to what you get at a hometown bank like this. Thank you, Bank of Belleville! We are so pleased to be with you all.

Marcella Vamboi Dormeshia exceeded all my expectations! I was particularly impressed with the urgency of when she did my taxes and she was willing to stay beyond the time of her business hours to get her clients done. She was incredibly helpful and went above and beyond to ensure I had a positive experience. I highly recommend One Tax Guru Financial Services to anyone looking for reliable, high-quality service. I will definitely be returning for future needs. I even make sure my fiancè and mother comes every year and they love her as well. -Marcella

Val Periandri Very good people and service. Been going there for many years.

Sarah Gither Toby Trapp had been doing my taxes for years. He always answers my questions, doesnt make me feel stupid, and gets everything done quick and professionally. I have been going to him for over 10 years now.

r elaine gossett Excellent service as always!

Sonny Salah Adam is the best! He’s the most helpful, and honest, person that I’ve ever worked with. He makes the stress of insurance, so much easier and makes everything easy and smooth. He will always go above and beyond for his clients

Sandy DeMond Dave has such a genuine and caring approach to relationship business. He was extremely knowledgeable with investing, financial planning & retirement. So glad to have him in my corner for my retirement planning! Highly recommended!

Rose Connors Ive been fortunate to have Paul Vollmer preparing my taxes for the past ten years. He has taken the stress of tax filing off of my shoulders and I have never had any issue with any of my returns. Staff is courteous and efficient. They will go out of their way to help you.

Bridget baker The staff at CCU were very helpful to me. They worked quickly to get the information I needed on my acvount.

Holly Norton Be VERY Careful when using Mike. He has something to hide. I asked for copies of Edward Jones statements for an account that I am beneficiary of and he refuses to send them, saying I have to contact the Trustee. I asked him to get permission from Trustee to send them to me and he refuses. My concern with Mike is what is he hiding? Last I knew the account had 60K in it. His secretary tells me theres 12K left in the account. Why wont Mike send me the Statements so I can see what was withdrawn from Edward Jones and where it went? Why does he care if I see the statements or not, I have a right to the money my mom left me

Justin Harris Great and friendly staff. They move very quick and efficiently. I’d recommend this place to more people that are interested.

Michelle Wiggins They always give me rolls of quarters to do my laundry.

Marc Wright Stacy and her staff are fantastic. I’ve been going for years. They are Very thorough, friendly, helpful and quick. I would recommend them to anyone.