Find the Best 18 Finance services in Bloomington, IL (Part 2)

Marilyn Habecker Jeff and Lorri are so kind and patient. They are a tremendous help to me since my husband died in June 2024. Managing finances was his job and now I am learning with excellent teachers.

Kenny Lee Brad does an amazing job of explaining all of your options for investing for retirement and how best to prepare for it!

Kaitlyn Gorman Working with Scott has been a great experience. The guidance and support we’ve received has been fantastic. Scott’s always taken the time to understand our goals, answered all of our questions, and help us through our financial journey. The personal and thoughtful approach he takes is why we’d recommend Scott and his team at RWM to anyone!

Emily Williams Connie was very helpful and quick on getting me a loan. She answered all my questions and concerns and was definitely there to help me!

Sharkie48 I became representative payee for a friend who used to have to go through KTB. Even explaining the situation to Social security, at the office, the woman stated, you have to understand all these people have mental problems and arent easy to deal with and do not know what is going on. Exactly what was said, so very sad!! I didnt even know how to respond honestly, I never expected to hear that at all!! I watched his stuff closely, there was a time he didnt make enough funds to pay the KTB fee, which it was waived. Around 8 months later he started receiving SSDI from his fathers retirement, the fees that were waived were all taken out in 1 day after they were supposedly waived. It showed clothing, shoes, etc, we could see it because of a bank error that he was able to see the payee account for a day or 2 and then it disappeared again. Why would it not say KTB fee?? And when waived, they can take it out 8 months later, 5 transactions in 1 day? Apparently this is ok to Social security because they believe no one that is a client knows what is going on! When it was first reported to Social security, he was told if he went through with a complaint that he wouldnt get paid for several months while they were investigating, just to scare him into not going through with it. Well, I became his payee awhile later and was pretty much ignored and no investigation happened. Someone needs to help these people! He has several emails asking why the fees were taken out, no response to any of them!! If he asked another question in the same email, it was addressed but the part regarding the waived fees was not addressed. I just feel really bad for all of these reviews because I saw first hand and they are correct but no one wants to help. He was even threatened to not be a client because he didnt trust and his behavior was unacceptable, I have 100% transparency with his money and have zero issues at all. People just want to be included and have transparency of THEIR money and sadly it doesnt happen. Even the rule book for being a payee states, you may not like or agree what the client wants the money for but ultimately it is their money. As long as the bills and necessities are paid, but since he can see everything and feels like hes a part of and not a child asking for allowance it has taken away any issues. Thats all people want, it doesnt matter if they have mental health issues, include them, everyone deserves that!! Kim did work with us when I took over so he didnt have to wait for what he had saved to go back to social security then to him which she said could take 6 months, she just paid it on bills and everything evened up, that was appreciated but alot of things didnt add up during his time as a client.

Andi McNally Michael aided in increased communication, crushing barriers so that expedience in claim resolution was accomplished. So helpful to work with someone who will do what they can to make sure insured get what they need by connecting others so that they are able to do their jobs most effectively. Thanks Michael and team.

Julie Payne Ryan 0’Connell of Blooming Tree Wealth Management has been my financial advisor for over 20 years and he has guided me very well during some of the worst and best of times in the market. I recently retired and felt well prepared financially for this next stage of life. I am living the dream and feel so grateful for Ryan’s direction. He is very insightful, knowledgeable and always accessible. If you need financial planning or advice, Blooming Tree Wealth Management is a great resource.

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

Dave Castro I called in for assistance and Michelle answered. My adviser is not from this location, but she was so helpful and called me back multiple times. She was extremely helpful and was a great listener. Thank you again Michelle, true customer service.

Justin Bowling Matt is very knowledgeable about the insurance products offered by Country Financial and discusses the pros and cons of each depending on the needs of the customer. He is quick to return a phone call or email when I have a question about my policy or claim. He is also willing to find the answer to those questions if he doesnt already know the answer.

Pamala Farnham I feel totally safe with taking Brad Metzs financial advise. He has done well with us and protected our retirement

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