Rockford, IL Financial Services

Super easy and super fast Alondra was amazing

Theresa is awesome made everything really quick and simple!!!

A+ Staff.

Julie and Daniel handle loans with great professionalism.

Terrible just Terrible, before choosing chase look into consumer-affairs for all the wrong chase does to its clients. I opened a new account just to have it closed one we ... more

Harrison gave me outstanding service

Great place to help you with your financial future. Would recommend!

The Crew at Lothamer sure helped me by taking the stress out of dealing with the I.R.S

Great management team

Great management team

Craig Rice is very great at what he does and is very honest thanks to him he has fixed my credit and also a lot of my friends, and co-workers has helped people open up bu ... more

The person who filed my taxes was very friendly and patient with me also answered all of my questions I asked. Highly recommend them.

Was quick and easy

Lori really focuses on getting to know each and every one of her clients and truly wants the best for them! She always goes above and beyond. She puts the clients best in ... more

Outstanding service

I've been learning a ton of new things about investing. Scott , my financial advisor, is very informative and makes it easy to understand a language that I'm completely ... more

I've worked with Mike and his staff for about 15 years, and I couldn't be happier. Mike's always careful to make sure I'm comfortable with my investment choices, and I k ... more

Positive: Professionalism, Quality, Responsiveness, Value

No waiting and very easy to use.

Shay Darby is the best banker ever, always willing to go the extra mile! Ty Shay!

Known Jacob for a few years and have complete trust and confidence with him

Great customer service! Shout out to Rosa for helping me understand banking and being my go to notary. Thanks to everyone who has helped along the way

Stacie prepared my taxes and I am very well satisfied.

Great guy, very helpful.

03/29/2024. 11:45 pm...... Doors locked and no one will answer the phone. Even though it says they're open until midnight. There's no sign or posted reason why they ar ... more

With vast experience and knowledge of everything investment, John provides a professional, client-focused experience, no matter what form of investment youre looking for ... more

I am more than pleased with the professional service from day one.

I loved the experience working with Stephenie Williams she made me feel very welcome and she explained my tax details so well... She really did a good job

Try to find a loan elsewhere

The insurance agent I talked with she was awesome

She is

I've heard they've been doing it to a lot of minority businesses

Low cost tax solutions, not so much! Thought $400 in fees last year was a good reason dump TurboTax, Jackson Hewitt just charged $900 plus in fees because we 'have stocks ... more

Highly recommended. Fast and honest service. Definitely a lifesaver and dependable.. Great!!

Friendly and attentive staff

It works for what I use it for.

Worst bank ever, highly recommend against doing any kind of business with them!

Michelle has excellent technical knowledge along w a personal.touch that gives us confidence in our financial health. She and her team provide prompt communication and ar ... more

I have listened to Ryan do an extensive presentation on different financial investment strategies. He is extremely knowledgeable and will provide you advice that will be ... more

Stacy wade was so helpful and informative she helped me figure out my taxes i would defiantly reccomend shes so sweet and polite