Rockford, IL Financial Consultant

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

Positive: Professionalism, Quality, Responsiveness, Value

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

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

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

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

Very poor company .... They don't respond to calls ,text, or emails... I left a review before the young man touched bases with me then to see if I would remove my review ... more

The best financial service

They have helped my investment account grow to now 1.3 Million I’m very satisfied

Brian is extremely knowledgeable about the financial possibilities in planning for retirement . Made me feel hopeful for the future.

Don't ever bank here!! They will just take your whole paycheck if u owe anything. This company is trash! Don't bank here!

Still good service.  Just want to mention that the address in Rockford IL has changed.  The address is now:6958 SPRING CREEK RDROCKFORD, IL 61114

These are the nicest people I've ever dealt with they're personable they take time to take your call

Kurt is a great advisor.

Great Bank, everyone there is Kind, Courteous, and Helpful. They even remember you by Name

This Bank and ATM is permanently closed..just an update for everyone.

I have been working with Kate for almost half my life now; no matter what financial life stage I am in, she is able to answer my many financial questions with professiona ... more

Will not give clients a copy of their return even if they pay.

Great adviser! Top of the line!

Mark has always been extremely friendly, knowledgeable, and helpful when I've needed help with my finances. His customer service is top notch and his employees have alway ... more

Times have changed. BMO Harris is no longer a bank one can trust.

The management team is easy to work with and very passionate in patient care and related providers in the field of healthcare.

Jake and his team have been awesome to work with. Owner of a chiropractic clinic it is nice to have this team. Just pick up the phone or send email and get quick response

The drive through is so slow... I was the only car... Either the staff is sneaking fkin naps in or this place is wildly understaffed