Never have to worry about your financial consultant being honest and doing things with your best…read moreinterest at Heart.I know that Gary is required by law to do things in your best interest but also his character is beyond reproach and I am so happy to have my money with Schwab because Schwab is so economical -and with Gary helping me manage it. highly recommended so you can sleep at night

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Very professional team. Informative, patient with great communication! Wonderful presentation with…read morevaluable information!

From the owner: 210 Financial Plannerread more

I have engaged the McBeath Financial Group to handle my Federal/State tax returns for the last 3…read moreyears. My accountant, Jeoff, has been personable and highly professional in accurately calculating my returns. He has gone out of his way to ensure all required documents were accounted and approved to meet the filing deadline. I am completely satisfied with all aspects of this institution, the treating of their customers and the additional follow ups they initiate. I look forward to being a long time customer.

I was first introduced to Krista and her business with an offer for tax preparation services…read more Since then she's provided other financial advice and assisted me as I prepared for and entered retirement. She has definitely earned my trust and I continue to rely on her excellent advice in the management of my portfolio.

I was referred to Terri Wetzel by my sister based on her positive experience. I, myself, have met…read morewith Terri on multiple occasions over the past few years regarding my finances. The advice and knowledge I've collected over the years has helped me to make informed decisions when mapping out the best way to distribute my money. As my finances have recently changed, I've regrouped with Terri to better understand options with my retirement fund. She speaks in terms that are easy to understand and explains the pros and cons to different options. After not speaking in over a year, she remembered everything from our previous meetings. She either takes some stellar notes and studies before meetings, or she really is as personable and interested in her clients as she appears. I haven't worked with anyone else at Chesser, so I can only speak from my experience with Terri. I couldn't recommend her highly enough.

Hiatt Enterprises is by far the best financial advisement company in the Pontiac Community as well…read moreas the Livingston County Area. Richard Hiatt owner of Hiatt Enterprises as well as the President of the Illinois Society of Financial Farm Managers and Rural Appraisers. Richard Hiatt has been offering financial services in the community of Pontiac for close to 30 years. He is a great individual, great businessman and we are proud to have him as a small business leader in the Pontiac Community.

From the owner: Hiatt Farmland Services is the trusted, independent land services provider in Illinois and Indiana…read more With 40+ years of experience, we deliver the best in complete farm management services, consulting and real estate brokerage. Well-respected for our integrity, we have a deep knowledge of every aspect of the land business and a passion for helping clients reach their goals. As an independent land management company, Hiatt Farmland Services offers local control, no red tape, hands-on service, and plans that are customized for each client's success.

I have been a client of Derrick Stevens for a couple of years as a financial advisor. He is…read morebrilliant and exceptional as a financial advisor and planner, but what sets Derrick apart are his honesty and compassion towards the client. He truly cares about his clients and preparing them for the future. I highly recommend.

My partner (Lynne Maher & I both continue to be CEFCU customers. CEFCU did EVENTUALLY take care of…read morethe credit card balance. However, not before sending a letter stating the payment was $10 past due & further privileges to use the account & late fees would accumulate if past due amount wasn't paid. Then loan was taken care of. Sent another statement showing close to $4 still due. Had to call to ask. Said it showed $0 balance. Asked for letter to be sent about credit card being paid off & improperly charged weekly $50 amounts after being turned in & CEFCU not shutting card off. NEVER WAS SENT LETTER. ALSO,have had problems with payment of consolidation loan monthly payments by Lynne. In at least one instance teller failed to deposit into checking so it'd be available for automatic transfer. In the end her automatic transfer has now been terminated by CEFCU. Both of us have accounts at another local community bank. That bank is much easier to work with & gets to know it's customers. I now have my automatic deposit going there...not CEFCU.

Please, Please, Please, if you want to avoid a headache DON'T bank with this Credit Union (at least…read moreif you don't have a branch near you). First of all, my husband and I have been with this bank since 2012. It has been a while since I started noticing that this Credit Union slowly has been controlling how much money you can take out of your bank account daily ($1,000 maximum). I called them to raise that amount and I was told that they could not help me. I am sure that rich people don't have that limit like we regular people have. Not to mention, you can only take max of $300 at a time! Something else, I received a check for $1,680 from a Title Company. I deposited April 14th, today is the 18th and still not one penny available. I called CEFCU, got a rude representative and I was told that it won't be available until the 20th. Well, as we know the 20th is on Sunday so my guess is that I will probably have the money available Monday the 21st (Thank God we don't need the money right now) My husband and I haven't changed this bank because we are moving to FL and are planning to use another credit union over there who has very good reputation and care for their members. FYI, the deposit was made at an affiliated Credit Union and when I went to ask why the money wasn't available, they told me it was processed the same day but it was being held by CEFCU. In the past it used to be that if you deposit over $1,000 at least $1,000 was available right away, obviously that has been gone too!