I can't say enough about Jim. By day a financial advisor, by night a personal trainer! He has…read moremore compassion in his little finger than most small towns.

From the owner: Our Financial and Insurance Practice offers retirement income planning, financial planning,…read moreinvestments, legacy gifting, educational savings plans, life insurance, disability insurance, long term care insurance.

I have had a pleasant experience with every CNB in Lawrence! That being said-…read more I usually go to the branch inside Wal Mart. They know my name and are super friendly.. This time I wanted to take advantage of cashing in some change I saved up. Btw, this branch has a change machine...and I don't know all the specifics, but I am sure as long as you have an account there is no charge. I made it in about 30 minutes before closing time on a Saturday. There were two tellers working and a full drive-thru line and a couple customers ahead of me in the lobby. I had two separate transactions besides the change, and even with a little patience by me on waiting they were happy to help me. I haven't ever rated a bank experience, but the employees working today were both friendly and efficient.

Joel Kasten at Retirement Portfolios was wonderful and very easy to work with. I was unable to…read morereturn to work after short term disability and was cut off that day from all contact with the company I had worked at for over 29 years. I was provided with a phone number that led to an AI loop. I needed to transfer my 401K, set up payments from my pension and tax advice. In the middle of this process, my identity was stolen. Ryan was patient, knowledgeable, available, and extremely helpful. I am finally all set up after five months of issues to address. I can't say enough good things about this business and I highly recommend!

From the owner: Retirees are one of the highest and most unfairly taxed groups in America…read more That's why we focus on creating tax-efficient financial plans & portfolios; so our clients can enjoy more of their hard-earned dollars in retirement instead of needlessly giving them to Uncle Sam.

I received the text message below minus the website I called Truity CU. I LOOKED UP LOCAL BANK…read more As I do not have an account with them I wanted to make them aware. The was the young lady was nonchalant way she handled my phone call. Told me to block and delete the message.. had I been a customer I might have clicked on this text.. This bank did not want the number or website in the text

I'm doing research now to find a different financial institution. The downtick in my satisfaction…read morestarted a couple of years ago, about the time a service fee was initiated. A little later the easily-accessible branch was closed. We're eagerly awaiting the flashy space age improvements... My current issue is that in January, online vendors stopped accepting my debit card that expires in April. Truity suggested I give them my account and routing numbers but that is not easily done online, i.e., order forms want a credit or debit card number. When I pressed Truity, they agreed to send me a new card via 2-day mail. Three days later, the card still isn't here and, since Truity cancelled the old card number, I have no access to my funds. I am 70 years old, don't own a car, and have fallen ill in the meantime. I can't pay for prescriptions my doctor called in. Luckily, a friend was willing to give the pharmacy her credit card info but, still, I'm disappointed with Truity. They assure me the card will be here by the day after tomorrow, a Saturday. Until then, still no access to my money and if the card doesn't arrive on Saturday, I'm screwed until Monday.

Neala Burnett is well versed in and can handle taxes for several states! She really helped my…read morehusband and me out last year when we had California, Illinois and Kansas tax implications. She has given us good overall savings and planning advice too, on withholding and more, and, notably, and where she really earns the 5th star, on implications of buying a boat! She works out of an apartment setting. It is cozier than the average office. May not appeal to all, but I really like it! Also, her fees are super reasonable!

Got my returns done by Neala for 2014 after moving from Florida. Multiple state returns were too…read moremuch to handle. This year went back with what we thought would be another difficult one. Neala figured things up and was honest enough to tell us we could just file the easy form and we would get more back. She didn't even charge us for her time. I highly recommend her. Neala knows her stuff!

I have two college students currently residing and they have notified per lease every time they…read moreleft, but are now being told they should be submitting a work order when they leave (first time after 8 months). They have records that the students called and advised dates. So many issues, and still have unresolved issues from move in. They also are not repairing the issues timely. They want to say that the water damage from the broken pipe upstairs was due to an incorrectly set thermostat, but the thermostat was wired incorrectly and their maintenance technician had to call an electrician to walk them thru how to wire a thermostat while the tenants were in the room. Pictures below are from water damage, that has mildewed and has become hard.

During my time living in one of their properties, I had several maintenance requests many of which…read morewere only fixed after calling several times to the office. On moving out not only did I not get any of my security deposit back, but they attempted to charge me more than the original deposit, $50 for a bag of trash and money for a pre-existing damage to the property. Generally this is a company that abuses/takes advantage of younger clients, particularly college students, stay away if possible .

thank you for the fast attendance to all our maintenance requests! Sean came for our leaking…read morewashing machine and was super helpful. You always find great subcontractors!! And you gave us an excellent, speedy solution with a new machine!! Thank you so much! We love living in a Location property!!!

We have been Very Happy with Location Properties that has managed our property in Lawrence throught…read morethe years. Great communication with staff members, timely follow up with emails on repairs or maintenance issues. If you are in the market for a property managment company then give them a call!

I've tried for months to do something SO SIMPLE. I've just wanted to close a base bank account and…read moreeither the manager is NEVER in or is on lunch. Set a time to talk and I never received a reply. I've banked with them for over 3 years and I only got the bank account because it was free if I had their CREDIT CARD. So I got the cc and they changed their policy to if you have 1 specific credit card and for MONTHS now I have had no help at all with closing an account that is slowly stacking $12 and some change every month. DO BETTER.

NOT helpful at all. The clerks are great but the management are another matter. I made the…read moremistake of reporting a internet problem with a site that tried to charge me for something that I did not order and had to take care of it MYSELF. And now I am locked out of the banks internet site entirely with no recourse to ever get back on. I live 3 miles from a branch and am 71 years old and probably will not pass the next driving test. Called them asking for a mailed print out of transactions or email of same with no results. VERY UNHAPPY with them!!!!!!!!!!!!!!!!! And it seems that the lock out applies to my home internet (or computer) as well as I tried to log on with another valid name and password to my account, and their site still refuses to let me on (is this legal?). And yes I know what I am doing, I have a college education and have been using computers since the 70's. If my internet access to their site is not restored, I will no recourse but to file a complaint with state banking commission and change banks.