Jim McSheehy - COUNTRY Financial Representative - Swansea (IL)

Bridget baker The staff at CCU were very helpful to me. They worked quickly to get the information I needed on my acvount.

Jeff Toenjes My wife and I have been investing with Jon and Steve for years. They have taken our small portfolio and turned it into one that we are going to retire comfortably on in the near future. They are always there when you need to contact them by phone, email or text. I highly recommend them for your investment needs.

r elaine gossett Excellent service as always!

Scott Tyler ,x 2

Isaac Syler Financial Engines will help ya out with any of your finances from debts to investing in your future. Just come on it or give them a call to talk to them and see what they can do for you. Youll never know whats possible till you do.

Georgia Damalas Snodgrass Mike and his team always go above and beyond! We feel very grateful to have someone so knowledgeable oversee our investments and ensure we are ALWAYS on the right track regardless of what is going on in the world. Its comforting to have one less thing to worry about on the daily!

Alexandra Buisson I’ve been working with Christina for many years, and up until this year, she has been truly wonderful. When she expanded her business, I was thrilled to see her thriving and continued to trust her with our taxes. Unfortunately, something changed this year, and I’m really sad to be writing this. Our scheduled Zoom meeting in late March was canceled the day of due to major software issues on their end. While we completely understood and were flexible (we agreed to proceed with a pre-recorded option instead to give her more time) that ended up being the last time we heard from Christina or her team. From that point on, we received no responses to our emails, even when we kindly asked whether we should look elsewhere for help filing this year. Phone calls went straight to voicemail, and their client portal mentioned the messaging system was down. We gave it ample time, hoping for an update, but it never came. In the end, we had to file our taxes ourselves at the last minute, still with no word from Christina. After so many years of great service, we’re extremely disappointed in how things were handled this time. The complete lack of communication was unprofessional and left us in a really difficult position. Sadly, we’ll be looking for a new CPA moving forward.