Keywords: establishment,finance,insurance_agency,point_of_interest

Ward Financial Services - Jerseyville (IL)

Address: 🏡 112 S State St # 1, Jerseyville, IL 62052
Phone : +1 (618) 498-9855
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJs4sbyuQS34cRm1_zu6x6d44

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    Max Piston: Awful experience over the past few years. I dont know what happened in the last few years but what was once a decent company has turned in to complete garbage. They forgot multiple forms on two different years returns. They dont want to stand behind their work, instead requesting more money to fix what they did wrong. Forgot to scan in a W2 once during processing, which then led to a lot of back and forth issues... no quality check in place before submission at all! NEVER had an issue with returns but all of a sudden two years returns back to back had IRS or state issues due to their mistakes. Also, why on earth do they charge about 3 times as much as anyone else? They promote a quality guarantee, the only thing guaranteed by going here is a messed up return and poor attitudes all around.
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    Michael Denny: I recently started working with Scott and I couldn’t be more pleased with the experience so far. From our first meeting, Scott took the time to really understand my financial goals, risk tolerance, and long-term plans. What I really appreciate is he continues to take a keen interest in ensuring I understand the complex financial concepts in a way that’s easy to understand, and I never feel rushed or pressured. He lays it all out for me to see without trying to push me in a direction im not comfortable with. Scott has already helped me organize my finances more effectively, create a solid investment plan, and start thinking more strategically about my future. Im starting a little late in life and I feel much more confident about my financial direction thanks to his guidance. I really think he has a genuine care for my financial future both in the short run and long term. If youre looking for a knowledgeable, approachable, and trustworthy financial advisor, I highly recommend giving Scott a call.
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    Samantha Cunningham: This branch makes you feel amazing. They are always so helpful no matter if you go in or use drive-through. Of course I always have a question, but never afraid to ask especially when they take the time to explain things (for instance with Kara the last time I popped in.) Customer service goes a long way and these individuals fully go out of their way for clients.
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