Top 15 Financial Advisors in Belleville, IL

Richard Ortiz Mike really takes care of his clients because he takes an interest in them as friends and fellow business owners. He takes the time to get to know you and your personal and professional financial situation to best serve you.

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.

James Farris What a great man. Very nice and helpful with all my questions.

Marcella Vamboi Dormeshia exceeded all my expectations! I was particularly impressed with the urgency of when she did my taxes and she was willing to stay beyond the time of her business hours to get her clients done. She was incredibly helpful and went above and beyond to ensure I had a positive experience. I highly recommend One Tax Guru Financial Services to anyone looking for reliable, high-quality service. I will definitely be returning for future needs. I even make sure my fiancè and mother comes every year and they love her as well. -Marcella

Val Periandri Very good people and service. Been going there for many years.

r elaine gossett Excellent service as always!

Sonny Salah Adam is the best! He’s the most helpful, and honest, person that I’ve ever worked with. He makes the stress of insurance, so much easier and makes everything easy and smooth. He will always go above and beyond for his clients

Sandy DeMond Dave has such a genuine and caring approach to relationship business. He was extremely knowledgeable with investing, financial planning & retirement. So glad to have him in my corner for my retirement planning! Highly recommended!

Holly Norton Be VERY Careful when using Mike. He has something to hide. I asked for copies of Edward Jones statements for an account that I am beneficiary of and he refuses to send them, saying I have to contact the Trustee. I asked him to get permission from Trustee to send them to me and he refuses. My concern with Mike is what is he hiding? Last I knew the account had 60K in it. His secretary tells me theres 12K left in the account. Why wont Mike send me the Statements so I can see what was withdrawn from Edward Jones and where it went? Why does he care if I see the statements or not, I have a right to the money my mom left me

Marc Wright Stacy and her staff are fantastic. I’ve been going for years. They are Very thorough, friendly, helpful and quick. I would recommend them to anyone.

Deb Kinder Very informative!

Scott Tyler ,x 2

Jeannette Freed Friends have raved about Jason at Clarus wealth management for years and years and how happy they were with their financial portfolio and future since starting with Jason. I finally understand why. Hes definitely unique in his profession and can customize a plan to meet both your needs and future desires. I recommend you give him a call and sit and chat. Im glad I finally did!