Top 15 Financial Advisors in Morris, IL

Cindy Simonetti-Peden Excellent Excellent Excellent Agent and Team!!! Dave and Karen went above and beyond to get our policies perfectly adjusted for our needs. He made sure we understand everything and explained it in detail. Would Highly recommend Dave to anyone looking for an honest and customer dedicated agent !!

Shannon Caher We recently opened a Home Equity Line of Credit with Financial Plus Credit Union and couldnt be happier with the experience! The process was smooth, the terms were clearly explained, and Jamie was incredibly helpful and professional throughout. He answered all our questions promptly and made what could have been a stressful experience feel effortless. Highly recommend to anyone considering a HELOC!

Peg Watson Ebert Great !

Sara Haynes Incredibly knowledgeable, helpful and friendly. Mike and his team have been very professional and have made me extremely comfortable and happy to be working with them. I very much recommend them as a group to trust with your retirement and life savings to help completely ensure that you have a comfortable retirement.

Tisha T So thankful for Matt and his team. They really helped us tremendously when State Farm left us to find for ourselves. Matt helped with our home, auto, and umbrella policies. We are happy, well actually lucky to have come across Matt and his team at a time when State Farm WAS NOT A GOOD NEIGHBOR!

Jessica Barrus Jerry is the best financial advisor! He will meet with you at the office, or at home, and he takes as much time as you need for questions or concerns. Also has future planning for retirement! Amazing kind staff and very professional. We are very happy with our service and investment returns!