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“Jack Wheeler from Wells Fargo Financial office in Rockfocd, Illinois is kind, considerate and beyond helpful. He spent so much time with me helping me get through all the paper work and issues to get my husband's finances settled. Thank you so much for you patience and help Jack, I couldn't have done it without you.”
“I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)”
“I went to the loves park branch of pnc, I was pretty mad, they didn't have a manager there and was able to get my issue resolved by jayline, she was kind, sweet and compassionate and was able to renew my CD in just a few minutes. I hope she gets some special recognition.”
“Stephen K. was so helpful and attentive to all my needs and questions. He followed up with me to make sure everything was done. A overall amazing time and service!!!!”
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“Mike White and his team are absolutely incredible. They make investing easy and easy to understand. Ever since I moved my account to Waterside Financial Advisors I've seen my best gains. I recommend them to my family and friends because I know they'll be taken care of.”