McBeath Financial Group - 203 Landmark Drive Unit A, Normal

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Reviews about McBeath Financial Group

• Phil Mitchell
  ★ ★ ★ ★ ★
  I normally view all Tax Services as the same. Most of them provide adequate to good service. What made me select McBeath Financial Group for my taxes was the character of Krista McBeath.
  A few years ago, after retiring, I sought out several local financial services for advice. Krista listened to my goals and objectives and reassured me that I was doing fine. All the other advisors in town had a predetermined script of what I should be doing with my investments. They were telling what to do and not listening to what I wanted. Krista treated me as a long term client. I was highly impressed with the objectivity and integrity that she demonstrated.
  After my first time using McBeath Financial for my taxes, I noticed the same traits reflected in her staff. You’re acknowledged upon your arrival. I never had to wait more than a few minutes for my appointment. I felt respected.
  Krista and her staff provide excellent service but most of all they build great relationships.
• Leah Powell
  ★ ★ ★ ★ ★
  I love that when Tax Season come around, I don't have to stress about a thing. The professionals at McBeath are so knowledgeable and they really have my best interests in mind. I know that they are going to do whatever it takes to get me the best refund possible. They go above and beyond to do research, get to know your financial and personal situations, and do what they can to make your money go as far as possible. Dare I say, I actually look forward to Tax Time?! Once a year, I get to catch up with some great people.
  
  Not only do we get our taxes done here, we have worked with Krista on Life Insurance and look forward to working with her in future financial endeavors. I wouldn't trust my money with anyone else in town.
• Jean Watson
  ★ ★ ★ ★ ★
  Our tax-preparation experiences with the McBeath Financial Group have always been as good as possible (given the reason!) They are thorough, and professional (yet not "stuffy"). Due to a small increase in their services, we appreciated the coupon for returning clients. We used to use one of the well-known national tax preparation companies, but we have no plans of ever leaving Krista and her team.( Can't wait to see their new "home"!)

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Nearest organizations

• Landmark Dr & Parkway Plaza Dr

  Establishment, Bus station, Transit station

  United States, Normal, IL 61761
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• Severino Real Estate

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  203 Landmark Drive # A, Normal, IL 61761

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