Financial Services
Kelly's Accounting Service Inc.
Since 1988, Kelly's Accounting Service has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Dalten Temples - State Farm Insurance
Our business provides products and services that help people manage the risks of everyday life. Those products include: auto, fire, health and life insurance as well as financial services offered by State Farm Insurance Companies of Bloomington Illinois.
Loman-Ray Insurance Group, LLC
For 40 years, we have consistently gone above and beyond the expectations of our customers. The agents at Loman-Ray Insurance Group, LLC. want to know your story so that they can best identify your specific needs. From personal lines like home and auto insurance to business insurance and coverage for your farm, your policy will be handled actively, efficiently, and professionally. With fourteen locations across east-central Illinois, every Loman-Ray office is well-equipped with experienced staff, outstanding products and carrier access, and a reputation of excellence to work together with customers of all types. Visit www.lomanray.com to learn about our agency, get in touch with the Monticello staff, watch some original video content in our Spotlights section, and more!
CIBM Bank
At CIBM Bank you'll find that we have a strong commitment of collaboration in providing financial services that help you achieve your financial goals. We understand that whether you are just starting on your journey for financial stability, or if you are in your retirement years – you want a bank you can trust to deliver the best solution for your needs – not the best solution for the bank. It is your career, your family, your home, your business, your retirement – your life! You have worked hard to get where you are - we are just here to help – whatever your financial goals!
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Cole Norton Agency, Inc. - American Family Insurance
Locally owned and operated insurance agency. Specializing in Auto, Home, Life and Business insurance. The Cole Norton Agency is committed to creating and maintaining personal relationships with all our customers, helping them manage risks of everyday life and recover from the unexpected. We are committed to doing what’s right for our customers, company, community, and our staff. We celebrate the strength of diversity with a belief that we are strengthened by our differences.
Ameriprise Financial
For more than 120 years, we've focused on helping clients realize their personal and financial potential, through good times and tough times. Empowering them to live the full and rich life they've earned. We help people invest and save for their future by creating a financial plan customized for each client's vision -- forged by asking the right questions and applying the right answers. All supporting the belief that, with the right financial advisor, life can be brilliant. My practice focuses on helping clients navigate all of those times in our lives when making prudent financial decisions becomes critically important. I call these times "Life Events." They include: Job Changes or Loss of Employment, Birth of a child, Marriage or Divorce, Death or Disability, Change of Income, Inheritance, Change in Health, Approaching Retirement, or any Change in your Family Goals. I can be reached via phone, website, Facebook, Twitter, and Linked-In. I look forward to helping you reach your goals.
