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August 2024 by Steve Wilson
My wife and I have been clients of McBeath Financial Group since my retirement in 2018. Krista has personally handled our account and she and her staff have been nothing but professional in every aspect. We are always greeted and treated on first a personal, followed by a professional level. Every visit and meeting is gratifying and rewarding. Her group has done an excellent job defining and managing our financial future. We would highly recommend anyone seeking financial guidance to meet with and consider McBeath Financial Group.
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August 2024 by Jeff Wiesemann
I am grateful to all of the outstanding personnel at McBeath Financial for their dedication to service that they have provided me from the rollover of my 401k to an IRA when I retired, to assisting in the transfers of inherited IRA funds into my own funds set up and monitored by McBeath Financial. It has given me a great sense of relief knowing my funds are in great hands and they help make everything go as smoothly as possible. Thank you!
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June 2024 by Sheila Bradford
We are very pleased with the great customer service we get from Krista, Zach, Julie and Lauren! We always get our questions answered in a timely fashion and trust this Christian firm 100%.
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May 2024 by John Chubick
We initially started with a different financial advisor firm but something just didn’t feel right so we reached out to McBeath Financial Group. We’re so happy we did. We primarily worked with Julie and Zach. Both were very professional, patient, friendly, and knowledgeable. I’m so happy we changed direction and went with a local firm. Financial planning with McBeath has resulted in a comprehensive financial plan for us moving forward.
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April 2024 by jim esker
It was a great experience working with Julie and the McBeath team. They are very knowledgeable and made the process of converting my 401k easy. We would highly recommend their financial planning services.
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October 2023 by verlin karstens
The transfer of the company 401K to McBeath went through smoothly.
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July 2023 by Laurie Kimball
Extremely helpful in helping us with our retirement planning. I would highly recommend McBeath Financial Group for financial planning!
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December 2022 by Cynthia Worsham
Krista, Julie and Lauren are great to work with. I am enjoying the peace of mind of having the best financial advisors in the Bloomington-Normal area!
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October 2022 by Chuck Erickson
As a family small estate planning attorney, I’ve had the opportunity to share mutual clients with McBeath Financial Group over the years, so I’m familiar with their work. I’ve always been impressed with how thorough they are in the financial planning process to the extent of uncovering estate planning needs. I’ve heard first hand from their clients that enthusiastically endorse their process and the strong relationships they build with Krista and her staff.I’m also meticulous when it comes to the standards I set when it comes to serving my clients. As such, I have deep respect for Krista’s commitment to ethics, details and care for her client’s financial stability.
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September 2022 by Andrew Wille
I just called and spoke with Lauren today. Although what I was looking for wasn’t a specialty of theirs she took the time to have a very through conversation and answer all of my questions. Great job Lauren
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June 2022 by Steve Sturm
McBeath Financial Group came highly recommended by a couple of friends. To say they delivered is an understatement. Krista and her staff have been nothing short of amazing. The entire planning process was very extensive and have given the piece of mind we needed for retirement. And we’ve learned a lot of things that will help us avoid pitfalls down the road. We would HIGHLY recommend McBeath Financial Group to anyone looking for retirement planning services.
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May 2022 by John Bennett
My wife and I are extremely pleased with the financial advisory services we recently experienced with Krista and Julie. It's pretty obvious that they are passionate about their relationship building with their clients. Krista and Julie presented their financial expertise to us in a comprehensive yet understandable way. We also felt like Krista and Julie had our best interests in mind when presenting their strategic plan to us. We're looking forward to building not only our future successes with Mcbeath Financial Group but also building a personal relationship with Krista and Julie for not only my wife and I but for our family's future needs. We highly recommend Mcbeath Financial Group.
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January 2022 by David Myers
I was very skeptical about going to a financial advisor.Krista and her staff provided the information that I needed to be informed moving forward for my financial future.I appreciated their compassion, their experience, and their knowledge regarding investments and future needs.I would highly recommend them to anyone.
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July 2021 by Chad Ritchie
McBeath Financial Group is one of many high quality Financial Planning Firm's I work with as an estate planning attorney. I know from experience that clients of the McBeath Financial Group greatly benefit from the comprehensive financial planning services that the McBeath Financial Group provides. They are a service-oriented firm that cares for their clients.
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July 2021 by Dan Pletsch
Professional all the way. Extremely detailed financial planning. It takes a lot of preparing but the end result is a top notch portfolio.
