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McBeath Financial Group

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Normal, United States

mcbeathfinancialgroup.com
Financial plannerFinancial consultantInvestment companyInvestment serviceLife insurance agency· Financial planner· Financial consultant· Investment company· Investment service· Life insurance agency

McBeath Financial Group Reviews | Rating 4.9 out of 5 stars (5 reviews)

McBeath Financial Group is located in Normal, United States on 203 Landmark Dr Unit A. McBeath Financial Group is rated 4.9 out of 5 in the category financial plannerfinancial consultantinvestment companyinvestment servicelife insurance agency in United States.

Address

203 Landmark Dr Unit A

Phone

+1 3098082224

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Jonathan Monhardt

We have been working with Krista and the McBeath Financial Group for a year and a half. Both of us had recently retired and had a fairly complicated mess of accounts, policies and pensions from multiple states. Krista helped us greatly by organizing all of our various accounts and by developing a clear program for our resulting portfolio. We both feel very relieved to have everything in one place and to be able to work with someone like Krista who gives us great confidence in the future growth of our portfolio. We also very much like that Krista is very facile with the latest technology and that she uses it to clearly show our collaborative planning. Our final plan is now in place and we look forward to working with Krista and highly recommend the McBeath Financial Group.

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Jennifer McCarron

Krista is a fantastic person who truly appreciates the opportunity to help people reach their financial goals. She’s someone that you can feel comfortable with, and always know that she will have your best interests at heart. And, she’s invested in the systems and processes to make it easy to communicate needs, review plans, make changes, and ensure that all needs are met. If you’re ready for retirement planning or looking for solid financial advisement, Krista McBeath is the one call.

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Cyndi Prosser

We had been searching for a CFA firm for several years. One we could connect with, build a relationship with, grow to trust, & set a strategic investment plan that we were engaged in helping build...not just a brokerage investment firm that performs cookie cutter strategies. A firm that performs estate planning, wealth management, and also mindful of tax implications. Plans that will help us achieve our goals, as we share those goals to provide input during discussions. We have found all that, and much more, with Krista & McBeath Financial Group. We look forward to continuing to build this relationship & trust, which will in turn give us peace of mind & many happy retirement years.

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C. Diederich

I am so impressed by Krista’s and Lauren’s professional attitude and their knowledge. I explained what I wanted to do and they listened. They came up with a number of investment strategies and vehicles to accomplish my goals. They explained thoroughly each choice so my choices were informed and exactly what I wanted. They have had to spend a lot of time getting the money I have out of the investments I had at the time I went to see them. They are still working on it but they are always kind and professional when they speak to the people who appear not to want to let go of the money. I’m so glad I decided to make an appointment to see Krista.

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Tony Nardone

The unmatched professional and attention that they pay to their clientele is almost unreal. They have treated the investments that I have entrusted to them as if it was their own money they were handling. They stay on top of every detail and aspect of my portfolio and explain everything in plain terms that even the most novice of investor can understand. I couldn’t be more pleased with the McBeath’s and their entire staff they make me feel like a part of the family.

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