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Client Testimonials

Here’s what our clients are saying about the Midwest Bank Wealth Management team:

Here’s what our clients are saying about the Midwest Bank Wealth Management team:

"My financial portfolio has improved since moving my accounts to Adam & Co. It was in shambles and now is more vibrant. I appreciate their openness and great communication at all times."

- Mary R., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Our first contact was with Adam, who after a few visits then passed us on to Eric.  Both of them, plus Jodi, have been friendly and helpful and in a manner that makes us feel that they all truly value our working relationships.  I feel very comfortable at our meetings and Eric is always willing to take all the time needed to go over anything that isn't clear.  Their concern for doing their best for us as clients comes through in a genuinely professional and yet friendly manner.  We're very glad we decided to see what a financial manager could do for us and so far, they are doing very well!" –Laurie P., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"Eric Grant has been a pleasure to work with, very knowledgeable, and great follow up. Jodi is a great asset to the Wealth Dept. at Midwest Bank. I feel that my best interest is their top priority." –Greg A., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"Adam is always available for any problem. He has helped me in many ways. My checking account was compromised and he took me into his office and helped me understand what and how to deal with the problems." –Lucille S., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"Adam and his team are so easy to work with. Always ready to answer any questions. Glad we switched our accounts to Midwestern Securities." -Dennis D., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"Excellent advisors - knowledgeable - helpful - very courteous and friendly - I trust them!!" - Suzanne L., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"We are delighted with the service at Midwest Bank Wealth Mgt. Always available; prompt to answer questions, and while our portfolio with them soared up until this recent tempest, they have all been kind, considerate, patient and adept at managing our investments as best possible in these times! We are delighted to work with Adam, Eric, and Jodi. We have sent a referral to them already, and would do so again if the occasion arises. Give them all 4 stars, and tell them how we appreciate their expertise on our behalf." -Leo R., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"We have complete confidence in Adam Carlson. He is welcoming, friendly, professional, personable and always available. Adam offers us personalized service and advice specific to our long term financial goals and retirement. We have put our trust in the hands of the Midwest Bank Wealth Management team of Adam, Eric and Jodi to handle our financial needs and would gladly recommend their services to anyone." -Russell & Rhonda S., currrent clients. These reviewers received no compensation for this review. There are no material conflicts of interest.


"Eric Grant gives current, helpful information. He informs me of options for investments. He is timely with his information. I like working with him." -Gordon Y., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


"I have been satisfied with the advice of Adam Carlson for decisions for my accounts with Wealth Management. I depend on the advice and help of my youngest son, since my husband passed away in October of 2020. I fall short in my knowledge of understanding the financial decisions." -Beverly Z., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.


Important Additional Testimonial Information

  • These testimonials may not be representative of the experience of other customers.
  • These testimonials are no guarantee of future performance or success.
  • No compensation has been paid for the testimonials that appear here.

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