"We just met Adam Carlson last year. As we get older, we seek help from professionals for money management. Adam and his team are very knowledgeable and easy to approach and work with. We feel that we are in good hands and are grateful for the assistance provided." - Sherry F., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Eric has been open, honest and authentic in assisting me in understanding my options. He has always taken the time to explain everything so I can make informed decisions. He has shown sincere interest in my well-being and been conscientious about me and my life." - Richard J., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My wife's parents had accounts here and my wife continued when she inherited from them, so that made me consider doing the same. I enjoy working with Eric Grant and the knowledge he has." - Kenneth W., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I deeply appreciate the responsiveness, discretion and commitment to excellence that this team practices. They are professional, provide expertise and integrity, with their approach. The communication is first in class. Without hesitation, I place my utmost trust in the Wealth Management team and recommend them to all in any phase of their financial journey! My personal experience has been 5 stars!" - Jenni A., current client. This reviewer received no compensation for this review. There are material conflicts of interest, as she is an employee of Midwest Bank.
"Honest and reliable. Good people." - Barry H., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Jodi and Adam are both very helpful and friendly. Adam takes the time with us to explain what's going on with our investments and how to improve what we're doing. He doesn't rush through our meetings and when I leave, I know what has happened and what changes are being made to better my investments." - Ken S., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Eric Grant answers all of my questions and provides me with valuable information. Always very helpful." - Catherine C., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We are very pleased to recommend Adam Carlson, along with his team of Eric Grant and Jodi Chandler at Midwest Bank Wealth Management. Adam understands our goals, and is very personable, professional and easy to work with. We are comfortable asking questions and expressing opinions. Adam is very good at explaining investments in a way that we can understand. Most importantly, we trust the advice we have been given and how our investments are being handled. We appreciate having this top-notch team of financial professionals available to us locally and are happy to recommend Midwest Bank Wealth Management to family & friends." - Rhonda S., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Adam Carlson has been my advisor for several years. He is always very prepared for my annual review to discuss my account and to explain any changes or updates he recommends. I feel like I can call him or Jodi Chandler, if I need help or have any questions. They are both so competent and easy to work with." - Peggy S., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I am always treated with respect and a smile. Adam is very good at explaining to me the status of my investments. We talk about it and then I make my decision. I am very thankful I made the decision to join this company." -Rosemary B., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Adam and his assistant, Jodi, have always been most attentive to our needs. As a plus, they are very personable, kind, and always willing to answer questions." -Martha D., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I would not be able to handle my investments/retirement without Adam and staff! They are so instrumental in decisions and the growth of my accounts. They are all kind, compassionate and very knowledgeable. I appreciate the opportunity to work with such wonderful, caring people." -LaDonna G., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"They always explain everything in detail, and they keep you updated as well, and they are very friendly people." -Harry W., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We trust Adam's suggested moves and he always gives us reasons for these moves. His ideas are always correct for the market swings. The entire staff is very friendly and caring for our interests." -Dennis D., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Awesome group to work with. No complaints, always helpful and efficient." -Lisa M., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We are very pleased with our service! The Wealth Management at Midwest Bank are professional and courteous! Adam, Eric, and Jodi-always are informative and a joy to work with." -Robert M., current client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Adam Carlson and Jodi Chandler - Excellent help and very personable." -Carole D., 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 S., current 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.
