McBeath Financial Group

As my wife and I get closer to retiring I've begun to realize the complexity of managing all aspects of retirement. It became clear that we needed guidance navigating funds, tax implications, social security, insurance, etc. McBeath Financial Group has been the perfect solution. Everyone has different ideas of when they want to retire, and McBeath is helping us figure out the timing that makes the best sense for us. A personalized plan is being developed based on our current funds, future goals, and life ne

McBeath Financial Group has become a big part of our lives this past year. They provided financial services for my Dad before he passed away. They were there for us every step of the way after that to ensure we were taken care of as was Dad's wishes. Krista, Zack, and Lauren have been wonderful on getting us where we needed to be. And, now, they are providing services for us as well our daughter. Really appreciate all the care and consideration they have given to us over the past year. We couldn't

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

The staff at McBeath Financial Group are very knowledgeable and professional. I am highly confident in their financial expertise and investment strategies. I look forward to working with this team.

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.

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!

I started my investment/retirement account with McBeath after my divorce earlier in 2024. I have been extremely pleased with the diversified account that they set up for me. They are also always available if I have a question.

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 standa

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.

Our tax-preparation experiences with the McBeath Financial Group have always been as good as possible (given the reason!) They are thorough, and professional (yet not "stuffy"). Due to a small increase in their services, we appreciated the coupon for returning clients. We used to use one of the well-known national tax preparation companies, but we have no plans of ever leaving Krista and her team.( Can't wait to see their new "home"!)

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.

Incredibly thorough and caring professionals that listen and support you through the financially planning and execution process. Highly recommend.

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 portfo

I normally view all Tax Services as the same. Most of them provide adequate to good service. What made me select McBeath Financial Group for my taxes was the character of Krista McBeath. A few years ago, after retiring, I sought out several local financial services for advice. Krista listened to my goals and objectives and reassured me that I was doing fine. All the other advisors in town had a predetermined script of what I should be doing with my investments. They were telling what to do and not lis

By far, the best financial group for your individual or family planning / investment needs! I have worked with Mcbeath group for 10+ years and continue to be impressed with the level of customer service & financial expertise provided! I highly recommend you check the McBeath Financial Group out. Krista and her staff are outstanding!

I believe this is the 5th year having McBeath Tax Service prepare my taxes and I have always been very pleased with their professional expertise. I like having a follow-up with Krista or other professional for a final review prior to filing. No mistakes have ever been found, but having the review makes it comforting to know the forms will be accepted when submitted. I have referred family members and friends to Krista and they all have been very pleased as well. I look forward to using their services for ma

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 Fina

Krista and her team have been doing our taxes for 3 years now and have been great! My wife does in-home daycare and it was scary when we first did our taxes for that but Krista helped explain everything and showed us how to make our payments. I would highly recommend the McBeath Financial Group!

I have been using the McBeath Group for four years. They have handle my taxes promptly, professionally and saved me money. Previously, I had annually purchased software and mindlessly followed prompts to the end not really fully understanding how I got there. The first year I used McBeath's services the tax representative pointed out several provisions of the tax law I was overlooking resulting in considerable savings. Also, I like the fact that my taxes are reviewed finally with me by Krista McBeath be

The whole team at McBeath Financial Group, led by Krista McBeath, provided us with an outstanding and professional experience completing our taxes this year. This is the first season we have used McBeath and we plan to be regular customers. I would highly recommend their tax services to everyone.

I love that when Tax Season come around, I don't have to stress about a thing. The professionals at McBeath are so knowledgeable and they really have my best interests in mind. I know that they are going to do whatever it takes to get me the best refund possible. They go above and beyond to do research, get to know your financial and personal situations, and do what they can to make your money go as far as possible. Dare I say, I actually look forward to Tax Time?! Once a year, I get to catch up with some

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.

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%.

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.

I felt I had a complex tax situation as I walked into McBeath offices and dreaded hearing how much I anticipated I would owe. When the final return was presented to me I actually had money coming to me. This clearly showed me how preparing your own taxes can truly cost you more than you think. I felt the staff stayed in contact with me throughout the whole process and did so in a professional an courteous way. I highly recommend anyone looking for a Tax preparer to try McBeath, I am sure you will come back

For 33 years my husband prepared our taxes and when he passed away I needed someone to help me prepare my taxes. I have been a tax client for 5 years with McBeath Financial Group who gave me their expertise and I felt very comfortable working with them. They managed to help me get through a difficult time understanding how to prepare my taxes. I thank them for their kind manner and professionalism.

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

I've been using McBeath Financial for the last 3 years. They are thorough, meticulous and provide very good service. They are proactive especially when it comes to new tax codes and answered all my questions in an understandable way. When it comes to fee for service, very reasonable and competitive. You get personalized service and I recommend McBeath highly.

From the moment we walked through the door our experience was tremendous! The staff were so friendly that we felt right at home and our taxes were prepared and reviewed in a professional and accurate fashion. We'll be back next year for taxes - and maybe sooner as we would absolutely choose McBeath Financial Group to be our financial advisors!

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

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.

We have used McBeath Financial the last several years to file our taxes. Their customer service and attention to detail are outstanding. Krista and her staff really care about their clients.

Friendly, helpful staff. Appreciate their hard work. Always recommend to others when asked.

I have been using McBeath Financial Group for several years. I have been very happy with their service and professionalism. They answer questions promptly and courteously. Jeff and Krista and all the office staff are a pleasure to work with.

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.

Krista is fantastic to work with - she spent a lot of time with us to list our options for financial decisions. She is always professional but has a personal side as well. Highly recommend her business!

Krista has been my financial planner since 2017. She has helped my through the financial decisions I needed to make with the passing of my first husband to most recently marrying and consolidating household finances, and planning for retirement . She is always easy to talk to, professional and offers great advice.

After the 2014 tax season, the owner of the company up in the Chicago area who had done my taxes for almost 25 years retired, so I had to find someone new - a daunting and anxiety-inducing prospect for a "finance-phobe" like me. I chanced upon an ad for the McBeath Financial Group and set up an appointment, and I'm glad-glad-GLAAAD I did! The staff is wonderful - friendly, knowledgeable and eager to help. Matters are explained in a way that even I can understand them without slipping into a coma or my eyes

McBeath has been doing our taxes for several years now. Very efficient and timely service. She is up to date on all tax law. Would recommend them highly.

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!

Great service, friendly service, and very good at what she does.

Krista, you gave a great team! Everyone is always kind, helpful, punctual and accurate. We always have a great experience. Jim and Betty Brewer

Wonderful place and people to work with. I appreciate their service so much, that I continue to use their preparation services after moving away. I highly recommend McBeath Financial Group!

Krista and her staff were a pleasure to work with in 2014. Very professional,timely and accurate. I plan on using them again this year.

A terrific experience from start to finish. It was a pleasure to work with everyone in the office. My taxes were completed in a prompt and professional manner. I couldn't ask for anything more.

Extremely helpful in helping us with our retirement planning. I would highly recommend McBeath Financial Group for financial planning!

Krista and her team are professional. and friendly. We appreciated the knowledge they share and the environment they create.

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

Wonderful experience and friendly staff. We were greeted and offered something to drink right as we walked in. The ladies in the office were very nice and went over everything in detail. We were able to ask questions with ease.

This will be my 5th year with Krista and I can say I am very happy with her services.Would recommend for your taxes.

The folks at McBeath are friendly, knowledgeable, and easy to work with. I can't imagine the tax preparation process being any easier.

Professional all the way. Extremely detailed financial planning. It takes a lot of preparing but the end result is a top notch portfolio.

Very prompt service, friendly staff, and an "At home" atmosphere. This is our third year with McBeath and we won't go anywhere else!!

Service for filing my taxes was great, took less than an hour to get done. Would recommend coming back for taxes

Fantastic experience! Very fast and professional on taxes done. Very good price as well! Thanks much!

Highly recommend! They have done my taxes for years and make the process painless.

The transfer of the company 401K to McBeath went through smoothly.

Great experience. The staff is extremely nice, the accountants are knowledgeable and very efficient and the prices are lower than I have found elsewhere.

Their integrity and expertise coupled with a meets expectation on turn around time are the reasons we continue to be a repeat customer.

Responsive to our needs, personable, professional and well prepared for our portfolio reviews.

A great service. I look forward to working with their staff and Krista each year.

I would highly recommend. They look out for your needs and always so responsive. Great quality.

Our service was excellent, timely ,friendly and informative. We highly recommend this group.

They were wonderful & affordable! Can't wait for next text season!

I can always count on you do to the best job for me and answer any questions I have. Thank you so much.

Great and patience in explaining Financial terms. Plan is individualized.

I recommend this tax service. Very professional and accurate!