Reviews for Coonrod Financial Group

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Feb 2024

With the help of Patrick Meyer & the CPA's at Coonrod Financial Group, our 501(c)(3) was able to launch quickly & effectively without any hassle regarding our non-profit status. Patrick & his team were there to guide us through every step of the process, from establishing our entity correctly, to filing our annual reports & remaining compliant with the tax laws associated with our non profit status. The team was polite, professional, and timely when dealing with our requests. We highly recommend Coonrod Financial Group as a resource for other non-profit organizations!
Nov 2023

I've known Brian Bates of Coonrod Financial Group for a number of years, now. Brian specializes in helping small businesses stay on top of their accounting issues and tax obligations. Brian is so easy to work with and can make the most complicated tax issue easy to understand. If you are a small business, I'd highly recommend contacting Brian for your accounting and tax needs.
Oct 2022

These guys are the best! When I first started my Roth IRA, I knew very minimal. With the help of this fantastic team I am able to not only understand but watch my stocks as they increase on my monthly reports!! There is never dumb question with Conrood, they are able to explain in depth any questions I may have for them. I highly recommend Conrood Financial Group!

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From Coonrod Financial Group

We're Coonrod Financial Group, a financial planner and tax planning service in Chatham, IL. Our mission is to help our clients make well-informed decisions that will lead to a more fulfilling and secure life in retirement, a solid plan for their children's education, guidance in starting a new business, tax planning, or whatever other goals that may present themselves in our discovery process and throughout life. We take great pride in being advocates for our clients as they move through life's many chapters. We have a passion for value-based financial planning and wealth management. We treat our clients like they are our extended family, and strive to provide a personalized level of service to each of them.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed

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Facebook: 5/5