Banker Investment Group - West Lafayette, Indiana

Heather W.

My husband and I have been with the Banker Group for well over a decade. We are the second generation of our family to trust the Banker Group with our financial planning. They have always been very quick to answer all of our questions and we meet annually to review our portfolio. We feel secure that we will have what we need when we retire. We were guessing if that was the case before we consolidated our various accounts and trusted them to the Banker Group. They take time to explain what’s happening in the markets and extra time during stressful periods so we know how it will affect our situation.
Most importantly, we value their expertise and advice. We have no doubt that Bill and his associates have our best interest in mind while managing our retirement.

Debra M.

I have been with Banker Investment Group for twenty years. Whenever I needed advice or help with various retirement issues, Bill or Ashley were always available to answer questions. I have complete faith and trust in their superior knowledge. Throughout all of the ups and downs of the market, my portfolio has remained strong. I would highly recommend their services to anyone.

Gerritt S.

I have been with Bill and his associates for 20 years. Previously my accounts were with a private independent group in Columbus, IN. While they had performed well for my senior partners (who by then had retired), my returns were terrible in the mid- late nineties. I started asking my friends who was managing their retirement accounts. Bill’s name came up several times, being recommended by people I considered financially wise, conservative, and successful.
When I started with Bill he laid out a strategy to reach my goals that was consistent with my age, work situation, and risk-tolerance. He has tweaked that strategy slightly as those factors have changed, and tweaked his tactics as the market has changed. I am satisfied that he has done a GREAT job of positioning me financially to have the retirement life-style my wife and I desire!
Bill and Ashley are very responsive to our questions and concerns. They did a good job of hand-holding in 2008 and earlier this year, when the markets were haywire. We came through both those financial hurricanes in relatively good shape. Bill explains things in language that we can understand. They have interacted well with HR at my business, as well as with our accountant. As Tom Bridge noted above, I wish I had been able to sign up with Bill 10 years earlier than I did!

I recommend Banker Investment Group without hesitation!

Andrew H.

I've been a client of the Banker Investment Group for more than 20 years - through good times and bad. Their investment philosophy has not only conserved my resources, but grown them substantially. They do a great job of adjusting my portfolio as I have moved through various "life stages". They strike an appropriate balance between growth, income, stability and risk.

ROdi 5.

Best investment people I've ever worked with! They rescued my portfolio from an unscrupulous brokerage and turned it into a winner. Thanks to B.I.G. I'll be able to realize my retirement goal after all. They're honest and trustworthy, and always get back to me whenever I have questions. I can't say enough good things about them. B.I.G. operates on the philosophy whereby they make money when you make money - not on the old method of only selling securities that pay big commissions to the brokerage. It's been a good ride so far!

Thomas B.

I have been a client of Banker Investment Group since it's inception in 1998. When Bill approached me about his idea of starting a fee based financial services company in Lafayette, I was very intriqued. I had previous experience with a commission based advisor from Indianapolis that had been quite unsatisfactory. The approach to my account has been sound and well balanced. BIll has always considered my risk tolerance and has been very mindful of changing circumstances. Ashley is always very reponsive to phone calls or emails and is able to provide the advice or assitance needed in a very timely basis. I wish Bill had started his Investment Group eariler in my career!

Robert G.

We placed our retirement portfolios with Banker Investments and we have been very pleased. Bill and Ashley are great to work with and they are very responsive. We are happy to recommend them (and have!!).

T B.

I have been with Bill for over 15 years. Now that I am retired I have a great portfolio that makes enough to afford my Florida lifestyle. I would recommend Banker Investment Group to anyone.