Client Testimonials 

"This is our first year with Plante & Moran and they have provided us with timely and value-added audit and SEC reporting services. Their experienced auditors were thorough in their approach. They offered suggestions at interim that resulted in efficiencies at yearend and they provided sound technical guidance during their review of our SEC filings. Our prior auditors had been in place for more than 25 years. The transfer to Plante Moran was an efficient process with no operational or reporting disruptions. We are very pleased with the selection of Plante & Moran as our auditors."

Robert T. Lowry
CFO
Peoples Bank

"To address the difficult business decisions that our bank and many other institutions are facing right now, we leverage the knowledge, experience, and expertise of our Plante & Moran advisors. Their personal approach to every situation and dedication to our success is truly authentic."

Thomas H. Dorr
Vice President & CFO
Oxford Bank

"The engagement had some unique and complicating factors, like a very tight turnaround time, and the Plante Moran team members rose to the challenge. They utilized their industry-specific expertise to successfully address the issues and exceed our expectations."

Stephanie Barrett
Vice President, Asset Manager
Bank of America Merrill Lynch

“We've enjoyed a great working relationship with Plante & Moran. Their proactive business advice has benefited us in a variety of areas, but I think what's most impressive is their commitment to understanding our needs and tailoring specific solutions to them. It's that personal attention that separates Plante & Moran from other firms. You can tell they really care.”

Marsh Campbell
President
Citizens First Savings Bank

"I'm proud to be associated with a firm being recognized for their culture and values. I'm sure it's a draw for the firm, but we as clients, reap the benefits. I view our relationship a strategic business partnership -- an alliance that I can rely on for sound business advice. I'm happy Plante & Moran has come to the Chicago region. They are an industry leader. The folks working with us are dedicated professional who take pride in their work. Their culture is evident in the way the interact with our staff in performing our annual audit."

Tom MacCarthy
Chairman/CEO
Cornerstone National Bank & Trust Company

“Plante & Moran has not just been an internal audit provider for Founders Bank & Trust, instead they have been an audit partner that has provided sound consultation relating to Information Technology controls and security. Their expertise is a valuable source to assist us in preparing for mandated regulatory exams. Founders views Plante & Moran as an asset that impacts the success of our bank.”

Frank M. Lauto
Vice President – Information Technology
Founders Bank & Trust

“When we have an issue that SOX won't allow our external auditors to address, we turn to Plante & Moran. They’ve provided us a wealth of information relative to accounting matters, internal audit, regulatory compliance, loan review, and IT issues. They combine their technical expertise and experience in the banking industry to help us meet many of the challenges in today’s tough economic environment. It seems they are as focused on our bottom line as we are.”

Mark Secor
Chief Financial Officer
Horizon Bank

“We are a new audit and tax client of Plante & Moran. What’s impressed us the most was the seamless transition to working with them. It occurred with ease. Their team responds quickly to our questions. They’ve been quick to provide us fresh ideas, and the turnaround time in providing our year-end financial statements was amazing. In all aspects, it’s been a positive change for the bank.”

Jim Mensching
Senior Vice President
Itasca Bank & Trust Co.

“Plante & Moran performed our IT general controls audit, GLBA compliance review, and security testing work. Additionally, they assisted us in updating our IT risk assessment and helped us establish a comprehensive three-year IT audit plan. We were impressed by the comprehensiveness of their work and the technical capabilities of their IT specialists. Their review went a long way to successfully prepare us for our recently completed bank regulatory agency IT examination.”

Eugene T. Carter
Chairman and CEO
Park Ridge Community Bank