Investing near Addison, IL

28 locations found near Addison

“In my 20+ years in business, my company has used a few banks. This bank is by far the best. They are always attentive to our needs, the bankers always go above and beyond to solve any issues that ever arise. I highly recommend them for business and personal banking needs.”

4.9 Superb22 Reviews

“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.”

5 Superb55 Reviews

“Top notch company..Very thorough and knowledgeable..Jim made this happen faster than we thought possible..Highly recommend Jim and SKYDAN EQUITY PARTNERS if you are debating on whether to contact them please do, you won't regret it..Thank you all..”

4.9 Superb68 Reviews

“I had the opportunity to speak with Jason today, and I couldn’t be more grateful. I was a little nervous going into the conversation, but he made it so easy and comfortable right from the start. He was incredibly helpful. Jason truly focused on understanding my goals and offering an honest, thoughtful assessment of my situation.
After our conversation, I feel more confident and clear about the path ahead. It’s reassuring to know I’m on the right track, and even more so to know that Jason genuinely cares about helping me move forward in my Baby Steps to reach my goal.
Thank you so much, Jason, for your time, guidance, and encouragement. Your support made a big difference!”

4.7 Superb37 Reviews

“All of the tellers are very kind and helpful as are all the savings counselors. The Western Springs branch is my favorite because all the ladies there have gotten to know me and greet me with a big warm smile and makes banking there a pleasure!”

5 Superb19 Reviews

“Evelyn Rodriguez and her team offer friendly and professional service, not only for my personal banking but for my clients. The service they offer is far and above superior to other banks I have worked with over the years. I happily refer them to my clients and friends.”

4.6 Superb34 Reviews

“I had an excellent experience with Gaby Balbino. Despite it being close to closing time, Gaby went above and beyond to help me set up my business account. She was incredibly fast, efficient, and professional throughout the entire process. What stood out most was her friendly and helpful attitude—she made the experience stress-free and enjoyable. I truly appreciate her dedication and willingness to assist, even when it might have been easier to ask me to come back another day. Thank you, Gaby, for your exceptional service!”

4.7 Superb28 Reviews

“I've been banking with Wintrust for 26 years and counting! I went in last month and was helped by Dave Perucca. He helped me open a CD and savings account. He was so nice to work with-- super professional, friendly, and answered all my questions. Thanks Dave!”

4.5 Superb36 Reviews

“In a time when genuine customer service feels rare, this branch delivered above and beyond. I’m looking forward to being part of a bank that values personal connections and takes such great care of its clients. Mohammed‘s attention to detail and exceptional customer service made this experience stand out.”

4.6 Superb27 Reviews

“I opened up a savings and checking account with Shuwaita at the Clarendon Hills Bank a few months ago. She has followed up and been so attentive to making sure my needs are met. Wonderful banker and bank to get involved with if you want an organization that cares about you and your experience!”

4.7 Superb23 Reviews

“Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend.”

5 Superb15 Reviews

“I have to give a BIG shout out to an employee Danial Noor Relationship Banker. He was so welcoming and professional. But, most of all he solved all my banking needs. Excellent customer service !!!!”

4.8 Superb18 Reviews

“Thank you so much to Kelly Ke. Kelly is brilliant, and answers all questions perfectly. Kelly made me feel secure, informed, and happy. Kelly is quick to get back to you, and extremely knowledgeable. Thank you again Kelly!”

4.4 Superb39 Reviews

“Great local bank. Have you opened a savings account for your child? If not this is the place to go NOW. They have a special window and even stair steps to get the kido up to the window to feel big as they do their deposits. Love this bank!Oh Yeah...Ladies have to much change in your purse? Pop in and pour it in the machine to the left of the clerk windows, take the reciepit to the window and get your cash.... FOR FREE. Yep no fees are taken out and before you ask no you don't need to have an account with them to use this great service!”

4.4 Superb31 Reviews

“Kristina, Marty and their staff go above and beyond in order to ensure customer satisfaction. I transferred a lot of my accounts from another bank and it was a great decision. I highly recommend Wintrust Bank especially the Norridge and Des Plaines branches.”

4.6 Superb21 Reviews

“Wintrust bank has earned our business. They consistently make everything we do super simple and always professional. Anthony and his team are first rate. Would recommend the Elk Grove or Wood Dale locations to anyone. Thanks for being a great partner.”

4.8 Superb16 Reviews

“Maria Ruiz was very professional and very helpful when assisting us. She gave us options and gave us recommendations! We love coming to this bank because she’s always helping us in every way she can.”

4.6 Superb20 Reviews

“Needed a large sum of nickels- the wonderful ladies at this branch accommodated my request that day; even provided me with a bag to carry all the coins. The transaction went smooth. Super professional and such fabulous customer service something that is lacking these days. Thank you!!!!”

4.6 Superb20 Reviews

“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”

4.6 Superb20 Reviews

“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”

4.6 Superb43 Reviews

“Tiffany at the Downers Grove branch was so helpful, friendly, and efficient in setting up accounts for our children. Great experience and so glad we are using this bank.”

4.3 Superb27 Reviews

“Good local bank. Less problems than TCF bank down the street. I recommend highly and advise against using TCF bank, previously was with them (TCF) for 20 years. Since their merger in August 2020 customer service got really poor”

4.3 Superb19 Reviews

“Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!”

3.7 Good20 Reviews

“Awesome branch with helpful employees. Part of the Wintrust network of banks. I'd much rather support local/regional businesses instead of the mega-corporations. You'll find personalized service and old-school hospitality here.”

4.2 Good9 Reviews

“I wanted to deposit a paper stock certificate into my account. Walked in on a Friday, and Patrick was very helpful and quick to process my request. I was told before that it could take an hour, but I think it only took like 30 minutes. My stocks were available to view on my app on the following Monday, so they processed it very quickly as well. Thank you so much!”

3.1 Average28 Reviews

“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”

3.4 Good5 Reviews

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