Investing near Addison, IL
30 locations found near Addison
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Investing
“I bought a house and I liked it but I knew when I moved in I wanted to do a few projects to make the house a home comfortable for me and because I had equity in the house I figured I use that to get the place suitable turns out because of my credit situation wasn’t all that great I was having a hard time getting approval for funding. So I googled home equity and found a few different options and one of them were home equity investments and through all the ones I found SKYDAN stood out a lil more and I gave them a call and they were able to help me with the cash upfront and also recommended me to a trusted partner that specializes in credit restoration which was my biggest hurdle. I’m grateful for Skydan equity partners for helping when I needed it the most.”
Investing
“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”
Investing
“Everytime I call I am greeted very friendly, I use the willowbrook branch more for convenience but do my depositing there. Friendly and know what they are talking about”
Investing
“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.”
Investing
“Let the success story of others attract you to your success. I have always had interest in binary trading so I can invest for myself and my family, but I was scared of lost until I got convinced by seeing a lot of people giving testimonies about Mrs. Cathy Frederick an expert binary trader. and then I decided to finally give it a trial, so far so good, I have made $15,500 in just a couple of weeks I started trading. Don't waste more time contact her via”
Investing
“Nicky Amore proved to be an knowledgeable consultant, demonstrating a personal touch and approachability with assisting in my financial journey. Her communication was notably clear as she make plain the purpose of Falcon Wealth Planning and elaborated on how she could address my inquiries regarding retirement planning. Offering a honest assessment of my financial goals, Nicky guided me through a comprehensive understanding of the next financial steps I should take.”
Investing
“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.”
Investing
“Ricky is a great worker, n all the other one's is good to. The securityguard Aretha is so nice.. I love my bank been with them for almost 5 years now😀😀”
Investing
“It is an “old school” bank, which is what I was looking for. They have decent savings account rates and they pay you back for any ATM fees. Customer service is good, rarely a line. I would recommend it.”
Investing
“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.”
Investing
“Because of my experience with Tiffiny, I love Community Bank of Downers Grove. I have been banking there for years Tiffiny made me feel so comfortable and welcome that I like them very much. We will be doing business for a long time.”
Investing
“I opened a business account today and didn't have everything I needed. My banker Tom was very helpful, made a phone call and printed the paperwork I needed from the State!”
Investing
“I rarely visited here in the past. Some of the employees don't seem happy here. Lately I do notice a friendly lady in the drive through and at the Teller line. She's the tall Bulgarian lady with a calm and welcoming warm smile on her face. I get to talk with her today, and found out her name is of Greek origin - Bolsa? Sorry if I got it wrong, I'm terrible with names. But I feel welcomed whenever greeted by / transacted with her.”
Investing
“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”
Investing
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“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!”
Investing
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“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
Investing
“My initial experience with Village Bank was with Matt Hammer nearly a decade ago and I was so impressed that I am opening an account for a new business. We have been happy with our other accounts with this wintrust bank. I'll update as soon as I finish opening my account.”
Investing
“I've had bank accounts at several banks in the area but I have to say that Wheaton Bank and Trust has been the most helpful. Recently we moved and I wanted to update my address. The local bank changed its records and then referred me to their tech department. The tech department changed my profile which allowed all of my bill payment payees to be notified of my address change made my life much easier. Thanks WBT! Jane H”
Investing
“Hello Wintrust. I want to share my experience today, 12/14, that I had at the Hinsdale Bank in Hinsdale, Illinois. I needed to get a new corporation off the ground and needed to open up a new business checking. The lady in the service department greeted me immediately and sat me down and proceeded to handle everything I needed to get it off the ground. She was very thorough and very clear on every aspect. I was in there possible 60-70 minutes and it seemed like 5. I was so relaxed throughout thanks to the young lady. When I brought the paperwork to my accountant after he was amazed how fast and and precise the folder was set up for me. Before I left I asked the young lady if it was rude if I asked her her age. She politely smiled and said “I’m 23”. Myself being 62 I was in total disbelief how professional and well seasoned she was. The last thing I said to her was please do me one last favor and she said sure. I said please go home and tell your parents what a wonderful job they did with their daughter. Thank you Alma. I look forward to doing business referrals in your direction.”
“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.”
Investing
“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.”
Investing
Investing
“Roger Smith at Edward Jones is the investment advisor to go to for solid advice and great investment performance. I've been investing with Roger for over 10 years and the portfolio has consistently met objectives. Edward Jones is one of the most conservative investment houses helping you sleep better not worrying about stability. Roger is very personable and talks through complicated financial concepts in clear and relatable ways so you understand what has happened or might happen in the future. Highly recommended!!”
Investing
“I can't begin to say enough good things about this branch I am a stroke aneurysm survivor and I have a difficult time remembering things but rest assure when I called the bank I was greeted by a very sweet and very professional young lady "Anastasia" I had called because I had to change something simple. She was so patient and sweet explained my options to me for the future and even told me about things they offer and just made me remember why I chose wintrust, she never made me feel bad or lost patience when I was struggling to remember what I was going to say, she made it easy this is something simple but I cherish it because I have been hung up on before NOT by the bank. Anyway I am greatful she is part of EGV Bank and Trust. Thank you for all you did for me.❤️”
Investing
“I have relied upon J. P. Cannata & Associates for my financial planning and tax preparation for over 16 years. The Company is a fixture in my life above and beyond finances. They have been by my side for all of my life’s stages: raising my daughter, going through a divorce, protecting my parents’ finances and care until their deaths, getting my daughter through college, starting a new Company. They are always available for my life’s innumerable questions: what car to buy; how to fill out a tax form; how to update my will. I’ve created a private system of dividing their team into spheres of support: I turn to Josh and his expert clarity when I want to understand quickly why the market is doing what it’s doing; I turn to Lindsey for her wisdom and honesty for understanding how to plan everything from budgeting to preparing for my retirement years; and I turn to Jack for those ultimate decisions because his guidance has always proven to be right. My family is safe and prepared because I have J.P. Cannata & Associates on my side. My wish is that every family have such a loyal, hard-working, prepared team as a fixture in their lives - above and beyond finances.”
“I have and have had well over 20 different institutions for checking accounts, even ones at the "same bank", (different charter). I have never experienced such a helpful manager. Ita Reilly is very customer focused and has put in the extra effort and taken the time to explain in detail every question I posed, as well as providing helpful information navigating the bank's processes and procedures. When I asked questions not common knowledge, she followed up after talking to the appropriate people, and really went the extra mile by following up on my new account, to make sure everything was going well. I highly recommend this branch for your banking needs.”