“Serenity Wealth Management is an amazing company. The team is super responsive to all of their client's needs and is very patient with questions. I would highly recommend them as fiduciary advisors. Thank you so much for your quick responses and support.”
“Overall a great experience. Everyone is friendly and greets you as you come in the bank. Jasmin was extremely helpful and referred a savings account for my son and even took her time to run the coin he brought in with him. Will continue going to the sauganash location.”
“I have just compliment for staf for owner
For customer service.
Very professional and helpful what is for customer important .Great Bank.
Thank You”
“I started banking with Pullman Bank & Trust numerous yrs ago & have been pleased the personalized service I received. My original banker ( Ms. Marie) still remembers my name and even though she has moved up into senior management, she has introduced me to other personal bankers to assist me, including Ms. Donna who was very patience with a recent transaction which took more than normal time accumulation & was very patience. This is was I do a lot of banking with the. Biggest plus is free ATM wherever I go with fee reversal.”
“Th manager at this branch (I assume he's the manager) Malik is awesome! Always helpful, always responsive, personable, and professional. I had a less than stellar experience at a different branch and was about to close my accounts. Malik called me and suggested that I visit his branch so that he could provide "exceptional" service. I would have settled for good service. He made good on his promise and I'm a happy customer. That plus the interest rates at Wintrust are better than most.Seems I will be sticking around for a while.”
“CTS Financial Group has been handling my taxes since I can recall. We have had many different requirements and changes in needs over the years. Max is always very patient with my questions and often give me advice to help anticipate future situations. No matter the situation I know from experience that Max will take care of it. From start to finish they are very responsive and make the experience stress free. The CTS team does an amazing job!”
“First American Exchange Company has tremendous expertise in 1031 exchanges, and that is combined with the ability to make complex rules easy to understand and navigate for the property owner. Jeannie Burke in particular is an excellent asset of the team for answering the many technical questions that arise!”
“I went into this branch in order to get a form notarized (Facebook needed me to confirm my identity in order to post political ads). The branch manager who is also a notary took me into a room and I was in and out in a few minutes - easy and painless. If you need something notarized, and this location is close by, I recommend going here!”
“It is only fair to update this report since Gloria Crespo took the issue to the bank's management and its auditors, and then respectfully updated me. It has now been determined that the bank practice in question will no longer be required. Because Beverly Bank listened to a customer that questioned a policy, and then re-thought the value of the policy, I must conclude that it is a very good place to bank. It will continue to hold my business, and most importantly, my trust.”
“This bank has been a blessing to my wife and I. VPBranch manager Sam McLean treated us like family. My wife had had head surgery from a car accident and my identity had been compromised. He walked us through our options and kept us from drowning in our bills. I wish all banks valued their customers the way Wintrust Uptown does. I will never leave this bank.Thank you Wintrust Uptown for treating your clients like family.”
“Great bank. Excellent customer service. Very friendly and helpful tellers, bankers, and security. Martha, Cesar and Kayla are the best! It’s a community bank and they are very warm and welcoming and treat their customers well. A breath of fresh air compared to the large national banks.”
“Karen Arriage is my personal business banker at this branch and we couldn’t be more thankful for her constant attention and professionalism. Karen is quick to problem solve, and attend to our business needs. She is the best part of Wintrust and of that Branch. Kudos to Karen and thank you for making our banking easier.”
“Wintrust has been my bank for a long time; starting in the Mayfair neighborhood of Chicago, then switching to Lagan Sq when I moved to the area. The tellers have always been helpful, welcoming and friendly, but it’s the personal bankers and bank manager that really make the place special. They know me by name, and never hesitate to say “hello,” ask about my family, and have helped me at their earliest convenience. They are communicative and have made my banking experience an excellent one. A special thanks to Ivelisee, Ruth and Nancy for their kindness, their expertise and interest!”
“First, I would like to address the fact that someone rated this firm with one star and I was in shock of that rating! Please look at Chicago Partners response to that review before taking that review into consideration.Now, for my honest assessment as a REAL client of Chicago Partners. I have been with CP for 6 years and each and every time I have an interaction with them I am thoroughly impressed and thankful they are my partner in wealth management. The industry of wealth management has evolved and CP is at the cusp of that evolution. From fair and equitable rates to suggestions on various investment ideas that the general public is not aware of (I work in the financial industry and was not aware of all these different investment vehicles) CP checks so many boxes.Honest, hard working, knowledgable, analytical, creative, caring, and a wonderful fiduciary to have in your corner as you execute your financial plans. This is what wealth managers should aspire to replicate. One of the best financial decisions I have made was going with CP!Feel free to reach out to CP and ask them for my contact to talk further about them.”
“Very Helpful; hip to security issues, they stopped a scammed from removing my funds because they knew me.
Yes you might have to wait, because they spend time with you!
Love this bank!”
“The head teller and the younger female teller go above and beyond. The personal and caring professional manner is what you want when performing financial transactions. These professionals can’t do enough to always offer assistance . I am most impressed with the community feeling and caring style that Wintrust provides.”
“I've with different banks. I first started when a bank was in Evergreen Plaza. They closed and opened on 99th and Western as Southwest Financial. That's when I met the wonderful Chris and eventually lovely Olga. The wonderful customer service that I received was stellar!! Then Southwest Financial became Wintrust's Beverly Bank!! There was no way that I was leaving the family that I was established withThe patience, kindness, and professionalism!! Then I met Sandra (Sandy, as I call her!) I will follow my banking family to the end! THANKS BEVERLY BANK!!!”
“I love banking here! Wintrust gives back to the PILSEN community at any chance they get. They help create wealth within our community and it also helps that the staff is super friendly.Sinceramente,Sergio y PriscillaDeCOLORES”
“I been visiting this bank since 2003 and it has always been a excellent experience. Mayra Sanchez lately helped me with my bank needs and she offered me very professional and friendly service. Thanks”
“I've relied on Colin's expertise twice, and I intend to work with him again in the future. The communication is easy, thorough, quick and straightforward. The same goes for the process. He provided me with a game plan for rebalancing my portfolio, which is something I've needed to do for a while. He takes the pain out of the painful process of investing.”
“Customer service is what I'm rating- they have been very kind in my experience and have helped answer any questions very concisely. Seems like the professional side of things is very smooth as well”
“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.”