Investing in Chicago, IL
29 locations found near Chicago
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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
“Since moving to Chicago, I wanted to bank with a local banking institution. Hyde Park Bank's 57th Street location has been phenomenal since opening both a checking and savings account. The level of customer service, acumen and care to their customer's needs set a new bar in client service and relations. I highly recommend Hyde Park Bank -57th Street location!”
Investing
Investing
“I love this branch everyone is so nice and professional. However there is one relationship banker here in particular named Jeffrey that stands out the most. His demeanor is so charismatic and charming, Handsome too!! I highly recommend working with him if he's available!”
Investing
“Alexandra is an asset to your company.She is always professional, kind, very helpful, and great customer service. And she always interacts with you with a very warm smile.That is my experience with her every time I come to the bank. God bless you Alexandra for your kind and professional service.”
Investing
“Been with the bank since 2021. The bank tellers are always pleasurable and nice. They do an excellent job at creating a familial space for me when I come in. Ms. Shivahn went above and beyond to handle a matter for me and Ms. Cindy makes herself available at all times. Ms. Deidre and Donna are the best duo to ensure everything is in order and in tact, you can see the partnership and it makes coming in a smoother experience. If things are out of compliance Ms. Marie Champs has no problem assisting you in anything you may need. The mere fact that as a business owner know 95.% of my bank speaks volumes!!!”
Investing
“I love my bank! I opened an account and they gave me $300… I’m so excited. The staff is very helpful . My checking account is free no fees. They have a free machine to count my change too. So happy I decided to bank at Wintrust it’s always a nice experience. Free ? too! I always recommend to many friends.”
Investing
“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!”
Investing
“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!”
Investing
Investing
Investing
“I really enjoyed my internship with Chicago Partners this past summer. Their work environment was welcoming and professional, and they wanted the best possible experience for their interns. They put their clients first and go out of their way to ensure their needs are met. I am grateful I was able to learn from some incredible mentors at Chicago Partners.”
Investing
“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!”
Investing
Investing
“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.”
Investing
“Wrapping up my first 1031 exchange so I had many questions throughout the various stages. My assigned team (Team Merz) at First Exchange were all friendly, knowledgeable, extremely responsive to email & phone inquiries and kept me informed along the way. I really felt supported throughout this process and it went a long way to making this complex process very manageable. Overall fantastic experience.”
Investing
“When I walked into the bank, I was greeted by the nicest guard who got a cup of water for me.Michael daniels was beyond helpful and answered my questions in a way that made me knowledgeable about my new account. If I could give a higher rating, I would!!”
Investing
“Mina and Anna have been so wonderful through the last 10 years of being our businesses bank- if we needed answers they got them and have been very responsive when we've had questions or to tackle issues. It's a bank strongly rotes in the community of Rogers Park and I really appreciate that- thanks for always being there- especially through all this COVID crisis paperwork!”
Investing
“We've had nothing but excellent experiences banking with Wintrust. Great service and rates. This branch location in particular is clean and quite pleasant. Highly recommend!”
Investing
“Great customer service no concerns. If you needed to cash coins, they have a self serve machine you can use for the free. It will give you a receipt and you take it to the teller and they'll cash it.”
Investing
“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”
Investing
“Over the past 10 years, Colin has been my go-to for financial strategy, so this review is due for an update. A lot has changed in a decade - including the fact that I no longer live in Chicago - but Colin has masterfully guided my financial plan every step of the way. It still surprises me that 4 different CPA's I've worked with over the years don't have half the knowledge about these topics as he does. Colin is some kind of extraordinary blend of your accountant, your financial advisor, your dad, and your best friend rolled into one with a charming sense of humor. His advice is practical, sensible, and fantastic. He has a way of distilling the most complex and variable of scenarios into excellent advice you'll wish you had thought of. On top of that, without getting into specifics, his sense of integrity is just otherworldly. He is the kind of person you would trust to watch your kids. When 99% of the financial world is trying to "sell" you on some kind of scheme or product, Colin actually cares about you. As a trained scientist, and a naturally skeptical (but optimistic) person, Colin continues to wow me every time - it's the kind of wow like "wow, why didn't I think of that". I would not hesitate to give Colin my highest recommendation.”
Investing
“I had an exceptional experience working with, both Latasha and Chanel! I couldn't cash a check due to some unforeseen issues, but Latasha and Chanel went above and beyond to resolve the issue promptly. Their professionalism, knowledge, and dedication to customer satisfaction are truly commendable. Thanks to their expertise, I was able to get my funds without any additional hassle. I highly recommend them both for anyone seeking outstanding banking assistance. Five stars all the way! ⭐⭐⭐⭐⭐Thank you two ladies again. I’ll see y’all next week.”
Investing
“Brian Sweetman is amazing I live in South Florida Brian does a great job working with. David Rosenfeld to bring out the best in Schwab. The customer service Schwab provides customer is the best in the business. They do and amazing job at adjusting to your needs the integrity and followup is the standard that all should follow. When I retired I gave every broker E trade, TD, Merrill, Fidelity a test run since I wanted to pick my one for the rest of my life making sure my family was in good hands. By accident I drove by the Schwab office in Boca and the party was over for every other broker from day 1 they went the extra mile everyday and twice on Sunday. I had no preference when I started my Journey but in the end it will be impossible for me to even consider leaving Schwab t is people like Brian and David who make you feel special it is the rest of the Schwab team that makes sure that no stone is left unturned. Thank you Schwab you are amazing”
Investing
“I love the interior, a mix of neoclassical and Gothic Revival architecture with Art Deco influences. For Open House, we got to see the notably massive 88,000-square-foot grand banking hall on the second floor”
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”
Investing
“I am a long time Wintrust client both personally and with my business account. I sincerely enjoy the staff and service I have received when visiting the North Avenue Branch.”
Investing
“Brian(I forgot how to pronounce his name as he was covering front desk) was a great guy to deal with at this branch, he actually took time to express the his thoughts as a customer instead of the business man. I respect that a lot as a business owner myself. I highly recommend this branch and service from this investment firm.”
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