Investing in Chicago, IL

29 locations found near Chicago

“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”

5 Superb65 Reviews

“Brendan Michael is a very good employee. I receive the best banking experience I have ever had when I see him at Wintrust and I say this truthfully and whole heartedly. His customer service is that of nothing less than an expert.”

4.7 Superb77 Reviews

“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.”

5 Superb49 Reviews

“I recently visited this branch and had a fantastic experience thanks to the incredible team working the front line. Specifically, I want to recognize Aleks, Rafael, and Lupe for their outstanding professionalism.”

4.7 Superb35 Reviews

“I went to open a bank account and i just wanted to say Eloisa Estrada made the experience of opening my bank account incredibly smooth and enjoyable. She was genuinely kind, patient, and attentive, taking the time to explain everything clearly and make sure I felt comfortable every step of the way. Her professionalism and positive attitude really stood out, and it was clear she takes pride in providing excellent customer service. Thanks to her outstanding support and friendly approach, what could have been a stressful process turned into a very pleasant one. Thank you Eloisa!”

4.6 Superb42 Reviews

“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!”

4.9 Superb21 Reviews

“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.”

4.9 Superb19 Reviews

“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.”

5 Superb17 Reviews

“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!”

4.6 Superb27 Reviews

“I’ve been needing to go to the bank a lot for my new job, and Omar has been there every time and been super amazingly helpful in getting me what I need. 10/10!”

4.6 Superb22 Reviews

“Honest, creative , flexible employees who go out of their way to satisfy their customers. Although a Community Bank by description their decision makers don't place focus , involvement, monies to certain successful Community groups.”

4.4 Superb32 Reviews

“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!”

4.9 Superb15 Reviews

“We love Wintrust on 26th and Homan! We’ve been banking with this branch since they opened, and they are always super friendly. Juan has been the one to help my husband and me through all of our banking needs. They truly are a great part of our community, and the whole branch even remembers my kids!”

4.3 Superb23 Reviews

“I have been banking with Wintrust for years and they always have amazing customer service. I recently opened a business account for my small business and I am thrilled with the perks!!! $300 bonus for opening the account, I can Zelle from my business account, and no minimum balance! What more can a small business ask for!! Thanks Tom and Shameika”

4.2 Good26 Reviews

“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.”

4.5 Superb16 Reviews

“I have had a awesome experience coming in the bank. Banker Jorge medrano is very helpful helping me out. I also have had customer service Through out all services.”

4 Good32 Reviews

“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!”

4 Good29 Reviews

“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!!!”

3.7 Good58 Reviews

“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!”

4 Good22 Reviews

“The folx who work at this branch are always so welcoming and helpful. Alexandria was so kind and considerate when helping me with stressful tasks. So glad to bank locally ?”

3.8 Good32 Reviews

“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.”

4 Good21 Reviews

“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.”

4.6 Superb18 Reviews

“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.”

5 Superb8 Reviews

“Mark Anleitner was very knowledgeable and friendly. He was able to break things down in a way that I understood. He was able to create a plan specifically for me!”

3.2 Average19 Reviews

“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.”

3.8 Good11 Reviews

“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”

3 Average23 Reviews