Investing near East Dundee, IL

24 locations found near East Dundee
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“We recently went for our annual review with David. He and his staff are welcoming and professional. His depth of knowledge is commendable and I always feel he has our best interest at heart.”

5 Superb42 Reviews

“I have been using Jim and Dan for 20+ years and have trusted them explicitly. Anytime I have had a problem they are always ready and available to assist me in getting any IRS issues handled quickly.Thank You !!”

4 Good17 Reviews

“I have been going to this bank since it opened. They're extremely nice and customer service oriented. It's a really friendly neighborhood feel when you go in there and the same people have been in there for a very long time and they know who you are when you walk in.”

4.9 Superb27 Reviews

“Great staff always helpful and courteous. Lobby has limited hours during pandemic. Appointments available for more than routine banking. Very friendly atmosphere. Coin machine free. Associates provide the service. Drive thru and ATM outside.”

4.7 Superb24 Reviews

“Carl Oguamanam is great to work with! He has a highly professional team and closing loans together is a breeze! I look forward to many more opportunities to work together. Thanks, Carl!”

4.6 Superb19 Reviews

“We have been customers of Algonquin bank and trust for our businesses for years. They do everything very timely, and are always helpful and responsive to any of our needs. Friendly and helpful staff. Would highly recommend this bank.”

4.2 Good35 Reviews

“I usually go to the Cary Bank and Trust but the one time I had to go there was because Cary Bank's machines were acting funny so they told me to try Crystal lake. First time I have went there I was greeted nicely by Cindy Suarez, she did an outstanding job, and I was impressed by the way she greeted me and took care of the situation. She got me a card and I was on my way. Outstanding job Cindy!”

4.2 Good29 Reviews

“Dan Pagano is a top notch LO! It's always a pleasure working with Dan and his team. I strongly recommend giving Dan a call for your next real estate transaction!!!”

4.1 Good29 Reviews

“Our loyalty to this bank spans over four decades, having been valued customers since 1982, when we first moved to the area. Throughout the years, the level of service and attention we've received has been nothing short of exceptional. Unlike the impersonal experiences often encountered with other banks, this establishment consistently shines with a genuine personal touch. Adam, along with the tellers and personal bankers, has consistently demonstrated competence, kindness, and an unwavering commitment to exceptional service. Dealing with them is always a pleasure, and their warmth and professionalism make banking here a truly enjoyable experience. Without a doubt, a stellar 5.0/5.0 stars!”

4.6 Superb6 Reviews

“They have rare US currency, and free student checking with no minimum balance, a great mobile app, (up to) 5 atm fees waived per month (anywhere), free coin counting, good interest rates on savings and CDs, and apple pay support! Phone support was good (in my experience, as they are able to easily put a stop charge on) Tellers are always super nice with me too.”

3.8 Good42 Reviews

“Victor treated our rather small retirement account with the same attention given to larger accounts. I appreciate his patience in crafting a workable plan for our retirement. I have not always felt valued by other firms, but I do here. I have more confidence in the process based on the financial advice provided.”

5 Superb2 Reviews

“I've been a client with Jim for 5 years. He's always quick to get the information I need or provide his thoughts on an investment I'm looking at as well as providing general financial coaching. The investment account that he manages for me has performed better than S&P500 returns consistently. Happy to be a client and look forward to seeing what heights this money can reach.”

5 Superb2 Reviews

“I have used Patrick O'Connor for many years as my sole financial advisor. He is the utmost professional, very personable, and a real genius (Mensa member) and an all around great guy. His investment advice is Top-Notch... I could never do this alone. My wife and I thank God all the time that we found Patrick early in life, to prepare a carefree retirement for us later in life. The Best Out There, Period!”

5 Superb2 Reviews

“Jared is awesome! Honest, helpful, super knowledgeable, explains things clearly, communicates well, listens to our goals and concerns, and mostly seems to genuinely care about his clients. I have had one other financial advisor before to compare and Jared at Edward Jones is the best by far.”

5 Superb1 Reviews

“ALWAYS HAD OUTSTANDING SERVICE AT BIG TIMBER LOCATION IN ELGIN OWEVER I AM LEGALLY BLIND AND CAN'T READ YOUR TRANSACTION SLIPS. LIGHT GRAY ON WHITE IS TERRIBLE!!kSLIPS SHOULD BE BOLD BLACK ON WHITE .I TRULY HOPE THIS IS CHANGED!”

3.3 Good12 Reviews

“Patrick is the most thoughtful, trustworthy, and experienced financial professional I have ever had the pleasure to work with. He has a true dedication to his clients and makes time to help them and their families.”

0 Na0 Reviews

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