Investing near Glen Ellyn, IL

25 locations found near Glen Ellyn

“Evelyn Rodriguez and her team offer friendly and professional service, not only for my personal banking but for my clients. The service they offer is far and above superior to other banks I have worked with over the years. I happily refer them to my clients and friends.”

4.6 Superb34 Reviews

“Everyone at Naperville Bank is very welcoming and friendly. Our relationship banker today was Suman Sharma she is very knowledgeable and helpful and was very helpful taking care of our needs.”

4.8 Superb42 Reviews

“I had the opportunity to speak with Jason today, and I couldn’t be more grateful. I was a little nervous going into the conversation, but he made it so easy and comfortable right from the start. He was incredibly helpful. Jason truly focused on understanding my goals and offering an honest, thoughtful assessment of my situation.
After our conversation, I feel more confident and clear about the path ahead. It’s reassuring to know I’m on the right track, and even more so to know that Jason genuinely cares about helping me move forward in my Baby Steps to reach my goal.
Thank you so much, Jason, for your time, guidance, and encouragement. Your support made a big difference!”

4.7 Superb37 Reviews

“In my 20+ years in business, my company has used a few banks. This bank is by far the best. They are always attentive to our needs, the bankers always go above and beyond to solve any issues that ever arise. I highly recommend them for business and personal banking needs.”

4.9 Superb22 Reviews

“I have worked with Dona Ufnal for many years. She has always assisted me in investing my assets at the highest level. She is personable, helpful and works in a timely manner. I live in another state and she communicates with me like I am standing at her desk. I couldn’t be happier with her and Naperville Bank and Trust. I feel like she is a personal friend as well as an investment guru. Dona is more than 5 stars for me!”

4.8 Superb23 Reviews

“Great bank with excellent service! I do both my personal and business banking at the downtown Naperville location. The team there is always friendly and helpful!”

4.8 Superb22 Reviews

“Tyler and Carmen were super friendly and spent plenty of time with my father and me to be sure we had all of the account information set up properly before we walked out the door.”

4.7 Superb25 Reviews

“I've been banking with Wintrust for 26 years and counting! I went in last month and was helped by Dave Perucca. He helped me open a CD and savings account. He was so nice to work with-- super professional, friendly, and answered all my questions. Thanks Dave!”

4.5 Superb36 Reviews

“In a time when genuine customer service feels rare, this branch delivered above and beyond. I’m looking forward to being part of a bank that values personal connections and takes such great care of its clients. Mohammed‘s attention to detail and exceptional customer service made this experience stand out.”

4.6 Superb27 Reviews

“I opened up a savings and checking account with Shuwaita at the Clarendon Hills Bank a few months ago. She has followed up and been so attentive to making sure my needs are met. Wonderful banker and bank to get involved with if you want an organization that cares about you and your experience!”

4.7 Superb23 Reviews

“Our experience with Yesenia was great! She was very attentive, knowledgeable, and very accommodating of our needs as a small business as well as our personal banking needs. We are very excited and thankful to be banking with a bank who is eager to meet our needs and help our business to be more efficient and seamless, not to mention, feeling like we matter and not just a transaction. Thank you Yesenia for your time and attention!”

4.5 Superb30 Reviews

“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.”

5 Superb15 Reviews

“I have to give a BIG shout out to an employee Danial Noor Relationship Banker. He was so welcoming and professional. But, most of all he solved all my banking needs. Excellent customer service !!!!”

4.8 Superb18 Reviews

“Thank you so much to Kelly Ke. Kelly is brilliant, and answers all questions perfectly. Kelly made me feel secure, informed, and happy. Kelly is quick to get back to you, and extremely knowledgeable. Thank you again Kelly!”

4.4 Superb39 Reviews

“Highly recommend this location! I had an outstanding experience. I dropped in around 12:30pm on a Saturday (my bad, Ithought they were open to 2) to open a new account, and Patti C. was absolutely fantastic. She was thorough, patient, and such a genuine pleasure to work with. I’ve been a customer on and off for years, but after this visit, I’m hooked for life!”

4.8 Superb17 Reviews

“Great local bank. Have you opened a savings account for your child? If not this is the place to go NOW. They have a special window and even stair steps to get the kido up to the window to feel big as they do their deposits. Love this bank!Oh Yeah...Ladies have to much change in your purse? Pop in and pour it in the machine to the left of the clerk windows, take the reciepit to the window and get your cash.... FOR FREE. Yep no fees are taken out and before you ask no you don't need to have an account with them to use this great service!”

4.4 Superb31 Reviews

“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.”

4.8 Superb16 Reviews

“Tiffany at the Downers Grove branch was so helpful, friendly, and efficient in setting up accounts for our children. Great experience and so glad we are using this bank.”

4.3 Superb27 Reviews

“Sikich offers numerous services to help businesses succeed, and I've personally watched team members go out of their way to ensure their client's success. I recommend Sikich through and through.”

5 Superb11 Reviews

“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”

4.3 Superb19 Reviews

“I had been watching You Tube videos of Dave Zoller and Streamline Financial for over a year before deciding to switch financial advisers. What drew me to Streamline was the focus on not just wealth building but tax preparation and the importance of being emotionally prepared for retirement. I found my transition to Streamline to be very smooth working with Carolyn and Luke to get everything set up. Carolyn was very patient and professional and it was an overall excellent experience. My initial call with Luke was also handled in a very professional, caring manner with Luke asking very specific questions in order to get to know me and my wife before recommending a path forward. Luke paid attention to more than the financial pieces and was genuinely interested in what our plans were when we retired. I found Luke to be very patient as we worked through this process and open to our thoughts and ideas while aligning with Streamlines philosophies. Overall we could not be more pleased with our experiences with Streamline and we look forward to the strategies for managing tax concerns while continuing to build wealth, be able to donate to our charities and being able to enjoy travel and adventure throughout this next phase of life. I strongly recommend Streamline Financial for anyone looking for a professional, focused company to manage more than just investments but also need assistance with tax strategies and adjusting to the emotional changes associated with retirement.”

4.2 Good9 Reviews

“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!”

3.7 Good20 Reviews

“We worked with Ben Bjork who was recommended by the 1800 fidelity number. We had such a good experience he helped us create a joint account, invest, adjust IRA money, and create a solid 5 year plan. He really prioritized what was best for us. I didn’t really expect to find someone who was looking out for our family over their pocket/company profits. We highly recommend his services and look forward to working with him for our future. If your considering making any changes to your accounts Ben would be a great asset to your financial future.”

2.8 Average28 Reviews

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