Investing near Glen Ellyn, IL
30 locations found near Glen Ellyn
View Map8:30AM - 5:30PM
357 Roosevelt Rd, Glen Ellyn
Investing
Investing
“I opened a business account today and didn't have everything I needed. My banker Tom was very helpful, made a phone call and printed the paperwork I needed from the State!”
Investing
“Everytime I call I am greeted very friendly, I use the willowbrook branch more for convenience but do my depositing there. Friendly and know what they are talking about”
9AM - 5PM
1145 N Arlington Heights Rd, Itasca
Investing
“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.”
Investing
“I have and have had well over 20 different institutions for checking accounts, even ones at the "same bank", (different charter). I have never experienced such a helpful manager. Ita Reilly is very customer focused and has put in the extra effort and taken the time to explain in detail every question I posed, as well as providing helpful information navigating the bank's processes and procedures. When I asked questions not common knowledge, she followed up after talking to the appropriate people, and really went the extra mile by following up on my new account, to make sure everything was going well. I highly recommend this branch for your banking needs.”
Investing
“Nicky Amore proved to be an knowledgeable consultant, demonstrating a personal touch and approachability with assisting in my financial journey. Her communication was notably clear as she make plain the purpose of Falcon Wealth Planning and elaborated on how she could address my inquiries regarding retirement planning. Offering a honest assessment of my financial goals, Nicky guided me through a comprehensive understanding of the next financial steps I should take.”
9AM - 5PM
170 S Bloomingdale Rd, Bloomingdale
Investing
“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.”
Investing
“The staff here is extremely courteous and knowledgeable. They really understand the financial needs of their customer. It’s a must visit branch I would highly recommend for personal and business both.”
Investing
“First thing. Im not an account holder there, yet! I called them and i asked a woman if they have coin counting. She said yes we do. And they dont take a percentage of it like Coinstar does even if your not an account holder there. I also heard on the radio that you can use any atm nationwide for free!! Thats so awesome!! Im ganna be switching from PNC to here now!!”
Investing
“The experience was painless because of my LO. I made the mistake of hiring a lawyer who was less than competent, and ran into issues with communication with him. I was left in the dark a bit, but luckily was able to contact my LO who helped get me the information I was looking for. Additionally, the contract with the seller lacked certain amendments I had discussed with my lawyer. My LO was able to save the day and make getting into my new home a reality instead of a failed proposition. The level of professionalism and knowledge from the Wintrust team is of the highest standard out there. I highly recommend Wintrust, and more specifically, Catherine Golz for financing your new home or re-financing your current home!”
Investing
“Because of my experience with Tiffiny, I love Community Bank of Downers Grove. I have been banking there for years Tiffiny made me feel so comfortable and welcome that I like them very much. We will be doing business for a long time.”
Investing
“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.”
Investing
“Got in early & Ramon Reyna helped as soon as I walked through the door. He is very polite & helpful & was eager to be of my assistance. This is the best bank ever!”
Investing
“I rarely visited here in the past. Some of the employees don't seem happy here. Lately I do notice a friendly lady in the drive through and at the Teller line. She's the tall Bulgarian lady with a calm and welcoming warm smile on her face. I get to talk with her today, and found out her name is of Greek origin - Bolsa? Sorry if I got it wrong, I'm terrible with names. But I feel welcomed whenever greeted by / transacted with her.”
Investing
“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”
8:30AM - 5PM
8 W Burlington Ave, Westmont
Investing
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“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!”
Investing
“I have been a client of Streamline's for the past 25 years, basically since the beginning of my retirement saving process. Though a small fish in a huge pond, the team at Streamline over the years has been absolutely wonderful. Always willing to answer my questions, assist with the things I need help with. They even reach out to me to see how I am doing. Tim, Dave, Matt and the team are top notch.All of this was reinforced during a recent visit I made to their offices. The first in several years. A beautiful and welcoming place, and Matt took great care of us during our time there. I certainly felt that our desires were heard, and suggestion were made for how we could move forward with our retirement planning.I would highly recommend Streamline to anyone looking for a Wealth Advisor or Financial planning company.”
8AM - 4:30PM
33 E Hattendorf Ave, Roselle
Investing
8:30AM - 5PM
500 W 22nd St, Oak Brook
Investing
“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
Investing
“Very friendly and professional place to do business.The staff here has always been terrific. Rates are competitive, but if you want the personable service that is lacking in today's business world, you need to bank here. They know you when you come in and they make you feel appreciated.Only con, but my understanding it is our mixed-up banking industry, are some fees are exorbitant. Fees need to be lowered or eliminated for regular customers.Our family HIGHLY recommends Naperville Bank and Trust, a WINTRUST Company.”
Investing
“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!”
Investing
“I've had bank accounts at several banks in the area but I have to say that Wheaton Bank and Trust has been the most helpful. Recently we moved and I wanted to update my address. The local bank changed its records and then referred me to their tech department. The tech department changed my profile which allowed all of my bill payment payees to be notified of my address change made my life much easier. Thanks WBT! Jane H”
Investing
“Hello Wintrust. I want to share my experience today, 12/14, that I had at the Hinsdale Bank in Hinsdale, Illinois. I needed to get a new corporation off the ground and needed to open up a new business checking. The lady in the service department greeted me immediately and sat me down and proceeded to handle everything I needed to get it off the ground. She was very thorough and very clear on every aspect. I was in there possible 60-70 minutes and it seemed like 5. I was so relaxed throughout thanks to the young lady. When I brought the paperwork to my accountant after he was amazed how fast and and precise the folder was set up for me. Before I left I asked the young lady if it was rude if I asked her her age. She politely smiled and said “I’m 23”. Myself being 62 I was in total disbelief how professional and well seasoned she was. The last thing I said to her was please do me one last favor and she said sure. I said please go home and tell your parents what a wonderful job they did with their daughter. Thank you Alma. I look forward to doing business referrals in your direction.”
Investing
8AM - 4:30PM
1807 S Washington St Suite 111, Naperville
Investing
8:30AM - 5PM
19 W Chicago Ave, Naperville
Investing
“Love this particular location of Charles Schwab! Everyone here is super friendly and great to work with. Whenever I have any investment questions or just need to check on my accounts, they are all eager to help and chip in how they can. Super personable as well - they remember you which makes their customer service great. They have a lovely seating area and offer coffee/tea while you wait if you have scheduled an appointment. They also can walk you through the online portal if you work with them as well.”
Investing
“I can't begin to say enough good things about this branch I am a stroke aneurysm survivor and I have a difficult time remembering things but rest assure when I called the bank I was greeted by a very sweet and very professional young lady "Anastasia" I had called because I had to change something simple. She was so patient and sweet explained my options to me for the future and even told me about things they offer and just made me remember why I chose wintrust, she never made me feel bad or lost patience when I was struggling to remember what I was going to say, she made it easy this is something simple but I cherish it because I have been hung up on before NOT by the bank. Anyway I am greatful she is part of EGV Bank and Trust. Thank you for all you did for me.❤️”
Investing
“I have relied upon J. P. Cannata & Associates for my financial planning and tax preparation for over 16 years. The Company is a fixture in my life above and beyond finances. They have been by my side for all of my life’s stages: raising my daughter, going through a divorce, protecting my parents’ finances and care until their deaths, getting my daughter through college, starting a new Company. They are always available for my life’s innumerable questions: what car to buy; how to fill out a tax form; how to update my will. I’ve created a private system of dividing their team into spheres of support: I turn to Josh and his expert clarity when I want to understand quickly why the market is doing what it’s doing; I turn to Lindsey for her wisdom and honesty for understanding how to plan everything from budgeting to preparing for my retirement years; and I turn to Jack for those ultimate decisions because his guidance has always proven to be right. My family is safe and prepared because I have J.P. Cannata & Associates on my side. My wish is that every family have such a loyal, hard-working, prepared team as a fixture in their lives - above and beyond finances.”
“Tom Olson is one of the most considerate caring assistant vice presidents. He has helped me with 2 annoying problems and made sure he came up with a solution. He went above and beyond today. He cares about their customers. Thank you.”