Investing near Highwood, IL
30 locations found near Highwood
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“I love Irina Lazar, Jerry and Leena at DFBT because they do their job and are nice about it. I've decided that the world is filled with all kinds of ppl that sit at desks st watch the clock. Not at Deerfield Bank. THEY SOLVE MY PROBLEMS and banking is not a hassle anymore for me and my goldendoodle, Lily!”
Investing
“Northview VP/banker Chris Kaiser exceeded my expectations in helping me with my 2023 RMD Qualified Charitable Distributions. Although it was late in the year, she made sure that the charities & I could benefit from this. Also, due to arthritis in my hands it was difficult for me to address the envelopes, so she did it for me.Chris is one of the reasons I am a customer of Northview Bank and Trust.”
Investing
“I absolutely love LFB. I don't even live in Lake Forest, but my sister does and LFB is her bank so I'm a devoted customer. The personal relationships that they form with their customers is such a refreshing way to do business. Shilpa and Tom are just fantastic - they seem to know everyone who walks in and they have the same professionalism and friendly demeanor with each and every customer, every time. Also, I've been to the drive thru at the other branches when I have my dog in the car with me and they always send a dog treat out for him with my deposit slip. Such a small gesture sets LFB from the other massive banks who have to seek out government assistance because their ridiculous fees aren't enough to keep them afloat. If you are tired of being just another number at your bank and not being able to talk to a human when you call, go see Shilpa or Tom!”
Investing
“Donya was so very helpful to me today! I had a big coin stash to cash in and she assisted me even though I do not have an account at Northbrook Bank. I will honestly think about going to this bank now because of the amazing level of customer service she provided. Both ladies at the front were very welcoming and helpful. I cannot thank them enough! It is so nice to go in and be helped to this degree.”
8:30 AM - 5:00 PM
540 Lake Cook Rd Ste 450, Deerfield
Investing
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
Investing
Investing
“My dad has a local account here and the tellers are very nice. I hate to say it, but I am very lazy and use the drive-thru window instead of walking into the bank. I especially like the holiday decorated deposit slips that they use...a little cheer for the sometimes drab winter weather. A word to the wise, don't even attempt to make a left turn headed westbound on Shermer or you're asking for an accident.”
9AM - 6PM
9711 Skokie Blvd Suite C, Skokie
Investing
“I like to compare money and financial planning to your physical health. If you don’t plan and invest intentional time in it then it’s going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office.Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals.If you need help taking your financial health to the next level then connect with Mallory and her team. You won’t regret it !”
Investing
“I called Barb Kubas needing a letter written and notarized. She was so very helpful got me what I needed in under an hour. This is a perfect example of why we bank with Lake Forest Bank. Excellent customer service!”
8:00 AM - 5:00 PM
500 Lake Cook Rd Ste 300, Deerfield
Investing
Investing
“I saw so many positive reviews about Mrs Kelly Robert and I must confess that surely she is a skilled professional trader and the best among all as her clients all said, she managed my account after I Invested $1000 and got a successful withdrawal of $12,000 within few days of my investment, up-till now am still so shocked and surprised "It always seems impossible until it’s done with Mrs Kelly, your hard-earned money is 100% secured/Safe trust me you have nothing to lose or to be scared of at all, You can contact her via.”
Investing
Investing
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
Investing
“Downtown Glencoe, really unique place and kind of neighborhood oriented place. Has many good restaurants, salon, shop, bank and pharmacy.. most of place are local so if you are here you don’t feel like crazyness. Everything looks good and clean. Like the place you are looking for after spending crazy time in traffic and Chicago area. The place street have feels like some European cities will all local shop.”
8:30AM - 4:30PM
1033 Skokie Blvd STE 500, Northbrook
Investing
“My advisor, Arthur Anderson, is so kind. I've never used any other advisor. He explains everything. I've been able to really map out all of my spending and goal plans with his help. He's even given me specific account help with my mom's estate. I didn't think i needed a financial advisor until i had a financial advisor! I'm really happy with his help.”
Investing
“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”
Investing
“Been here since 2009 and I have had the best service along with information, help with my accounts and gratifications. I’m glad to be part of Wintrust community banks.”
9:30 AM - 4:00 PM
1380 Patriot Blvd, Glenview
Investing
“Came in here for an issue related to my dad's account. Everyone was very friendly, I was greeted quickly, and told how long I had to wait. Customer service was great and I kinda wish this was my bank now.”
Investing
“I have been a customer at Libertyville Bank and Trust since they opened many years ago. I really appreciate the small-town vibe of the bank and the exceptional customer service they provide. I have recommended the bank to many friends who have had to pay fees to withdraw their own money from their banks. :)”
Investing
“I have been banking with Village Bank since they opened up quite a few years ago. I have always found the employees very helpful and friendly. I usually go to the Palwaukee Plaza branch, nice people, convenient parking, and a coin counting machine. I can't ask for anything else. Bill R.”
8AM - 6PM
633 Vernon Ave, Glencoe
Investing
“We have been banking here for years and have never had a negative experience. In fact every time we visit we are treated like we are their very best customers. (We are not) We would never consider switching to another bank. An excellent everyday bank and a superb bank for more involved transactions.”
8:30AM - 5PM
445 Skokie Blvd, Northbrook
Investing
“I had such a great experience working with Sagar Sheth on my retirement plans. Sagar was knowledgeable and patient, answering all of questions, making me feel very comfortable with information that I am not all that knowledgeable about. I know that I’m in good hands with the staff at this particular Schwab location. Kathy Borkovec was also a huge help with getting things started. The communication from Sagar and Kathy was extremely impressive, and I highly recommend their services.”
9AM - 5PM
5215 Old Orchard Rd #850, Skokie
Investing
“I have used ShankerValleau for over 35 years. with Larry, and John and the rest of their team and I highly recommend them . They have provided my business with excellent accounting services plus I am now able to retire to their great wealth management services”
8AM - 5PM
5750 Old Orchard Rd # 520, Skokie
Investing
“The service and performance from Andrew and the Jones Team is outstanding. I've referred my family and many friends to Andrew and he has exceeded our expectations.”
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G Fred Hillger - Financial Advisor, Ameriprise Financial Services, LLC - 540 Lake Cook Rd Ste 450
8AM - 4PM
540 Lake Cook Rd Ste 450, Deerfield
Investing
“Mr. Hillger provides comprehensive financial planning advice in a very friendly manner. He is extremely knowledgeable and treats you like family. I strongly recommend him!”
Investing
“This is a nice bank that offers free coffee and cookies to start.Needed to take care of some business at the bank and Mi, Business Mgr. helped us very much. Thanks again!”
8:30AM - 4:30PM
479 E Business Center Dr Ste 109, Mt Prospect
Investing
“I met Tony at Edward Jones many years ago and have been working with him and his wonderful team ever since. We go so far back that I’m pretty sure I’m Client # 1. Any time I have a question or need some information, the team is there for me. Thank You Tony and the EJ Team for everything you do.”
Investing
“What a wonderful bank! Caring people, delightful service, hot coffee and sweets. Most of all, I love the friendly people here. Elizabeth Taylor, the bank manager is wonderful.”