Investing near Lemont, IL

12 locations found near Lemont

“Excellent family oriented customer service. Doesn’t treat you differently even with low balance accounts. Great to us and our kids, has a lot of extended and more rare services like bonds and wires.”

4.8 Superb24 Reviews

“Top notch company..Very thorough and knowledgeable..Jim made this happen faster than we thought possible..Highly recommend Jim and SKYDAN EQUITY PARTNERS if you are debating on whether to contact them please do, you won't regret it..Thank you all..”

4.9 Superb68 Reviews

“This bank is easy to get to from any direction. Once there, I was greeted immediately. In particular, Ms. Maria, Ms Emily, and Ms Diana were extra helpful and their level of service is beyond compare. Give them an opportunity to earn your business. I believe you'll be impressed as I was.”

4.7 Superb29 Reviews

“All of the tellers are very kind and helpful as are all the savings counselors. The Western Springs branch is my favorite because all the ladies there have gotten to know me and greet me with a big warm smile and makes banking there a pleasure!”

5 Superb19 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

“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

“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

“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

“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

“I want to express my appreciation to Markeela McDonald, my banker at the Old PLank Trail Homer Glen Branch, who heard me and filed a complaint for me. I'm a founding member of OPT and it made me proud to be a part of this bank when it started. My checks have always had this printed on them. When I went to order new checks with Markeela's help, the order came back saying I'm a Founder of Wintrust Bank in Joliet. Not a big thing but it's the principal of the thing and I went to Markeela saying this is wrong. I never expected OPT under the Wintrust corporation to fix it. But Markeela McDonald made phone calls, was told it couldn't be fixed and then filed a complaint for me. It worked and I received new checks and a letter saying training to staff was provided to prevent this from happening. I made sure that I thanked her in person, and then to write this review to make sure you know that she is an efficient, determined, and caring staff member of your bank. When Old Plank Trail first opened, I appreciated that it felt like a friendly family bank that recognized its customers and could do anything the big banks can do. The staff at the Homer Glen branch, and especially Markeela McDonald, are wonderful representatives of this ideal.”

4.3 Superb22 Reviews

“We had a wonderful experience with Les Hunzinger. He was quick in responding to our phone call and very helpful and thorough in helping address our needs. We would highly recommend him.”

5 Superb9 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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