Investing near Mundelein, IL

15 locations found near Mundelein

“When I lived in Mundelein this was my preferred bank. It was a bummer when I had to go to the bank on Maple, but it was only because this bank didn't have the printer to give me a new debit card. I assume because they're a smaller establishment? The employees were always very kind to me and my children (if they tagged along). Complementary coffee, water, and candy was sometimes available if there was a wait for a banker. If I ever did have an issue they were very apologetic and worked hard to resolve my problem. I know most are quick to leave negative reviews, but after moving away I miss this bank. I now frequent a Wintrust near my new residence and it can't hold a candle to this branch.”

4.3 Superb15 Reviews

“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!”

5 Superb13 Reviews

“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.”

4.8 Superb13 Reviews

“The teller (? Jarvana) at the drive up window went above & beyond to assist my mom with ordering a new debit card. Her help & extra time/phone call was greatly appreciated.”

4.6 Superb18 Reviews

“Ive been banking here for many years. Their personal banking services, and their customer services are absolutely great. Their tellers are always friendly and their personal bankers (especially Catherine and Denise) are super helpful. Their online bill pay works well for both business and consumer banking and allows transfers, etc. They always have good coffee and snacks/treats for the kids and in general it is a pleasure to stop by the bank. I've never tried to borrow money from Wintrust.”

4.5 Superb15 Reviews

“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”

4.4 Superb17 Reviews

“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. :)”

4.4 Superb15 Reviews

“My Debit Card had been hacked by a very bad person (vbp) and the SBOTL Fraud Security Group put a Hold on my account. So I stopped by the Center Street Office on my way to the Vet with my Puppy, and Allison, one of the Many Wonderful Women who works there, took care of Everything, and on the way back from the Vet, I picked up my new Card and EVERYTHING on my Account was Safe, Secure and, as Usual with SBOTL, taken care of Extremely Professionally!”

5 Superb10 Reviews

“Adam at the Lake Zurich IL Schwab office is very nice. He answered my questions. We discussed things Schwab offers. I am very satisfied with this office. Thank you, Adam.”

4.2 Good10 Reviews

“Melissa Gomez was very helpful with issues I had with my account She seemed to know what to do without flinching. She is one of the reasons I enjoy banking at Wintrust”

3.8 Good29 Reviews

“I Don't know where we would be financially today, if we hadn't met Gary Komarek at North Shore Asset Mngt. a few years ago. Gary created a plan for us to achieve our goals and we were very pleased with the results. Gary suggests and explains and the final decision is up to you. He doesn't TELL you what to do. Gary is there for you and to help you.A few weeks ago, I lost my husband. I called Gary and he had me come in. I ended up spending over 2 hours in his office while he was taking care of my investments.Gary Komarek is Honest, Dedicated and Knowledgeable.”

5 Superb25 Reviews

“After seeing some poor reviews on this site, just wondering if they are "fake" reviews. My experience with BG Bank & Trust (part of Wintrust) has been wonderful and I've banked with them for at least 5yrs. I shopped around for a bank that would offer me a small business account without having to deposit $5000 to keep on hold; they were the only one who had a minimum of $250. Any questions I've had have always been met with excellent customer service. There's a reason Wintrust must have been rated #1 in Illinois for customer service by J.D. Power.”

3.8 Good19 Reviews

“I can’t thank State Bank and especially Laura and the Round Lake branch for helping me with a fraud case! She was so patient and kind as she helped work through working with my accounts. She represents the service one would want from their personal bank!”

3.7 Good25 Reviews

““MY” banker Susan Freisheim was helpful and listened to me. Doesn’t always know how to do something for me, but she finds the answers! Other big banks frequently don’t LISTEN! Or the people don’t seem to care. Thank you: SUSAN”

3.5 Good12 Reviews

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