Investing near Oakbrook Terrace, IL

21 locations found near Oakbrook Terrace

“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

“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.”

5 Superb55 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

“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

“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

“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

“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

“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

“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

“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

“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

“Maria Ruiz was very professional and very helpful when assisting us. She gave us options and gave us recommendations! We love coming to this bank because she’s always helping us in every way she can.”

4.6 Superb20 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

“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

“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

“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.”

1.7 Poor18 Reviews