Investing near Palatine, IL
30 locations found near Palatine
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Investing
“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.”
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
“What attracted me to this bank was the friendly staff. While some of my favorites may have changed over the years, one constant is that the staff remains very knowledgeable and pleasant. Presently, my new favorite is Cheryl Miller at the HE Community Bank on Palatine Rd. Great job Cheryl!”
Investing
“Great staff always helpful and courteous. Lobby has limited hours during pandemic. Appointments available for more than routine banking. Very friendly atmosphere. Coin machine free. Associates provide the service. Drive thru and ATM outside.”
Investing
Investing
“Carl Oguamanam is great to work with! He has a highly professional team and closing loans together is a breeze! I look forward to many more opportunities to work together. Thanks, Carl!”
Investing
“It is an “old school” bank, which is what I was looking for. They have decent savings account rates and they pay you back for any ATM fees. Customer service is good, rarely a line. I would recommend it.”
Investing
“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”
Investing
“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.”
8AM - 4:30PM
33 E Hattendorf Ave, Roselle
Investing
Investing
“Dan Pagano is a top notch LO! It's always a pleasure working with Dan and his team. I strongly recommend giving Dan a call for your next real estate transaction!!!”
Investing
“I have been dealing with Village Bank and other Wintrust Banks for so so many years and ALL the employees have been so kind. Dolly has been so kind and I have dealt with her on alot of occasions. Tommy really made an impression with me when I go to the cashier window. Both of them show a very genuine concern for people that they deal with. Keep up the GOOD work.”
Investing
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!”
9:00 AM - 5:00 PM
1600 W Algonquin Rd # K, Hoffman Estates
Investing
Investing
“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.”
Investing
“Awesome branch with helpful employees. Part of the Wintrust network of banks. I'd much rather support local/regional businesses instead of the mega-corporations. You'll find personalized service and old-school hospitality here.”
Investing
“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.”
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.”
Open 24 hours
111 Quentin Rd, Lake Zurich
Investing
“Incredibly polite and cordial. But this has gone on for at least three years every visit! It must be a policy coming down from the top and it's truly a breath of fresh air.”
Investing
Investing
“Roger Smith at Edward Jones is the investment advisor to go to for solid advice and great investment performance. I've been investing with Roger for over 10 years and the portfolio has consistently met objectives. Edward Jones is one of the most conservative investment houses helping you sleep better not worrying about stability. Roger is very personable and talks through complicated financial concepts in clear and relatable ways so you understand what has happened or might happen in the future. Highly recommended!!”
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.”
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
“Consistent excellence and better service and products than you will find elsewhere. The essence of what a community bank should be. Stop in and be welcomed by name, see the same employees over time, know that you're at the right bank.”
Investing
8:30AM - 5PM
1160 Plaza Dr, Schaumburg
Investing
“I have worked with TD Ameritrade for a number of years and they've been wonderful in the majority of respects. They're not open on Saturdays but I can live with that. Anyway, I happen to use an Adviser on their platform, Creative Planning, that another reviewer had a negative experience with. I did not experience anything negative whatsoever (To the contrary). The Adviser was able to assist me with recognizing several important issues I was unaware of previously which was surely costing me money. I recommend TD Ameritrade and Creative Planning enthusiastically.”
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.”
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