Investing near Vernon Hills, IL
30 locations found near Vernon Hills
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“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.”
Investing
“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
“i banked here for years and they treat you just like family. i became friends with them and we talked far more than just banking. i was so blessed to have margaret train as my banker-she was one of the nicest people I've ever met. I don't know if she still works here. You'll love this bank”
Investing
“Wow - very impressed with their customer service at this location! The bank teller was very helpful, warm and attentive. This location and Gurnee are always wonderful. Steer clear from the branch in Libertyville! A complete nightmare there!!On a brighter note, this location deserves 5 stars and more. The bank teller went above and beyond leaving very pleased with my banking experience.”
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
“I have made this my favorite bank now. After being with Bank of America and being affected by the COVID Pandemic i no longer had direct deposit. Jose the teller at this bank went above and beyond my expectations when I was using their coin machine ( BTY no fees being a customer already) I accidentally dropped a sentimental medialian. Jose took the initiative to open it that same day and retreats it for me. Amazing customer service and they know my name every time I come in. I get greeted by my name by Marlene.”
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.”
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
“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!”
Investing
“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.”
Investing
“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.”
Investing
Investing
“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!”
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.”
Investing
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
“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
“All ladies give excellent care always good actitud and friendly service .Thank you special honor mención for Zahra and Amaira thank you for your patience and appreciate it all ladies. you are so nice.!!”
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
“Great Bank the employees are great Laura Rodriguez is apsolutly amazing. Extremely helpful she totally went out of the way for me. There great people that do everything they can to take care of there customers. GREAT BANK”
Investing
“Garrett has helped us with our finances for quite a while. He definitely knows his stuff. He’s professional, dedicated, knowledgeable, and keeps you informed. We have recommended Garrett to many of our friends and family who are all very impressed also. You don’t recommend a service if you aren’t happy with it yourself. I recommend Garrett Koncan to anyone looking for a financial advisor who will guide you and work for you.”
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
“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.”
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
Investing
“I have been banking with Lake Forest Bank & Trust and the Wintrust family of organizations for approximately 10 years now. I must say the Lake Forest Bank & Trust family has been amazing to work with in every aspect! Personally, Barb and Nina at the main branch are always a trusted partner that I know can get things done in an efficient and timely manner for me whether I have questions on my existing accounts or am opening a new account. Janice was extremely helpful when I was considering a home equity line of credit. Commercially, I have been well taken care of by Steve when it comes to my small business checking and line of credit accounts as well as a building mortgage loan. Steve was also instrumental in connecting us with contacts at the Small Business Association which allowed us to secure additional funding to expand our business. Robert at Wintrust Mortgage helped secure me a sub-4% loan when it was time for me to purchase a home. He had an excellent team and mortgage process that allowed me to close in 49-days from offer to closing. Apart from networks in the business community, they have a commitment to our local communities and they show it. From participation in local parades and school capital improvement campaigns to supporting the Chicago Cubs and diversity in the workplace and diversity programming for the greater Chicago community, this bank and their leaders are behind me. This type of support, leadership and access to people in the business and local community is why I will continue to partner with Lake Forest Bank & Trust and the Wintrust family.”
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Fifth Third Bank
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“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.”