Investing near Westchester, IL

18 locations found near Westchester

“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

“Jim and his team were extremely easy to work with, knowledgeable in all aspects of the process, and quick to respond to any questions. The whole process went quickly and smoothly. They genuinely seem like they want to help people and want to see them succeed and get back on their feet. Would definitely recommend the SkyDan team to anyone that may find themselves in a similar position.”

4.9 Superb58 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 Superb17 Reviews

“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 Superb36 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 Superb21 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

“I have and have had well over 20 different institutions for checking accounts, even ones at the "same bank", (different charter). I have never experienced such a helpful manager. Ita Reilly is very customer focused and has put in the extra effort and taken the time to explain in detail every question I posed, as well as providing helpful information navigating the bank's processes and procedures. When I asked questions not common knowledge, she followed up after talking to the appropriate people, and really went the extra mile by following up on my new account, to make sure everything was going well. I highly recommend this branch for your banking needs.”

4.6 Superb16 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.”

4.3 Superb25 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!”

4.3 Superb39 Reviews

“Overall a great experience. Everyone is friendly and greets you as you come in the bank. Jasmin was extremely helpful and referred a savings account for my son and even took her time to run the coin he brought in with him. Will continue going to the sauganash location.”

4.9 Superb25 Reviews

“There’s so many things to say about my Wintrust Bank here in Oak Lawn Illinois. Every time I walk in is such a pleasant experience everybody knows my husband and I by name everybody says hello unless they’re busy with people and they just take time with you and do everything you ask with a smile They’re just a nice bunch of Of people they’re real people Who really loved their job you can really tell. I have told my friends about this bank, and a few of them actually transferred their money over to my bank. They all deserve a raise ❤️?”

4.1 Good26 Reviews

“The experience was painless because of my LO. I made the mistake of hiring a lawyer who was less than competent, and ran into issues with communication with him. I was left in the dark a bit, but luckily was able to contact my LO who helped get me the information I was looking for. Additionally, the contract with the seller lacked certain amendments I had discussed with my lawyer. My LO was able to save the day and make getting into my new home a reality instead of a failed proposition. The level of professionalism and knowledge from the Wintrust team is of the highest standard out there. I highly recommend Wintrust, and more specifically, Catherine Golz for financing your new home or re-financing your current home!”

4.3 Superb15 Reviews

“Great bank. Excellent customer service. Very friendly and helpful tellers, bankers, and security. Martha, Cesar and Kayla are the best! It’s a community bank and they are very warm and welcoming and treat their customers well. A breath of fresh air compared to the large national banks.”

4.5 Superb8 Reviews

“Thanks to efficient and sociable tellers like Daniel and Knowlegable bankers like Tiffany and Chiquita this outstanding bank will always be my go to neighborhood bank.”

4.3 Superb17 Reviews

“Xenia is amazing and so helpful!!! I had a great experience here and her customer service and hospitality is second to none. She should be acknowledged and rewarded for her amazing work and hospitality! Amazing experience.”

3.8 Good21 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!”

3.2 Average18 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.”

2.3 Poor16 Reviews