Investing near Winnetka, IL

28 locations found near Winnetka

“What a wonderful bank! Caring people, delightful service, hot coffee and sweets. Most of all, I love the friendly people here. Elizabeth Taylor, the bank manager is wonderful.”

5 Superb17 Reviews

“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”

5 Superb65 Reviews

“I want to commend the Park Ridge manager Jose for the exceptional service he provided in resolving an error. Although the issue originated with the bank, he took full ownership of the situation and went well beyond what was required to ensure it was corrected promptly and thoroughly. JK, Urhai Center.”

5 Superb30 Reviews

“When I walk into bank , I always get a warm greeting from everybody working there. My personal banker, Irina is always extremely helpful?And if she can't answer my questions.I will get a call at home later that day with my answers. I've been going to this bank for about 10 years because of the people who work there.”

4.8 Superb34 Reviews

“The team at the Northfield location is next none!! They make you feel like you are their only customer. So helpful, so well versed. I love doing business with them!!!”

5 Superb24 Reviews

“I recently visited this branch and had a fantastic experience thanks to the incredible team working the front line. Specifically, I want to recognize Aleks, Rafael, and Lupe for their outstanding professionalism.”

4.7 Superb35 Reviews

“This bank has by far, the best group of people I’ve met in a bank! There are always a few people at every place that are good, but HPB&T has the whole team that treats you like old friends. Jon Levey the president, is on the floor like everyone else, there to help you with whatever you need. He actually has been a tremendous help to me on several occasions regarding both, personal and business banking. I’m strongly recommending HPB&T!
I’m adding on here because I had an emergency and Jon Levey answered my call to his personal phone and drove into the bank to resolve it it less than 5 minutes! That’s ABOVE & BEYOND Customer Service!!!”

5 Superb21 Reviews

“I had a wonderful experience at the Evanston Community Bank and Trust (a Wintrust Bank). Kerry is so knowledgeable, helpful and friendly, as is the rest of staff. Very comfortable and cozy setting to do my banking needs.”

5 Superb21 Reviews

“Sadia Siddiqui was very professional, took her time to help us renew our CD at a very good rate. She’s always pleasant to work with and answer all of our questions.”

5 Superb21 Reviews

“I gave a rating of 4 because there was a wait of 45 mins because of a line and the bank was short staffed. Olimpia did stop by and let us know when were were going to be serviced a few times. That was good. Olimpia was very good and efficient in getting our account and safety deposit set up. That part of the experience was very good.”

4.6 Superb35 Reviews

“Been a Customer since its opening day..
Great people. They get to know their customers, needs and families, your not a number, they try to figure out a way to make it happen. That's the right mindset.

A real community bank in a world full of govt regulations..”

4.8 Superb21 Reviews

“Unlike my previous bank charging fees. Wintrust has excellent customer service, courteous and teachings for goals. In addition, no fees to withdraw money ( reimbursement ).”

4.8 Superb18 Reviews

“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”

4.6 Superb31 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

“Honest, creative , flexible employees who go out of their way to satisfy their customers. Although a Community Bank by description their decision makers don't place focus , involvement, monies to certain successful Community groups.”

4.4 Superb32 Reviews

“I’ve always had such great experiences with this bank. My family and I have been members with this bank for a long time. My grandparents and many others in town use this bank for their financial needs. The staff is very friendly. Carla, Natalie, Yesenia and the other bank managers have been very helpful and always greet everyone with a smile.”

4.6 Superb20 Reviews

“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”

4.6 Superb19 Reviews

“Went to the Gladstone Park location to open an account and Mallie Halterman was so friendly and her explanation on my account was clear. The teller Luz Duran was great and explaining everything to me.”

4.2 Good25 Reviews

“My brother passed away and I had to go to North Shore Community Bank to close his accounts. The banker that took care of me was Mi K Balderas. She was wonderful to work with and sympathetic about my brothers passing. I have worked with many bankers in business and personal situations and she was the the best banker I have ever met. I even opened an account with the bank a few days later. I didn’t know she was the branch manager until she gave me a card. I highly recommend her and her bank”

4.3 Superb18 Reviews

“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.”

5 Superb13 Reviews

“Very Helpful; hip to security issues, they stopped a scammed from removing my funds because they knew me.
Yes you might have to wait, because they spend time with you!
Love this bank!”

4 Good23 Reviews

“The folx who work at this branch are always so welcoming and helpful. Alexandria was so kind and considerate when helping me with stressful tasks. So glad to bank locally ?”

3.8 Good32 Reviews

“The employees I have interacted with time and time again are attentive, very friendly and professional. Sometimes it may be busy and wait times are to be expected- but that should be expected every where :)”

3.7 Good24 Reviews

“Enjoyed my experience with the team. They make you feel so comfortable and informed with everything. Can’t say enough positive things. Thank you again for everything my family appreciates you all.”

3.7 Good13 Reviews

“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”

5 Superb15 Reviews

“My advisor, Arthur Anderson, is so kind. I've never used any other advisor. He explains everything. I've been able to really map out all of my spending and goal plans with his help. He's even given me specific account help with my mom's estate. I didn't think i needed a financial advisor until i had a financial advisor! I'm really happy with his help.”

5 Superb3 Reviews

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