Investing near Winnetka, IL
30 locations found near Winnetka
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Investing
8:30AM - 5PM
598 Green Bay Rd, Winnetka
Investing
8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Investing
“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”
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 love this branch everyone is so nice and professional. However there is one relationship banker here in particular named Jeffrey that stands out the most. His demeanor is so charismatic and charming, Handsome too!! I highly recommend working with him if he's available!”
Investing
“Northview VP/banker Chris Kaiser exceeded my expectations in helping me with my 2023 RMD Qualified Charitable Distributions. Although it was late in the year, she made sure that the charities & I could benefit from this. Also, due to arthritis in my hands it was difficult for me to address the envelopes, so she did it for me.Chris is one of the reasons I am a customer of Northview Bank and Trust.”
Investing
“Unlike my previous bank charging fees. Wintrust has excellent customer service, courteous and teachings for goals. In addition, no fees to withdraw money ( reimbursement ).”
Investing
“Alexandra is an asset to your company.She is always professional, kind, very helpful, and great customer service. And she always interacts with you with a very warm smile.That is my experience with her every time I come to the bank. God bless you Alexandra for your kind and professional service.”
Investing
“The 2 branches (Evanston) are outstanding. friendly, helpful, knowledgeable and always wanting to make you a satisfied customer. Each person there from the branch manager to the tellers make you feel special.”
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
Investing
8:30 AM - 5:00 PM
540 Lake Cook Rd Ste 450, Deerfield
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
“My dad has a local account here and the tellers are very nice. I hate to say it, but I am very lazy and use the drive-thru window instead of walking into the bank. I especially like the holiday decorated deposit slips that they use...a little cheer for the sometimes drab winter weather. A word to the wise, don't even attempt to make a left turn headed westbound on Shermer or you're asking for an accident.”
8AM - 5PM
9711 Skokie Blvd Suite C, Skokie
Investing
“I like to compare money and financial planning to your physical health. If you don’t plan and invest intentional time in it then it’s going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office.Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals.If you need help taking your financial health to the next level then connect with Mallory and her team. You won’t regret it !”
Investing
“I needed some banking assistance (UBER charges that I did not authorize) and Angela was right there to help with every aspect of my needs. I couldn't be more pleased with everyone's demeanor and sense of community there. I always had great experiences with the location on Lawrence and the location on Western, so I guess that is just the way they do business (Wintrust/North Shore). There are still small banks out there that will not only remember your name but also provide you with personalized services. Thanks again Angela!”
Investing
“My friends are very highly recommending this Bank, and I am going to join the community too. Jelena Radnich, Translator/Interpreter English to talian, Bosnian, Serbian-Croatian, Russian [email protected] ph: 1.224.201.891 Translations done right- on time every time*”
8:00 AM - 5:00 PM
500 Lake Cook Rd Ste 300, Deerfield
Investing
Investing
“We've had nothing but excellent experiences banking with Wintrust. Great service and rates. This branch location in particular is clean and quite pleasant. Highly recommend!”
Investing
“I saw so many positive reviews about Mrs Kelly Robert and I must confess that surely she is a skilled professional trader and the best among all as her clients all said, she managed my account after I Invested $1000 and got a successful withdrawal of $12,000 within few days of my investment, up-till now am still so shocked and surprised "It always seems impossible until it’s done with Mrs Kelly, your hard-earned money is 100% secured/Safe trust me you have nothing to lose or to be scared of at all, You can contact her via.”
Investing
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
Investing
“When I walked into the bank, I was greeted by the nicest guard who got a cup of water for me.Michael daniels was beyond helpful and answered my questions in a way that made me knowledgeable about my new account. If I could give a higher rating, I would!!”
8AM - 5PM
8204 W Oakton St, Niles
Investing
“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.”
Investing
“Downtown Glencoe, really unique place and kind of neighborhood oriented place. Has many good restaurants, salon, shop, bank and pharmacy.. most of place are local so if you are here you don’t feel like crazyness. Everything looks good and clean. Like the place you are looking for after spending crazy time in traffic and Chicago area. The place street have feels like some European cities will all local shop.”
Investing
“Mina and Anna have been so wonderful through the last 10 years of being our businesses bank- if we needed answers they got them and have been very responsive when we've had questions or to tackle issues. It's a bank strongly rotes in the community of Rogers Park and I really appreciate that- thanks for always being there- especially through all this COVID crisis paperwork!”
8:30AM - 4:30PM
1033 Skokie Blvd STE 500, Northbrook
Investing
“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.”
Investing
“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”
Investing
“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.”
8:30AM - 4:30PM
8141 N Milwaukee Ave, Niles
Investing
9:30 AM - 4:00 PM
1380 Patriot Blvd, Glenview
Investing
“Came in here for an issue related to my dad's account. Everyone was very friendly, I was greeted quickly, and told how long I had to wait. Customer service was great and I kinda wish this was my bank now.”
“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.”