Investing near Wood Dale, IL
30 locations found near Wood Dale
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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!”
9AM - 5PM
1145 N Arlington Heights Rd, Itasca
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
“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.”
9AM - 5PM
170 S Bloomingdale Rd, Bloomingdale
Investing
“Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend.”
Investing
“Nicky Amore proved to be an knowledgeable consultant, demonstrating a personal touch and approachability with assisting in my financial journey. Her communication was notably clear as she make plain the purpose of Falcon Wealth Planning and elaborated on how she could address my inquiries regarding retirement planning. Offering a honest assessment of my financial goals, Nicky guided me through a comprehensive understanding of the next financial steps I should take.”
Investing
“Ricky is a great worker, n all the other one's is good to. The securityguard Aretha is so nice.. I love my bank been with them for almost 5 years now😀😀”
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 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*”
Investing
“I opened a business account today and didn't have everything I needed. My banker Tom was very helpful, made a phone call and printed the paperwork I needed from the State!”
Investing
“I rarely visited here in the past. Some of the employees don't seem happy here. Lately I do notice a friendly lady in the drive through and at the Teller line. She's the tall Bulgarian lady with a calm and welcoming warm smile on her face. I get to talk with her today, and found out her name is of Greek origin - Bolsa? Sorry if I got it wrong, I'm terrible with names. But I feel welcomed whenever greeted by / transacted with her.”
8AM - 4:30PM
33 E Hattendorf Ave, Roselle
Investing
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Investing
“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!”
8:30AM - 5PM
500 W 22nd St, Oak Brook
Investing
“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.”
Investing
“I've had bank accounts at several banks in the area but I have to say that Wheaton Bank and Trust has been the most helpful. Recently we moved and I wanted to update my address. The local bank changed its records and then referred me to their tech department. The tech department changed my profile which allowed all of my bill payment payees to be notified of my address change made my life much easier. Thanks WBT! Jane H”
Investing
“My initial experience with Village Bank was with Matt Hammer nearly a decade ago and I was so impressed that I am opening an account for a new business. We have been happy with our other accounts with this wintrust bank. I'll update as soon as I finish opening my account.”
9:00 AM - 5:00 PM
1600 W Algonquin Rd # K, Hoffman Estates
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.”
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
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
“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
8:30AM - 5:30PM
357 Roosevelt Rd, Glen Ellyn
Investing
“Tom Olson is one of the most considerate caring assistant vice presidents. He has helped me with 2 annoying problems and made sure he came up with a solution. He went above and beyond today. He cares about their customers. Thank you.”
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
“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
“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!!”
“Good local bank. Less problems than TCF bank down the street. I recommend highly and advise against using TCF bank, previously was with them (TCF) for 20 years. Since their merger in August 2020 customer service got really poor”