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“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!”
“This bank is easy to get to from any direction. Once there, I was greeted immediately. In particular, Ms. Maria, Ms Emily, and Ms Diana were extra helpful and their level of service is beyond compare. Give them an opportunity to earn your business. I believe you'll be impressed as I was.”
“Excellent family oriented customer service. Doesn’t treat you differently even with low balance accounts. Great to us and our kids, has a lot of extended and more rare services like bonds and wires.”
“Evelyn Rodriguez and her team offer friendly and professional service, not only for my personal banking but for my clients. The service they offer is far and above superior to other banks I have worked with over the years. I happily refer them to my clients and friends.”
“I have worked with Dona Ufnal for many years. She has always assisted me in investing my assets at the highest level. She is personable, helpful and works in a timely manner. I live in another state and she communicates with me like I am standing at her desk. I couldn’t be happier with her and Naperville Bank and Trust. I feel like she is a personal friend as well as an investment guru. Dona is more than 5 stars for me!”
“Great bank with excellent service! I do both my personal and business banking at the downtown Naperville location. The team there is always friendly and helpful!”
“Tyler and Carmen were super friendly and spent plenty of time with my father and me to be sure we had all of the account information set up properly before we walked out the door.”
“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!”
“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.”
“I've been banking with Wintrust for 26 years and counting! I went in last month and was helped by Dave Perucca. He helped me open a CD and savings account. He was so nice to work with-- super professional, friendly, and answered all my questions. Thanks Dave!”
“Highly recommend this location! I had an outstanding experience. I dropped in around 12:30pm on a Saturday (my bad, Ithought they were open to 2) to open a new account, and Patti C. was absolutely fantastic. She was thorough, patient, and such a genuine pleasure to work with. I’ve been a customer on and off for years, but after this visit, I’m hooked for life!”
“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!”
“Sikich offers numerous services to help businesses succeed, and I've personally watched team members go out of their way to ensure their client's success. I recommend Sikich through and through.”
“Tiffany at the Downers Grove branch was so helpful, friendly, and efficient in setting up accounts for our children. Great experience and so glad we are using this bank.”
“I had been watching You Tube videos of Dave Zoller and Streamline Financial for over a year before deciding to switch financial advisers. What drew me to Streamline was the focus on not just wealth building but tax preparation and the importance of being emotionally prepared for retirement. I found my transition to Streamline to be very smooth working with Carolyn and Luke to get everything set up. Carolyn was very patient and professional and it was an overall excellent experience. My initial call with Luke was also handled in a very professional, caring manner with Luke asking very specific questions in order to get to know me and my wife before recommending a path forward. Luke paid attention to more than the financial pieces and was genuinely interested in what our plans were when we retired. I found Luke to be very patient as we worked through this process and open to our thoughts and ideas while aligning with Streamlines philosophies. Overall we could not be more pleased with our experiences with Streamline and we look forward to the strategies for managing tax concerns while continuing to build wealth, be able to donate to our charities and being able to enjoy travel and adventure throughout this next phase of life. I strongly recommend Streamline Financial for anyone looking for a professional, focused company to manage more than just investments but also need assistance with tax strategies and adjusting to the emotional changes associated with retirement.”
“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
19 W Chicago Ave, Naperville
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“Ignore those negative reviews because Vito is more patient than most people are and very knowledgeable about getting your account information and support! My experience in Naperville changed my perception of Schwab”
“We worked with Ben Bjork who was recommended by the 1800 fidelity number. We had such a good experience he helped us create a joint account, invest, adjust IRA money, and create a solid 5 year plan. He really prioritized what was best for us. I didn’t really expect to find someone who was looking out for our family over their pocket/company profits. We highly recommend his services and look forward to working with him for our future. If your considering making any changes to your accounts Ben would be a great asset to your financial future.”
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“We had a wonderful experience with Les Hunzinger. He was quick in responding to our phone call and very helpful and thorough in helping address our needs. We would highly recommend him.”