Investing near Glenview, IL

28 locations found near Glenview

“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

“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 Superb26 Reviews

“Kathleen Vasquez did an amazing job explaining to me about CDs and about interest rates on savings accounts, she helped me close my old savings account and open up a new one that had a higher interest rate, I can't even tell you how much I appreciate it Kathleen did such an amazing job as a relationship banker at the Village Bank & Trust on Touhy in Park Ridge! I have been a member
for over 10 years now and everyone there is always so great and accommodating and I met the new branch manager he came over and introduced himself but I can't remember his name just wonderful people super accommodating and great information I enjoy banking there so much thank you so much Kathleen I really appreciate your help!!!
Sincerely,
David Haliday, a very happy Village Bank and Trust client!”

5 Superb21 Reviews

“I have just compliment for staf for owner
For customer service.
Very professional and helpful what is for customer important .Great Bank.
Thank You”

4.9 Superb26 Reviews

“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.”

5 Superb18 Reviews

“Been here since 2009 and I have had the best service along with information, help with my accounts and gratifications. I’m glad to be part of Wintrust community banks.”

5 Superb16 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

“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 Superb15 Reviews

“The employees at Deerfield Bank & Trust are wonderful. They go out of their way to help you. I have had interactions with both Liliana and Irina and they are very knowledgeable, kind and helpful. I highly recommend this bank.”

4.9 Superb17 Reviews

“Donya was so very helpful to me today! I had a big coin stash to cash in and she assisted me even though I do not have an account at Northbrook Bank. I will honestly think about going to this bank now because of the amazing level of customer service she provided. Both ladies at the front were very welcoming and helpful. I cannot thank them enough! It is so nice to go in and be helped to this degree.”

5 Superb13 Reviews

“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.”

5 Superb13 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 Superb16 Reviews

“Love the atmosphere in the bank. Everyone gets greeted with a smile and they make you feel like family. Morena has been wonderful to work with, and so have the other lovely women!Thanks for all you do!”

4.8 Superb16 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

“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.”

4.6 Superb43 Reviews

“Kristina, Marty and their staff go above and beyond in order to ensure customer satisfaction. I transferred a lot of my accounts from another bank and it was a great decision. I highly recommend Wintrust Bank especially the Norridge and Des Plaines branches.”

4.6 Superb19 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 Superb18 Reviews

“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.”

4.6 Superb15 Reviews

“NorthShore Community Bank is the very definition of a community institution. The staff are extremely attentive, friendly and very helpful. I was getting something notarized and David Kiel created cover pages on the banks letterhead and went out of his way to ensure everything was done correctly. I will always bank with NorthShore Community Bank in Wilmette!!”

4.4 Superb21 Reviews

“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.”

4.5 Superb16 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 Superb16 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

“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.”

4.4 Superb21 Reviews

“This bank has been a blessing to my wife and I. VPBranch manager Sam McLean treated us like family. My wife had had head surgery from a car accident and my identity had been compromised. He walked us through our options and kept us from drowning in our bills. I wish all banks valued their customers the way Wintrust Uptown does. I will never leave this bank.Thank you Wintrust Uptown for treating your clients like family.”

4.3 Superb23 Reviews

“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!”

4.3 Superb15 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 Good21 Reviews