Investing near Lake Zurich, IL
30 locations found near Lake Zurich
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111 Quentin Rd, Lake Zurich
Investing
Investing
“Adam at the Lake Zurich IL Schwab office is very nice. He answered my questions. We discussed things Schwab offers. I am very satisfied with this office. Thank you, Adam.”
Investing
“I Don't know where we would be financially today, if we hadn't met Gary Komarek at North Shore Asset Mngt. a few years ago. Gary created a plan for us to achieve our goals and we were very pleased with the results. Gary suggests and explains and the final decision is up to you. He doesn't TELL you what to do. Gary is there for you and to help you.A few weeks ago, I lost my husband. I called Gary and he had me come in. I ended up spending over 2 hours in his office while he was taking care of my investments.Gary Komarek is Honest, Dedicated and Knowledgeable.”
Investing
“I have been going to this bank since it opened. They're extremely nice and customer service oriented. It's a really friendly neighborhood feel when you go in there and the same people have been in there for a very long time and they know who you are when you walk in.”
Investing
“The teller (? Jarvana) at the drive up window went above & beyond to assist my mom with ordering a new debit card. Her help & extra time/phone call was greatly appreciated.”
Investing
“Wow - very impressed with their customer service at this location! The bank teller was very helpful, warm and attentive. This location and Gurnee are always wonderful. Steer clear from the branch in Libertyville! A complete nightmare there!!On a brighter note, this location deserves 5 stars and more. The bank teller went above and beyond leaving very pleased with my banking experience.”
Investing
“i banked here for years and they treat you just like family. i became friends with them and we talked far more than just banking. i was so blessed to have margaret train as my banker-she was one of the nicest people I've ever met. I don't know if she still works here. You'll love this bank”
Investing
“What attracted me to this bank was the friendly staff. While some of my favorites may have changed over the years, one constant is that the staff remains very knowledgeable and pleasant. Presently, my new favorite is Cheryl Miller at the HE Community Bank on Palatine Rd. Great job Cheryl!”
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“Carl Oguamanam is great to work with! He has a highly professional team and closing loans together is a breeze! I look forward to many more opportunities to work together. Thanks, Carl!”
Investing
“When I lived in Mundelein this was my preferred bank. It was a bummer when I had to go to the bank on Maple, but it was only because this bank didn't have the printer to give me a new debit card. I assume because they're a smaller establishment? The employees were always very kind to me and my children (if they tagged along). Complementary coffee, water, and candy was sometimes available if there was a wait for a banker. If I ever did have an issue they were very apologetic and worked hard to resolve my problem. I know most are quick to leave negative reviews, but after moving away I miss this bank. I now frequent a Wintrust near my new residence and it can't hold a candle to this branch.”
Investing
Investing
“Ive been banking here for many years. Their personal banking services, and their customer services are absolutely great. Their tellers are always friendly and their personal bankers (especially Catherine and Denise) are super helpful. Their online bill pay works well for both business and consumer banking and allows transfers, etc. They always have good coffee and snacks/treats for the kids and in general it is a pleasure to stop by the bank. I've never tried to borrow money from Wintrust.”
Investing
“Dan Pagano is a top notch LO! It's always a pleasure working with Dan and his team. I strongly recommend giving Dan a call for your next real estate transaction!!!”
Investing
“Tom Plonowski and the entire staff at the Wauconda, il branch did an outstanding job, they were efficient, well trained and actually answer phones LIVE everytime with care and follow up. In addition they by far had the best savings rates, highly recommend as true customer service is so hard to find, but so appreciated! Thanks again, Mike from ING is good apparel.”
Investing
“I have been dealing with Village Bank and other Wintrust Banks for so so many years and ALL the employees have been so kind. Dolly has been so kind and I have dealt with her on alot of occasions. Tommy really made an impression with me when I go to the cashier window. Both of them show a very genuine concern for people that they deal with. Keep up the GOOD work.”
9:00 AM - 6:00 PM
1600 W Algonquin Rd # K, Hoffman Estates
Investing
Investing
“Victor treated our rather small retirement account with the same attention given to larger accounts. I appreciate his patience in crafting a workable plan for our retirement. I have not always felt valued by other firms, but I do here. I have more confidence in the process based on the financial advice provided.”
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
“I really like this Bank and all the people that work in it. They are very efficient and friendly. My biggest gripe is that at the drive-in window they don't make the far left window for business transactions. Somebody simply depositing a check should use any other lane. I typically have large Bank envelopes filled with deposits for my business. And I sit in line and wait for Joe average when there are other lanes open and available that I simply cannot use. This is an inconvenience to another wise great bank to do business with.”
Investing
Investing
“After seeing some poor reviews on this site, just wondering if they are "fake" reviews. My experience with BG Bank & Trust (part of Wintrust) has been wonderful and I've banked with them for at least 5yrs. I shopped around for a bank that would offer me a small business account without having to deposit $5000 to keep on hold; they were the only one who had a minimum of $250. Any questions I've had have always been met with excellent customer service. There's a reason Wintrust must have been rated #1 in Illinois for customer service by J.D. Power.”
9AM - 2:30PM
1130 W Lake Cook Rd Ste 150, Buffalo Grove
Investing
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
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
8:00 AM - 6:00 PM
1250 Village Dr, Arlington Heights
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8:30AM - 4PM
1415 E Palatine Rd, Arlington Heights
Investing
“Incredibly polite and cordial. But this has gone on for at least three years every visit! It must be a policy coming down from the top and it's truly a breath of fresh air.”