Financial Advising in Oak Brook, IL

3 locations found near Oak Brook

“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!”

3.2 Average18 Reviews

“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.”

2.3 Poor16 Reviews

“Called Inspira 2/12/24 (Formerly Millennium Trust Company) -
My former employer rolled my 401K into Millennium Trust Company, who charged annual maintenance fee & Paper statement fee.
Called to speak with someone; auto attendant is set up so that it is difficult to speak with a live agent. After several attempts was placed on hold in cue w/estimated 1 hour wait time.
Update: Frank (Manager) from Inspira reached out regarding my concerns. Resolved all account issues & explained options re: transferring balance to a like-account. Also resolved some fee issues. Very professional and informative. Thanks Frank!”

1.6 Poor167 Reviews

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