Investing near Palatine, IL

21 locations found near Palatine

“The staff at Palatine Bank & Trust are outstanding and caring individuals. Helpful beyond words . A true community bank. Chris T helped us flawlessly . We appreciate the attention to detail.”

4.6 Superb15 Reviews

“This is the best bank I have Bank with. the staff are amazing from the manager all the way to Tellers and personal bankers they're always happy to see you and the service is the most unbelievable service you get thank you for being a great Bank Schaumburg needs you”

4.8 Superb21 Reviews

“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.”

4.6 Superb18 Reviews

“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!”

4.7 Superb14 Reviews

“My five stars are for the Mount Prospect branch. But I will be comparing this branch to the Des Plaines branch. The Des Plaines branch, I would maybe give one star to it.I much prefer the MP branch over the DP branch. MP branch makes you feel welcomed and appreciated. It does not have a cold feeling, like DP’a branch.Teller’s are polite, professional, and quick. Unlike the DP branch, tellers talk way too much to the ppint where it orders uncomfortable. I am the kind of person that wants to go into the bank. Do what I need to do and leave. And at Mount Prospect branch I can do that however at the Des Plaines branch there’s one teller who just talks and talks and talks, and even when you make the hints that you are ready to go, you’re there for an extra 10 minutes after you did your banking business.”

4.5 Superb18 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.”

4.4 Superb21 Reviews

“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!”

4.5 Superb15 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 Superb15 Reviews

“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.”

4.4 Superb17 Reviews

“Our loyalty to this bank spans over four decades, having been valued customers since 1982, when we first moved to the area. Throughout the years, the level of service and attention we've received has been nothing short of exceptional. Unlike the impersonal experiences often encountered with other banks, this establishment consistently shines with a genuine personal touch. Adam, along with the tellers and personal bankers, has consistently demonstrated competence, kindness, and an unwavering commitment to exceptional service. Dealing with them is always a pleasure, and their warmth and professionalism make banking here a truly enjoyable experience. Without a doubt, a stellar 5.0/5.0 stars!”

4.2 Good20 Reviews

“I have to give a BIG shout out to an employee Danial Noor Relationship Banker. He was so welcoming and professional. But, most of all he solved all my banking needs. Excellent customer service !!!!”

4.8 Superb9 Reviews

“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.”

4.2 Good10 Reviews

“Melissa Gomez was very helpful with issues I had with my account She seemed to know what to do without flinching. She is one of the reasons I enjoy banking at Wintrust”

3.8 Good29 Reviews

“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.”

3.8 Good19 Reviews

“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.”

3.8 Good9 Reviews

“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.”

3.9 Good13 Reviews

“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”

3.7 Good3 Reviews

“I wanted to deposit a paper stock certificate into my account. Walked in on a Friday, and Patrick was very helpful and quick to process my request. I was told before that it could take an hour, but I think it only took like 30 minutes. My stocks were available to view on my app on the following Monday, so they processed it very quickly as well. Thank you so much!”

3.1 Average28 Reviews

“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”

3 Average10 Reviews

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