Investing near Palatine, IL

28 locations found near Palatine

“For once, an honest and caring bank to do business with. I didn't have anything but good experiences at Wintrust. I suggest switching over to them instead of BMO and Chase. Because for once, they're an example of how a bank should treat its customers.”

4.8 Superb21 Reviews

“Saya was a great help to me opening my checking and savings account, her customer service skills are wonderful always smiling and answering any questions i had thanks again Saya your the best Go open up an account ask for Saya!”

4.8 Superb24 Reviews

“Great business place! Easy and fast service. Amar was my bank teller and he made it a convenient and safe transaction for me. Would definitely recommend him! Will be coming back to this branch.”

5 Superb28 Reviews

“I had an excellent experience with Gaby Balbino. Despite it being close to closing time, Gaby went above and beyond to help me set up my business account. She was incredibly fast, efficient, and professional throughout the entire process. What stood out most was her friendly and helpful attitude—she made the experience stress-free and enjoyable. I truly appreciate her dedication and willingness to assist, even when it might have been easier to ask me to come back another day. Thank you, Gaby, for your exceptional service!”

4.7 Superb28 Reviews

“Eddie has been our banker since we started our business earlier this year. He’s been an amazing part of our team! He’s very responsive and has helped us reach out to the people we’ve needed to get things done for our business. If you need a banker, he’s your guy! Thanks Eddie!”

4.6 Superb38 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.”

4.8 Superb20 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!”

5 Superb15 Reviews

“Our experience with Yesenia was great! She was very attentive, knowledgeable, and very accommodating of our needs as a small business as well as our personal banking needs. We are very excited and thankful to be banking with a bank who is eager to meet our needs and help our business to be more efficient and seamless, not to mention, feeling like we matter and not just a transaction. Thank you Yesenia for your time and attention!”

4.5 Superb30 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 Superb18 Reviews

“I like that they have a machine to count coins. Everyone is always friendly and helpful. The employees are great at letting you know when your money could be doing more for you. Banking here is a pleasure.”

4.6 Superb24 Reviews

“Wintrust bank has earned our business. They consistently make everything we do super simple and always professional. Anthony and his team are first rate. Would recommend the Elk Grove or Wood Dale locations to anyone. Thanks for being a great partner.”

4.8 Superb16 Reviews

“The staff at the Golf Road location in Hoffman Estates, Il is terrific. Thee teller window people are always friendly, personable, and helpful. The personal banking representatives always greet my wife and I by our names, and make us feel more than just customers. Totally great operation.”

4.6 Superb21 Reviews

“Needed a large sum of nickels- the wonderful ladies at this branch accommodated my request that day; even provided me with a bag to carry all the coins. The transaction went smooth. Super professional and such fabulous customer service something that is lacking these days. Thank you!!!!”

4.6 Superb20 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

“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 Superb16 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

“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.”

4.5 Superb16 Reviews

“Best bank around! Been with em for about a decade and they've proved to be helpful, loyal, convenient and just overall enjoyable with a wonderful staff. Hands down- 6 stars!”

4.2 Good24 Reviews

“The bankers here are always helpful, efficient and always smiling . They ask how you’re doing and do such an incredible job! I’ve always had a great experience at this location. Today my banker was Josh, thanks Josh.”

4.2 Good23 Reviews

“Adam was exceptionally patient and informative. He showed this Boomer how to take charge of her Schwab accounts. I'm a bit slow with technology, but I feel confident I can manage things now. Especially since Adam is just a phone call away!”

5 Superb11 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.”

4.2 Good9 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!”

3.4 Good5 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

“I read some of these reviews and don't want to discount them but from my experience and I've been to this location several times, this branch was very helpful and professional. The staff there was able to assist and behaved in a professional manor, that is all one can expect.”

3 Average14 Reviews

“I have worked with TD Ameritrade for a number of years and they've been wonderful in the majority of respects. They're not open on Saturdays but I can live with that. Anyway, I happen to use an Adviser on their platform, Creative Planning, that another reviewer had a negative experience with. I did not experience anything negative whatsoever (To the contrary). The Adviser was able to assist me with recognizing several important issues I was unaware of previously which was surely costing me money. I recommend TD Ameritrade and Creative Planning enthusiastically.”

1.7 Poor8 Reviews

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