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“Suman Sharma was the best - she explained everything to me like I am a 2 year old and her service was really fast. She was focused on me and provided me the best options for my situation. I am grateful to her.”
“Sikich offers numerous services to help businesses succeed, and I've personally watched team members go out of their way to ensure their client's success. I recommend Sikich through and through.”
“Absolutely love this bank! We are treated like customers and not numbers. We're recognized when we go in and it's like talking with friends. Ben and Yesenia are fabulous with answering questions and giving guidance whether it's regarding simple transactions or making decisions about a banking product. The rates and services are top notch - my husband and I always talk about how we hope they don't get gobbled up by one of the monster, impersonal banking institutions because this is the first time we've really loved our bank. Highly recommend to anyone and everyone!”
“Great local bank. Have you opened a savings account for your child? If not this is the place to go NOW. They have a special window and even stair steps to get the kido up to the window to feel big as they do their deposits. Love this bank!Oh Yeah...Ladies have to much change in your purse? Pop in and pour it in the machine to the left of the clerk windows, take the reciepit to the window and get your cash.... FOR FREE. Yep no fees are taken out and before you ask no you don't need to have an account with them to use this great service!”
“I always liked going to this branch . The staff is always friendly. Most of the time I do interact with Maria at this branch , she is always helpful and very informative, She spends time helping me and my daughter out. All in all I love this bank and will stay with them.”
“The manager Evelyn and her staff are very kind! I enjoy going into the branch because they have actual humans working here instead of machines like all the other banks now a days, it’s nice and refreshing to see.”
“Tyler and Carmen were super friendly and spent plenty of time with my father and me to be sure we had all of the account information set up properly before we walked out the door.”
“Great bank with excellent service! I do both my personal and business banking at the downtown Naperville location. The team there is always friendly and helpful!”
“The customer service is highest quality I’ve ever experienced!! The branch personal is headed by an outstanding branch manager, Jennifer! Marva is great banker who is delightful and helpful! She is a great!!Everyone is happy…..whatever you are doing to create a wonderful environment to serve the customers, keep it up!!!”
“Knowledgeable, friendly, efficient and very helpful staff.Hometown bank feel with big bank services.Dora Cheila Georganas and her staff are great. They made complicated transactions simple.”
“I met with my advisor, Melissa, to review my portfolio. She was a great help and didn't try to upsell me, even though my investments were not all in the Fidelity family of funds.”
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“I had been watching You Tube videos of Dave Zoller and Streamline Financial for over a year before deciding to switch financial advisers. What drew me to Streamline was the focus on not just wealth building but tax preparation and the importance of being emotionally prepared for retirement. I found my transition to Streamline to be very smooth working with Carolyn and Luke to get everything set up. Carolyn was very patient and professional and it was an overall excellent experience. My initial call with Luke was also handled in a very professional, caring manner with Luke asking very specific questions in order to get to know me and my wife before recommending a path forward. Luke paid attention to more than the financial pieces and was genuinely interested in what our plans were when we retired. I found Luke to be very patient as we worked through this process and open to our thoughts and ideas while aligning with Streamlines philosophies. Overall we could not be more pleased with our experiences with Streamline and we look forward to the strategies for managing tax concerns while continuing to build wealth, be able to donate to our charities and being able to enjoy travel and adventure throughout this next phase of life. I strongly recommend Streamline Financial for anyone looking for a professional, focused company to manage more than just investments but also need assistance with tax strategies and adjusting to the emotional changes associated with retirement.”