Investing near Winnetka, IL

22 locations found near Winnetka

“What a wonderful bank! Caring people, delightful service, hot coffee and sweets. Most of all, I love the friendly people here. Elizabeth Taylor, the bank manager is wonderful.”

5 Superb15 Reviews

“The employees at Deerfield Bank & Trust are wonderful. They go out of their way to help you. I have had interactions with both Liliana and Irina and they are very knowledgeable, kind and helpful. I highly recommend this bank.”

4.9 Superb17 Reviews

“I absolutely love LFB. I don't even live in Lake Forest, but my sister does and LFB is her bank so I'm a devoted customer. The personal relationships that they form with their customers is such a refreshing way to do business. Shilpa and Tom are just fantastic - they seem to know everyone who walks in and they have the same professionalism and friendly demeanor with each and every customer, every time. Also, I've been to the drive thru at the other branches when I have my dog in the car with me and they always send a dog treat out for him with my deposit slip. Such a small gesture sets LFB from the other massive banks who have to seek out government assistance because their ridiculous fees aren't enough to keep them afloat. If you are tired of being just another number at your bank and not being able to talk to a human when you call, go see Shilpa or Tom!”

5 Superb13 Reviews

“Downtown Glencoe, really unique place and kind of neighborhood oriented place. Has many good restaurants, salon, shop, bank and pharmacy.. most of place are local so if you are here you don’t feel like crazyness. Everything looks good and clean. Like the place you are looking for after spending crazy time in traffic and Chicago area. The place street have feels like some European cities will all local shop.”

5 Superb13 Reviews

“The 2 branches (Evanston) are outstanding. friendly, helpful, knowledgeable and always wanting to make you a satisfied customer. Each person there from the branch manager to the tellers make you feel special.”

4.8 Superb17 Reviews

“I love this branch everyone is so nice and professional. However there is one relationship banker here in particular named Jeffrey that stands out the most. His demeanor is so charismatic and charming, Handsome too!! I highly recommend working with him if he's available!”

4.8 Superb17 Reviews

“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”

5 Superb22 Reviews

“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”

4.6 Superb19 Reviews

“Unlike my previous bank charging fees. Wintrust has excellent customer service, courteous and teachings for goals. In addition, no fees to withdraw money ( reimbursement ).”

4.3 Superb14 Reviews

“Alexandra is an asset to your company.She is always professional, kind, very helpful, and great customer service. And she always interacts with you with a very warm smile.That is my experience with her every time I come to the bank. God bless you Alexandra for your kind and professional service.”

4.8 Superb18 Reviews

“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”

5 Superb4 Reviews

“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”

4.2 Good31 Reviews

“I needed some banking assistance (UBER charges that I did not authorize) and Angela was right there to help with every aspect of my needs. I couldn't be more pleased with everyone's demeanor and sense of community there. I always had great experiences with the location on Lawrence and the location on Western, so I guess that is just the way they do business (Wintrust/North Shore). There are still small banks out there that will not only remember your name but also provide you with personalized services. Thanks again Angela!”

4.1 Good23 Reviews

“Northview VP/banker Chris Kaiser exceeded my expectations in helping me with my 2023 RMD Qualified Charitable Distributions. Although it was late in the year, she made sure that the charities & I could benefit from this. Also, due to arthritis in my hands it was difficult for me to address the envelopes, so she did it for me.Chris is one of the reasons I am a customer of Northview Bank and Trust.”

4.8 Superb14 Reviews

“My advisor, Arthur Anderson, is so kind. I've never used any other advisor. He explains everything. I've been able to really map out all of my spending and goal plans with his help. He's even given me specific account help with my mom's estate. I didn't think i needed a financial advisor until i had a financial advisor! I'm really happy with his help.”

5 Superb3 Reviews

“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”

5 Superb3 Reviews

“Been here since 2009 and I have had the best service along with information, help with my accounts and gratifications. I’m glad to be part of Wintrust community banks.”

5 Superb12 Reviews

“We've had nothing but excellent experiences banking with Wintrust. Great service and rates. This branch location in particular is clean and quite pleasant. Highly recommend!”

4.3 Superb21 Reviews

“I have been at the Rogers Park location in Chicago and witnessed the ginuwine care this branch has for its clients & customers. They are very attentive to customers needs and have a friendly yet professional relationship with everyone the services.”

3.8 Good18 Reviews

“My dad has a local account here and the tellers are very nice. I hate to say it, but I am very lazy and use the drive-thru window instead of walking into the bank. I especially like the holiday decorated deposit slips that they use...a little cheer for the sometimes drab winter weather. A word to the wise, don't even attempt to make a left turn headed westbound on Shermer or you're asking for an accident.”

4.2 Good15 Reviews

“The head teller and the younger female teller go above and beyond. The personal and caring professional manner is what you want when performing financial transactions. These professionals can’t do enough to always offer assistance . I am most impressed with the community feeling and caring style that Wintrust provides.”

3.9 Good14 Reviews

“Rich Lakin is a true professional. Knowledgeable, efficient and caring. Always returns my calls or texts promptly. Very pleased with whoever I contacted at this firm.”

3.6 Good9 Reviews

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