Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was…read morefaced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.

Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

Very good crew here that know their stuff. One of the best things is they are always reachable and…read moreif you have to leave a message with a question they get back to you right away. So far very pleased.

Wish I could give him and his company a zero. Manipulative and unresponsive when problems arose. I…read morewould recommend any other financial advisor in the area (anyone!) before I called upon him for anything.

Not good. Is looking out for himself first. He will try to place you in an annuity as fast as he…read morecan because he wants his high commission . Will not give you time to educate yourself or educate you . Annuity give the highest commission possible up front so he must work fast and he does . Most annuities are not a good choice. The insurance company is not going to let you win! He gets away with this too! Run for your life ! I worked way too long and hard for this to happen to my hard earned money .

My husband and I so grateful that we found Steve and his team at SGL! Steve has been so patient…read morewith us, meeting with us as many times as we need (it was often) to answer every question we have. He is an excellent communicator, explaining from his wealth of knowledge and decades of experience! With the recent downturn and volatility in the market, we are so thankful for their diversified income strategy. We sleep much better at night! Steve and his team are even helping us resolve a mistake made by my husband's employer on our IL taxes. All around, we know that we are in very capable hands. Thank you Steve!

I had been a customer with the Dowell Group for over 23 years. I sent my tax information to them in…read moreFebruary they did not start working on them until the night before taxes were due,then proceeded toothed incorrectly....once they were completed and after I paid them 500.00(which was a mistake) they lost all of my financial information and could not return it to me. They allegedly fired the accountant who did my taxes which means nothing to me!! They will not return my calls.

From the owner: Certified public accountants.read more

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Run! I had a bad experience with them. They charged me after I asked for my services to be stopped…read more A Also added fee do not give them your debt card information they automatically debt for additional fees you are not told about. They also have poor customer service the supervisors do not get on phone. I will never use the service again. He basically told me that they sit back and wait and kept trying my card after I called them to cancel services. The also call you multiple times a day from a dialer

Mike and Nick as well as the rest of the staff are wonderful people. Would recommend them to anyone…read moreand everyone!

Gerry is rude and does not return phone calls in a timely manner. I will not use his servicesread more

Been with the Wintrust network of banks for a few years now. I started in Chicago with Wintrust and…read morethen floated my accounts over to Palatine Bank & Trust. This isn't really the banks fault as much as it's a corporate issue / computer structure issue. Whenever I want to transact business inside I have to get Northshore Bank paperwork filled out. It adds on a minute or two of bureaucracy. I could open new and local accounts but it's a very hard task to do with direct deposit from the government. Changing government direct deposit is beyond a headache and beyond bureaucracy clogged. So I just keep using my accounts as extended network. The bankers at PB&T don't care. The PB&T bankers are some of the best people in the community. They are an always welcoming and friendly staff and always engage in the community, even if that engagement is something as simple as letting someone with anxieties about the COVID pandemic talk it out for a few minutes over the bureaucracy of a transaction. There's banks I've been to that have personnel who are cold, unwilling to talk and just want to get business done and shove the next person up to the window. There's banks that have gotten so impersonal that you walk in stick your card in a reader punch your PIN and then the "teller" gives you your money or deposits things. I won't mention the competitor name but they're a national big box bank and frankly I feel like ALL of the big box banks have gotten to a point of fully objectifying clients and treating them like nothing more than walking bags of money to transact with. PB&T some of the bankers recognize me when I walk in and greet me, other times I meet a new banker and make a new connection. But those connections only become stronger. PB&T is truly a bank that makes every effort to connect with clients, support them and overall be a friend to the client rather than just a bank. I can't say this about any other bank, historically Harris Bank pre merger had this kind of connection but since the merge they too have gone to big box bank psychology. There are few banks in the world that a person can comfortably say one of my friends happens to be my bank branch. This is one of them. I strongly recommend you move to PB&T if you are banking elsewhere. Not only is PB&T a truly client oriented bank but the entire Wintrust network puts the client first. I had an overdraft happen, I fixed it the same day and they didn't charge me a dime. I had an overdraft happen at my previous bank fixed it the same day and still got charged $45 AND got told I couldn't get a reversal done even though I fixed it the day of the overdraft. I could go on and on with reasons for you to bank with PB&T but I think the best way for you to see the bank in action is to drop in and see for yourself.

I have been a customer at this bank for at least 15 years. The personal service is the best.read more