Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

Kevin Fisher is the ultimate professional! Knowledgeable, professional, smart, and money…read moreconscious! He was able to save me over $800.00 /year on my comprehensive auto insurance!!! And he has a better insurance underwriter than my old insurance. I wish I would've done this sooner! Thank you so much Kevin!!

kevin helped me set up policy .great guy in the short time i talked to him i know he has a weath of…read moreknowledge on any insurance you may need thanks

UPDATE : The Branch manager reached out and immediately got…read morethe situation resolved. She was apologetic, empathetic and quickly took care of the error. She also said she spoke with the staff and let them know what to do in the future. I'm so appreciative of her. I feel she went above and beyond and should be recognized for that. Original review: There's a teller who is super nice, I wish I knew her name because she deserves 5 stars...her supervisor has no idea what a smile is or how greet customers. My main issues is the ATM. The first time I tried to use it, it wouldn't take my card. The second time it took my Check but said there was an error and that my check wasn't deposited. That happened on Saturday, I went in today only to be told to wait until tomorrow to see what happens. If it doesn't post then THURSDAY they will get the checks from the ATM. That means it won't clear till AFTER the holiday weekend. Also, I have tried to use the ATM inside the bank after hours but my card didn't work on the door. I've also tried trying to deposit my check online only to have an error message occur. It's not convenient to go to the bank only during business hours. Perhaps this isn't the right bank for my money.

D*****, almost 89 years old, was in need of having a document notarized for an Apostle Certificate…read moreto be completed. This is a document that is needed by attorneys in another country and the court system there so as to expedite the matter due to D*****'s advanced age. An Apostille is a legalization of a document for international use. For some reason, every staff member I interacted with at this bank seemed to be clueless as to how to properly complete a Notary for an Apostille certification. September 17th, I brought D***** to the bank to get a document notarized. D***** is medically certified as disabled. It is a challenge for her to walk and keep her balance. Coming to the bank is very difficult for her. Ms. Angela Bentley, called us over to her desk. I explained our needs to her and she gave me the standard stamp. Having needed an Apostille certificate before some time ago, I thought there was more that needed to be done but Ms. Bentley assured me that was all she could do and it was fine. I must say that she was positively unfriendly. I felt like we were encroaching on her time. September 26th, I was able to use a day off from work to travel 14 miles to the Secretary of State building in downtown Chicago. At 9:30 A.M. this trip takes over an hour. I paid $20 for parking and walked to my destination. Upon producing my document to get certified, I was told that it was not notarized correctly. The person there showed me an example of the proper stamp the Notary should have for this process. She also gave me an instruction sheet for the Notary on how to properly Notarize the document. That same morning I drove back to the bank in Skokie and this time I spoke with Ms. Mi K. Balderas. It turns out she is the Vice President of this branch. I explained the situation to her and told her that the Notary had been done incorrectly and I had told Ms. Bentley this was the case but she was dismissive of that. Ms. Balderas became quite condescending and began talking down to me about how it was done properly and the document should have already had the stamp printed on it from the attorney. The instructions from the IL Secretary of State clearly stated the Notary should stamp it but could also hand write the necessary stamp in question as well. She merely glanced at the paper and simply told me I needed to get the stamp elsewhere and bring it in with the stamp. I left and went to my own Chase Bank right down the street. The Notary there knew exactly what I needed. He produced the proper stamp for me and stamped the document, but of course he could not Notarize it because D***** was not present with me. Now that I had the document properly stamped, it needed to be filled out and Notarized again so I returned to Northshore Community Bank and Trust for the third time. There I again met with Ms. Balderas and told her that I now had the proper stamp on the document and could Ms. Bentley redo the notarization. She then notified me that Ms. Bentley was on vacation. She could notarize it for me but I would again have to bring 88 year old D***** back to the bank. So I managed to completely waste a day off from my job. October 1st I brought D***** back to the bank with the document, which now had the proper empty stamp from a different Notary, to get it notarized again. This was my fourth trip. Ms. Balderas was once again the person I dealt with. Ms. Balderas spent some time asking for D*****'s identification, examining it very carefully, and checking her computer for something at a very slow, methodical pace. She finally produced her Notary stamp and notarized the document for D***** and filled out the information on the stamp that she didn't seem to be aware existed before meeting me. October 5th, I used another day off from work, another 14 miles traveled, another hour spent in traffic, another $20 for parking. Upon producing my document to get certified, I was told that it was AGAIN not notarized correctly. Ms. Balderas had put her own name on the line where she should have written D*****'s full name. Can you possibly imagine how I felt at that moment? How can so many people at this bank be that incompetent with such a simple task? I decided it was in my best interest not to return to the bank that day. October 8th I brought disabled 88 year old D***** back to the bank for the THIRD TIME, my fifth visit, to get this notary completed properly. We finally sat with Ms. Hooda. I explained to her, step by step, what to do and what not to do. She notarized it properly and we left. This should have been a simple task. After five trips to the bank, over three hours in traffic traveling to downtown Chicago and back twice, and $40 in parking fees, this task has still not been fully resolved. I can only lay blame on the people I dealt with at Northshore Community Bank and Trust, Ms. Bentley and especially Ms. Balderas. The immense inconvenience and waste of time and money that we endured is inexcusable.

Lists an address in Chicago but all events outside the city and originally advised a yearly meeting…read moreto discuss and review finances only by phone or Zoom. Would never have signed up if I knew not able to meet yearly. They give out a fancy binder with a place to review yearly but never available in person. VERY SORRY I INVESTED WITH THEM. Unable to get my money out for10 years. Stay away from this company.

Been a customer for 2 years, only earned 1/4% in a market where 4-5% on savings and cd's are…read morecommon. Contacted the insurance company that has the annuity to remove funds, they will only give apx 85% of account balance back. An annuity through MTD was the worst decision I could make. Did not live up to the (hype) projections.

Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed…read moreaway. She was extremely helpful, professional & made just one of many transactions I dealt with following my sister's passing. I believe you would find her quite helpful with your financial investments.

I was a long tome customer (Over 15 years). My regular Account Rep retired, and they began…read morecharging a $50.00 annual fee. Not a big deal, but I called to ask about it, and I was told by the Branch Manager, Roberta S., that they don't want my business, because I don't have over $100,000 in my account. I was asked to find a new company because my account is "no longer worth their time", even though I only call at most once a year. The Branch Manager then abruptly hung up on me. I had to call the national hotline to get info on how to transfer out, as she could not be bothered to even help me with that. If you have a lot of money, would these be the people you trust?

Schuyler was very knowledgable and patient in helping me discover different financial avenues that…read moreI had not considered previously.

Tax and Accounting Strategies is the place to go for filing taxes. Mark Madia is excellent and we…read morehave appreciated his knowledge and expertise over many years.

Save yourself some grief and run away. Be afraid, be very afraid. Great at taxes maybe but for…read morefinancial investments forget it. 40 grand loss if not probably more made me realize that I know more about investments than these guys. Nice people but I like to keep the money I work for. Flip a coin. Probably better investment odds. They dictate and don't listen to your priorities. Walls listen better and I have made more money in the past 3 years than they have lost for me after I took my money out of their "care". They totally missed the commodities boom. I was told that "gold has peaked" back in 2008 and that REIT's were good. Glad I didn't listen. Save yourself problems. Nice ppl though if you can retire on that.

As another reviewer said run away. Have nothing to do with these people. I want to close my life…read moreinsurance but they refuse to do so. So I stopped paying the premium so now they are taking it out of my cash value and charging me 8% for this loan. I have since reported them to the BBB and will be getting a lawyer.

Run, don't walk, away from these gangsters. They exist to rip people off. I have discovered a…read morescam the company uses to open up new loans against policies for their customers without the customer's approval, or knowledge. I have tried to show this to my local Northwestern Mutual Agent on several occasions, only to have the appointments cancelled by the home office. Find this hard to believe? Two words for you: Welss Fargo. These guys are going down.