My account had been locked by Charles Schwab because someone had tried to gain access to my stock…read moreinvestments at least four times during a day mid-May. When I called the number posted when I was trying to gain access I was informed that I would need a security check by Apple which would require going to one of their stores and dealing with the clearance there. I chose to go to the Kenilworth office where a lady by the name of Kirsten Thiam contacted management to have my account unlocked once I showed her my drivers license which she photographed and put in my security file along with new passwords and a vocal password as well. This process was not easy but Ms. Thiam knew what she was doing and re-opened and secured my account on the spot. This took about 45 minutes to an hour but Ms. Thiam was undeterred and very determined to help me gain access and security to my investments. I am very grateful for her professionalism and help.

I chose this office because the Charles Schwab offices in Downtown had low reviews. I inherited a…read moresizeable trust and other assets that I wanted to consolidate. I made an appt and drove from my home in Chicago( 40 min drive). I met with a young girl who was obviously training or not well experienced. The Financial Advisor Lance was working from home and was on speaker phone the whole time. He did not have access to all the documents I brought. The young girl was flipping through the pages and it was obvious she didn't know what she was reading . I told him I didn't like the fact that I was on a phone in and didn't get to meet with him in person. He said he would be in office on Monday. Great, I'm working. Why did I waste my time today? Going to keep shopping for a brokerage with better customer service.

We became members of North Shore Asset Management & Tax Advisory in 1998 when Gary acquired the…read morefirm we were with. Since then we have had a friendly and profitable association with Gary and his staff. We have also referred family members who are still associated with Gary. At times Gary has gone out of his way to service our financial needs. We trust his council and advice and include it in our financial devision making process. Al & Jan Kloss

Throughout my long business association with Gary I have received sound, professional advice. With…read morehis help I have been able to plan for my future, and retirement with success and confidence.

I bought insurance through the Dasso agency. His agent attempted to have me commit insurance fraud…read moreand then sold me the wrong policy / lender instructions then she switch the policy without notifying the lender had she done that the lender would have forced insurance on the property. And during a cold snap the pipes burst. I'm having to sue the agency. The house is now in foreclosure and about to be foreclosed on in June. Watch yourself with these people. Does anyone take responsibility for their mistakes anymore?

I have been with Allstate's Paul Dasso firm for decades! I get immediate responses and assistance…read morewhen needed. They also check my account to see if there are additional ways to save. I would have changed to an agent closer to my home, but no need. Everything is successfully accomplished via email or phone calls. I give his office a big 5 out of 5.

We had a very smooth closing with Eon. They offered competitive rates, which is especially…read moreimportant in a bad market like this. They worked well with other parties involved in the transaction. They are very knowledgeable and responsive for every single question I have during the process. The overall experience with Eon was fantastic and I highly recommend them.

The team are very professional and efficient. The closure date is kind of rush for us, however,…read morewith Steve Song and Weine Shi 's help, we got our mortgage successfully approved in 14 days, that's really amazing. When we have questions, they are ready to help and answer, even on weekends. Would highly recommend.

This is a review of Chase Bank at 900 River Drive in Glenview. The folks at the 900 River Drive…read moreare a combination of friendly, fast, and knowledgeable. I've been using this bank for over ten years and have always received terrific banking services. Took time out to write this review to pass on some well deserved kudos to the staff.

Customer service here just isn't on par with other branches…read more Plus they have mismatched atms. They don't take digital cards and require you to carry actual atm cards. Time to join 2024 chase.

Always ready to help and very straightforward. They understood I was not a risk-taker, and invested…read moremy 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.

I am the lead instructor of this 3 night, comprehensive retirement planning course. I am very…read moreproud of our content. We always strive to stay fair and balanced, pointing out the positives and the negatives of each strategy and investment. Our estate planning attorney discusses dying without a will, wills, and living trusts. The session on Social Security helps folks to maximize their SS breakeven point and properly assess when to take this important benefit. Our discussion of long term care planning is always a major eye-opener, causing folks to look at this life-changing possibility with open eyes, often for the very first time. We do not promote specific investment products, focusing on financial planning as a process, with the great majority of time discussing the difference between the accumulation and the income distribution time of life. We have hundreds and hundreds of happy clients, and our client retention rate is well over 95% for the last 20 years. Les Goldstein

Easy transaction with a very nice teller. I chatted with a elderly member at the door who has done…read moreher banking here for 30 years, starting with her first paycheck from her employer, Northwestern University. She was great to chat with and was FIRED UP about paying her last of the mortgage payment on a 30 year Evanston home mortgage. Keep It Up !

I have been banking at FNCU for almost 12 years. I left Bank of America as they had been…read moresuspiciously reorganizing my deposits and debits to generate fees (and were later hit with a class action lawsuit for doing so) and was very happy with the service I had been getting at FNCU. That is until recently. For the past couple of years, I have noticed debits and charges shuffled around and in some cases creating a scenario for an NSF. I have also experienced unreasonable holds on deposits of checks issued from a local business (my employer) despite that I have deposited literally over a thousand of these checks with no history of any of them being returned. These holds that FNCU levy have caused numerous NSFs. In fact, upon investigating my own account, I was shocked to discover I had been charged with over $1500 in fees in a 6 month span. That is egregious. Sometimes, after complaining, they'll over turn a fee here and there. But, much more often, I'm usually left with someone who describes what is really a systemic inefficiency as 'policy'. It didn't used to be this way. I am a local resident working multiple jobs. I make deposits almost daily. For them to hit me with that many fees is almost abusive.

Amazing customer service! They put their whole buseussy into their jobs! I had a flat tire and Adam…read moreand carried my car all the way home. Ayleen is the best saleswoman on the planet! She told me she was an Ariana stan and I immediately opened 27 credit cards and bank accounts. Suri calls me every day to ensure that my money is always up, because broke people should never laugh. BEST TEAM EVER WOOOOO

Absolutely the worst customer service ever! They took over Glenview State Bank which was a well…read moreoiled machine and ran so smoothly with REAL people answering each phone call immediately and helping. Since Busey took over nobody answers the phone and it takes forever to get a call back! They are trying to run this bank remotely from Champaign,IL and it isn't working. Even when you go inside it is a ghost town and nobody is there to help. Very sad as GSB was such a stellar bank in the community. After 50 years of banking there I'm leaving!