I recently opened a CD at Wintrust Barrington. Their rate was higher than other financial…read moreinstitutions in the area. The process was quick, Alison Dasso answered all my questions and concerns. She was professional and friendly. I highly recommend her for all your business nedds.

I have been with Barrington Bank for over 25 years. One day, I was having some checks deposited…read moreand Shirri at the teller's desk suggested that I speak with a personal banker for some enhancements that I could make to my accounts. I did so, and met with Alison Dasso. Sure enough, there were many perks and benefits that I did not even know about.' A special shout-out to Shirri to make the suggestion. And Alison did a wonderful job working with me. I highly recommend Barrington Bank. The level of service and products is exceptional.

I was previously an employee of Clarke Investment management for three months. In that time, I was…read moremade to be extremely uncomfortable under the eye of Rick Clarke. Red flags were immediately raised as soon as I was hired. Several other people had submitted resumes; and yet I, an at the time twenty year old college student with zero experience in being a secretary/assistant for a financial advisor, was chosen. He claimed to have chosen me because I had the shortest commute time, but I have reason to believe that this was not the case. Rick Clarke, despite his proclaimed good intentions of hiring me to teach me how to navigate an office job, had actually been taking advantage of my age and naïveté by: paying me under the table out of pocket until Wells Fargo accepted me as an associate (which, turns out, was his mistake and he took $300 from my final check to cover his own ass), making sexual, racist, ageist, misogynistic, and other unpleasant comments and jokes to me about strangers as well as some of his clients, constantly trying to impress me with his wealth by showing off his possessions/assets, and his obsession with my personal appearance as well as my personal life. Day after day of work and on-job training, I dressed conservatively and the only eccentric thing on my person was that the bottom layer of my hair was blue. He persuaded me over the course of a few days that he should pay for the upkeep of my hair and wardrobe, going as far as to set up an appointment for me to go to a pricey salon without my agreement and have my hair done. Not wanting to disappoint my family and friends with losing my first real job by offending my boss, I was pressured to agree. After this had occurred, he suggested that he purchase me an entire new wardrobe in order to show me off. I was more put off by this idea after the fiasco with my hair, and I had to passively resist by saying "I like the clothes I have" each time he suggested this to me. Not only was this uncomfortable, but humiliating. It felt as though he were trying to take control of my life by owning me. Not only did he try to buy me off, but he persistently invaded my personal business by asking prying questions about my, at the time, engagement. He suggested that because my fiancée was military, that I was being cheated on, that I should leave, and that he couldn't fix my problems despite me never asking him for any input. In addition to all of this, I noticed his eyes constantly moving down to my chest as well as how he frequently invaded my personal space. As soon as I had noticed this, all of everything else made sense: he was trying to see if he could get me to sleep with him. After realizing all of this, I told my mother about the situation and she suggested that I quit. I was much too afraid to tell my father about the indiscretions for fear of him causing a larger problem for me; so I listened to my mother and planned to quit. Rick Clarke made me watch as he typed up my letter of resignation in the most punitive way he could and had me sign at the bottom, having me collect my things and leave. Two days later, he texted me and promptly asked me on a lunch date. My bottom line: DO NOT WORK WITH THIS MAN. Rick Clarke not only takes advantage of his employees, but also his clients by manipulating them into doing whatever benefits him. He is racist, homophobic, has minimal respect for the armed forces, is extremely misogynistic, and is an all around unpleasant business partner.

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've been banking here forever. I've brought multiple people to the bank, and even though it's now…read morepart of a much larger bank (Wintrust), my service has never changed. I've always appreciated that they've had long time employees who were there when I started banking there and who recently retired - I think it says something about a business, when employees will work there for decades. I will advise customers not to be complacent, as sometimes there are new products that are a better fit (or give better interest).

Double counting!!…read more Wintrust Mortgage Received payments in the amount of $25,872.80 in 2016 and $4156.58 also in 2016. Then sold a loan called loan B in in March 2022, which consist of $25,872.8 for past due interest and $4156.58 for an escrow shortage and $8867.88 which made loan b $38,897.26 which they sold loan B $38,897.26 even though payments were made in 2016 of $25,872.80 and $4156.58. So they counted it twice and I'm still paying on it even though it was paid and then they sold it to someone else. They admit to the Payment of the $25,872.80 but still have it Loan B. In other letters, they deny that the $25,872.80 was a payment. They cannot make up their mind and how to get away with this and they think I'm going away. NO I AM NOT

Deceptive Practice I…read morereceived an invitation to attend a retirement seminar / dinner. (I've received many in the past.) I replied SAME DAY and was told that they were full. The sales rep then tried to switch me into moving my accounts to them. Not so much as a presentation or fulfillment of an invitation. Why would I trust them? And why would anyone else?

Working with Lisa, Terry, & Nicole is such a pleasure! Such a cohesive team and they are always…read moretimely in addressing my needs. They are completely transparent as well, they make me feel like I'm a part of the family.

I was seeking a local investing firm and happened to come across Kabarec Financial Advisors on…read moreYelp. Honestly, I didn't even know if they were exactly the right company for what I needed to do. So I just stopped in today and spoke with Michelle. Despite my frazzled and exhausted first-time-mom appearance and my "i have no decent clothes that fit right now so these sweats suffice" wardrobe, neither the receptionist nor Michelle made me feel out of place. As it turned out, for my situation, Michelle advised it is best for me to go to an investment firm and open an account directly with them. Michelle was quite professional, knowledgeable, and able to provide some great advice despite her company not being the exact fit for my needs. If I should ever be in need financial advising, I would absolutely return to Kabarec for their services.

From the owner: Our financial advisors in Chicago work with families and businesses to develop effective game plans…read morein a common language. For us, it's about making the complex simple. As financial advisors, our role is to enable you to confidently pursue your goals.