I am a loan officer, and Dave is one of a small handful of individuals I have trusted my clients…read morewith for their insurance needs. He is very patient with our clients, and walks them through their options. I feel like he is thorough in addressing any potential blind spots in their coverage while also not upselling them with things they simply don't need. A great option if you are looking for a local agent for your personal lines needs.

Great customer service, super knowledgeable staff, they're great at explaining the coverage you…read moreactually get and getting competitive pricing on policies. But most importantly, when I had a claim, they handled it quickly and seamlessly -- it made a really bad situation so much better. They paid personal attention to me, were available very early in the morning when I discovered my car had been broken into, and even called a glass company and scheduled them to come out within an hour.

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.

Wonderful service! Wonderful insurance knowledge. Available 24/7…read more Gurv and his assistant are attentive with detail. I definately recommend using this Insurance company to serve your insurance needs!

Very knowledgeable Insurance Agency. Gurv will give you outstanding service and always put you into…read morethe right products for your needs. They are extremely helpful and always willing to go the extra mile for anything you desire to do when it comes to home, auto, and bundling services. If you need an agency that will place your needs at the top of their priorities call Amber Insurance Agency and you will not be disappointed.

All staff at this Wintrust/Bank of Highwood/Fort Sheridan are well trained and courteous. I have…read morebanked at this Branch for more than 20 years and have appreciated their attention to detail, banking knowledge and customer service. Tony DeGrazia

Very friendly, personal and helpful service with my scheduled appointment. Manager personally…read moreassisted with the account changes in record time.

I use Obie Insurance to cover my rental properties. Today I had to call customer service for an…read moreissue with my renewal. Lindsey was so incredibly helpful. She was patient and processed my exact request quickly and efficiently. Great customer service!

Have been with Mr. ISENSTEIN's firm for many years. He has done an excellent job with our small…read morebusiness and personal taxes. We are originally from Chicago and have lived in Nevada for 16 years. We still had Mr. Isenstein do our taxes. He returns our calls or e-mails promptly and is a true professional..

I've been working Steve for years. He's organized, professional, and a very nice person. I…read moretypically don't make recommendations to friends and family or write Yelp reviews since I know that it's in some way a reflection on me, but I have no trouble going to bat for Steve.

Very professional group of people. They listen to what you have to say and then they tell you what…read moreis best for your situation. Thank you for your support.

It is a pleasure and an honor to build a relationship with the members of the Tranel Financial…read moreGroup. They continue to help and exceed my expectations personally and professionally. They also host a very influential and inspirational business community connecting/networking event every Thursday morning @ 7am that I also highly recommend.

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!