Bob and his team were professional, responsive, and a real pleasure to work with. The interest rate…read moreand closing costs were as promised and very fair. We recommend Bob very highly.

We had a great experience (as great as it can be for going through a loan process) working with Bob…read moreand his team. It was our first time buying a house in Chicago, and Bob was beyond helpful to show us various mortgage options that included short term and long term impacts. Based on the information he shared, we were able to feel confident in purchasing our home with the right loan that aligned with our investment strategy as well. Any questions we had or concerns, he would show us the advantages and disadvantages of choosing a certain option. In addition to knowing everything possible about loans, Bob and his team are extremely personable and great ppl to work with. They will call you at night when it's convenient for you to talk through any questions, they will learn what communication channel works best for you and adjust accordingly on their end (I preferred email and husband preferred phone), and they were a team that genuinely cared about providing the best service and experience - to the point that you want to stay in touch even after the loan process is over. I feel fortunate to have been introduced to Bob and his team through our realtor Mark Lale (who I would highly recommend as well), and will continue to use them for any future loan needs as well as recommend them to friends and family (or strangers reading this review).

Be it known that the financial advisor in this facility branch is the most kind person I've met so…read morededicated in his job and is all accommodating to all his clients . He goes out beyond to render service , as a client he made my investment worth saving and safe , confident that it will continue to attain its purpose . I personally thank Mr. Stephen Morris who have made my little investment life saving . Thank you for everything he does, more power to him . Kind regards, Fely Saint George (client)

From the owner: The Kilborn Group team brings shared ideas and resources to clients, offering a Goals-Based Wealth…read moreManagement approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill Lynch and the banking convenience of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children's or grandchildren's educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with their goals.

Janice at this office is exceptional- confirming goals, offering options, and making account value…read moresimple and manageable. She has been my banker for 15 yrs absolutely invaluable for parental estate management, teen and family accounts and my own practice. Recommend her highly - she navigates collaboratively and positively. She is an angel and joy in my financial life that makes Chase valuable!

Convenient bank in downtown Glencoe with a super fancy electronic ATM inside. Served my…read morecash-getting needs well! And someone greeted me right when I went inside, to boot. No complaints here!

Private wealth management firm in downtown Winnetka. There's a cool old ticker tape (stock tape?)…read moremachine inside the conference room. Friendly people, and there's generally parking right out front.

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.