phenomenal service phenomenal people who work there!!!!!!!…read morethanks schwab in naperville!!!!!

Love this particular location of Charles Schwab! Everyone here is super friendly and great to work…read morewith. Whenever I have any investment questions or just need to check on my accounts, they are all eager to help and chip in how they can. Super personable as well - they remember you which makes their customer service great. They have a lovely seating area and offer coffee/tea while you wait if you have scheduled an appointment. They also can walk you through the online portal if you work with them as well.

I had a consultation with Curt recently in regards to developing an approach to a specific debt…read moresituation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.

After 35 years of a demanding career with a Fortune 100 company, I really wanted to focus on my…read morefamily in retirement. To make sure everything was on point, I hired F5 Financial to manage our Financials. I wasn't interested in hiring an advisor that only wanted to squeeze out an extra dime where possible. I wanted an advisor like Curt, who looked at things comprehensively. I like F5's holistic approach to financial planning - it's structured and disciplined, but it's tailored around our goals (like purchasing a vacation home soon). Because it's well-structured, nothing gets overlooked, and Curt holds me accountable to make sure there is follow-through. He brings a high level of integrity and responsiveness to his work, which I appreciate. I'm very happy with our financial situation and the peace of mind I get from working with F5.

I've been working with Sean and his team (Cheryl primarily) for over five years, and I couldn't be…read morehappier. When I began looking for someone to help me with investments and other financial services, I had a (long) but relatively basic list of criteria: Is this person: - Smart? (knowledgeable about the services they're offering, including a basic understanding of simple tax laws/implications from investment decisions) - Trustworthy? - Communicative? - Likable? - Humble? - Passionate about gaining financial freedom? - Equally as determined to help me accomplish (and exceed) my financial goals? - Dedicated to their business/their firm? Sean embodies all of these qualities, and that hasn't changed since the day I switched to him from my previous Financial Advisor. Outside of the incredible gains my money has made, I genuinely LIKE Sean. He's warm and personable and although very busy, never too busy to make time for any client who needs it. He learns what the right level of communication is for each of his clients and follows their lead in a truly exceptional way. Lastly, since switching to Sean, I've moved to California and could easily pick a new Financial Advisor. But unless something completely crazy happens, I won't. In fact, not only have I've kept my money with him, but I've increased my contributions due to the level of satisfaction I've experienced with him and his office staff. If you're considering working with a Financial Advisor but aren't sure where to start, or you have questions about how it could benefit you or your family, I would HIGHLY recommend Sean.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My banking needs are relatively simple…read more I became exceedingly unhappy with the service and poor attitude that I was receiving from PNC. I had originally started as a MidAmerica (the Naper Boulevard branch) customer, was swept when National City took over and then finally PNC ("PREVIOUSLY National City" :-) came in. MidAmerica was a great local bank. In my last year with PNC, there were always unnecessary and surprise charges. It became very clear that PNC was not in business for the little guy, although I was a legacy customer from MidAmerica. Having switched banks before, I could see where this was going. So, last April, I marched myself over to Naperville Bank & Trust and set up an account with Loretta. Other than to write this review, I have not looked back. The on-line banking works well and on time. They even have mobile banking, but I have not availed myself of that. The locations are convenient. NB & T is tied into Wheaton Bank & Trust and Glen Ellyn Bank & Trust such that the local banking and ATM networks are huge and convenient. If I remember correctly, Naperville Bank & Trust customers NEVER pay to use an ATM in the U.S. If you are charged, then they reimburse you. Is that "crazy generous" or what? If you have had your fill of PNC or Chase or the other big banks and their shenanigans, then you might want to give Naperville Bank & Trust a try.

With the services that Chase is taking away from their customers, I have become angrier and angrier…read moreevery time I go into the bank. The bank cannot count my change and has now taken away human tellers in favor of a machine in my branch. When I passed a sign that indicated a bank would count my change, I knew I had to open an account at this bank. As soon as I walked into the bank, the atmosphere made me remember what customer service could be. I was warmly welcomed and greeted by the employees including Irma who set up my new account in a very painless way. The online system is not difficult at all. Those of us who are not the private client customers that Chase is courting need to smarten up and start to use community banks. I will be exploring the app, and I will be reporting back on that. Oh. At Naperville Bank & Trust I can use Apple Pay. Why would I need any other bank?

There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

Went in to help my mom square away her investments. She really doesn't know much about investing…read moreso i was a little nervous. She met with the nicest lady, i think her name was Tara. She was very patient, brought the conversation down to my moms level and help her understand what it is that she owns. My mom was so pleased she is going to come back and hire them once some CD's come due. Tara turned a somewhat nervous meeting into a very happy outcome.

You are responsible for your own investing. They get to know you, especially your financial needs…read more Then they help direct you appropriate investments.

First of all, if you don't have a financial advisor please get one. In the beginning, all we have…read moreis time, but when the money starts to come in or you're looking at retirement, the time you had will benefit you exponentially. Secondly, you have to find a financial advisor you trust and have confidence in. The Ameriprise team of Kabza, O'Hara and Associates do just that. We've been with Kevin O'Hara since we were in our 20's, when we had all the time in the world to plan for our future. Now that we are entering an age where retirement is not just a distant pipe dream, we are happy that we started when we did. Kevin is a trustworthy financial partner for our household. He listens and gives his opinions. He is knowledgeable and current. He is not pushy or forceful and really wants to understand where we are and our goals. His meetings with us are not rushed or is he trying to sell us product after product. He effectively helped our parents to retire comfortably although they started later they were in their 50's. He has helped them manage the money that they have and goes above and beyond to explain situations that they are in or the state of the economy to them. We are confident that with Kevin's partnership our current financial state, financial future and retirement are secure and safe. Call them you won't regret it!

Sound investment advice and fantastic people working at this EJ location. Pleasure to work with!…read more Highly recommended.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Was thinking about switching to Schwab. They had me meet with Brian Richter. For what it's worth I…read morehave a little over 1 million in net worth. That may not be that much by Geneva standards, I don't know. But Brian is not the guy they should have meeting potential clients. Not a great personality and doesn't seem to be that knowledgeable. Left not feeling very good about things. I am going to go with Edward Jones.

My family has been working with Charles Schwab for many years with three generations of family…read moreinvestors. We were so happy to have Scott Cullitan open the Geneva, Illinois office. The team at Schwab is outstanding. I use the Schwab website almost daily to learn and observe market. The on line telephone service is excellent for help with quick questions. Our recent encounter with Scott was most exciting when he introduced us to a new partnership with Cerity Partners. Finally in one place I have guidance from Charles Schwab and now can finally get complete information on many other areas of wealth planning, and more so financial and TAX and retirement planning. Thank you.

Mark Yackey took over our accounts when our financial advisor retired... in 2008. He guided us…read moreremarkably well through that difficult time. Following Mark's recommendations we have done quite well since. Our retirement prospects look very good. Mark knows our goals, listens to our concerns and is a very nice guy to boot. Solid advise and strong performance!!!!