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    Charles Schwab

    2.5 (4 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    Fidelity Investments - New offices - main floor

    Fidelity Investments

    (9 reviews)

    Fidelity has focused more recently on creating in-person branches closer to where there customers…read moreare: this location serves the greater Western Chicago Suburbs (Schaumburg area). Walking in, it reminded me of a small bank: a queue of people waiting in line, really young staff helping them, when there is nobody in line, nobody at all manning the greeting area at certain times Waiting in a queue to just check in for a scheduled appointment and not having a dedicated greeter directing traffic for people walking in: two things that your neighborhood bank would do better than here. For a company like Fidelity, it just felt really off..rather cheap. We had a scheduled appointment, and got to walk back through locked doors and there is a large area of offices and conference rooms and that was fine. The prospective meeting was beneficial and we learned that Fidelity (at least in the Chicago area) is now being very clear about providing personal support: only if choose to use them to actively manage your assets (paying a percent of assets as commission). Perfectly fair, and something that probably has to be done to be competitive with other financial compaies.

    New location is very nice. Preferred parking is available as well…read more Always amazing excellent service provided at this location. Advisors are always quick to check you in for appointments with your own portfolio advisor and to help with pick up/drop off items.

    Fidelity Investments

    Fidelity Investments

    (5 reviews)

    My family and I have been banking with Fidelity Investments for over 30 years! Their services are…read moretop notch -- everyone I've worked with is very knowledgeable and efficient! They moved from their now former location (next to the Kuma's burger restaurant), to the plaza next door, new address: 1570 E Golf Rd, Schaumburg, IL 60173; they are in a 10-floor brown marble-looking building next to the Lennar building and are on the first floor to the left as soon as you walk into the lobby! (Their building is next to the plaza that has the Woodfield Hyatt and City Works in it)! They occupy a first floor suite plus the 10th floor! I was helped by a professional, pleasant (and pretty) young lady named Eeshie, who quickly and efficiently deposited my check into 1 of my Fidelity retirement accounts! (Make sure you've already got the Fidelity account number of the account you want to deposit that check into, written on the back of your check, just to make things easy for yourself and the Fidelity rep!)

    It's really too bad that the prior review of Fidelity was so bad. I've been using Fidelity…read moreInvestments since the 1970s. Having a local branch is very convenient. I've used them for a variety of services, all of which have been and continue to be well managed. In the times I have been there, they have always been professional and pleasant and provided whatever service I needed quickly. If you need to wait, they have butter cookies, candies and a Keurig Coffee Maker with a variety of choices.

    Charles Schwab - investing - Updated May 2026

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