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.

Chad is a top notch professional who is knowledgeable and friendly. He explains everything and he's…read morealways available to answer questions!! His administrative support staff is equally responsible, respectful and helpful!!!!

Great person & office to deal with. Explains all investment options. Old school service with…read morecurrent investment options

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.

This is where money goes to die. Not helpful, smart or conscientious. Could not access the trading…read moreplatform. They never offered an advisor. I was with this dysfunctional firm for far too long.

Sloppy, unprofessional, rude and incompetent employees. Someone at this branch in Highland Park…read morealtered a legal document to which I had affixed my signature. This unlawful action could have potentially permitted someone to transfer money out of my account. Prior to my learning about this egregious act, I asked at the Highland Park branch to speak to the manager. I was refused by the receptionist and told that the manager was in a meeting. Then, the receptionist informed me that in order to speak to the manager, I must make an appointment. The Fidelity employee who was initially involved in this interaction passed by me several times without acknowledging me or even asking if there were any more problems, since I had previously informed her that on the first document she sent me for signature that she had misspelled my name and had also entered the incorrect bank routing number. This is no way to operate a financial services business.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Buyer Beware! Promises made on the annuity return was 10-12% for the first year and compounded…read moreevery year after. At the recommendation of this financial group we took the stocks they picked and had less than 1% return for the year. Sorry to say we lost thousands of dollars. They sell what They make the greatest commissions on.

From the owner: We specialize in helping individuals plan for a comfortable and financially stress free retirement.read more

My husband and I just used Brian to help with all aspects of our estate planning. Brian is the…read morebest! He came highly recommended to us. We'll always use Brian for financial guidance.

From the owner: I help families develop a clear vision of a secure future. Financial responsibilities and options…read moreare becoming more complex. It is important to have an understanding of what we can control and what we cannot. A typical client will have a current concern - investment questions, retirement planning, understanding the risk in their portfolio, stewardship, or generational planning. As we work together, they will often express amazement and relief in the way our firm comes along side their family and helps develop a crystal clear vision, anticipating future needs and concerns with clarity and confidence. My firm offers two main services. Financial Planning - For a modest fee, we will help you answer the important questions you have been wrestling with. Impartial, objective, wise advice - not predicated on selling products. Investments and Insurance - Fee Based - Full Disclosure - We review with you at least twice per year. We desire that you understand and are comfortable with th

Had a small admin issue with my Wintrust account. Winnetka branch banker Erick G took care of it…read morewithin 24 hours. Wish every bank was this responsive, shout out to Winnetka Wintrust! Excellent customer service.

This is a great bank. Ive been using this bank, specifically this branch for years. The branch…read moremanager and all her associates are always friendly and try to help me 100%, as much as any bank I ever used in the past! They occassionally have the best rates around,and I'm very happy with Chris, Mary, and Liz. Dont hesitate to use this local bank. Mr. S