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.

I visited this website first made an appointment. Keep in mind that the website does not provide…read moreany clear delineation as to who you should meet rather it allows you to actually choose whomever you would like to meet. Upon actually physically going to this office and meeting with the person I had selected to meet I then learn that this person will not help me due to the minimum requirements. Rather that I would get passed on to another associate who quite frankly is not even old enough to remember the 2008 crash. However, I decided to give him a chance. And made an appointment via Zoom for the following day. I got on the Zoom call and he was late and after four minutes I dropped off from the call. I have no idea why these people think that being late for an appointment with a potential client was a good idea. I have no idea why being late is even an option without providing any kind of notice to a potential client. Well, I do understand that they have base pays and the rest as far as cash, bonus or short-term incentive are probably based on some type of sales goals. This is a classic very simple example of how to lose a client in less than 48 hours.

I made an appointment here online left all my information. Received a call after 48 hours and they…read moreleft a voicemail luckily on my cell phone. I tried calling them back three times within the hour and no one picked up the phone. Everything went straight to voicemail and therefore we never actually made any kind of contact. Further, the man from Charles Schwab never tried calling a second time to try to reach me. I am sure they have caller ID there where they show missed calls. In fact it also probably shows the name and the phone number so they knew I called back three times and still never called me back. This is definitely not the way to do business and part of me is glad they didn't call me again.

I have a new brokerage account that I wanted to get some clarity on how to operate it, from Charles…read moreSchwab, so I went online to make an appointment. A young man called me back and told me that I didn't need an appointment just to get clarity on my account, that I could just walk in and see someone. I came to the office, and the receptionist and Manager were so unhelpful. They just passed me a card and told me to call the toll free number to speak with someone. I protested and asked if I could just speak with someone for 10 mins, and they still refused me. I was so disgusted with this LACK of customer service. It is unfortunate, that I won't ever be able to consider the branch office as a resource, because I won't ever go there again. Horrible!

I scheduled an appointment online to come onsite to this office to meet someone in person…read more Upon arrival i was seated on the first floor and offered nothing while I wait. There was a table with refreshments and snacks. The person who greeted me retreated behind a glass wall with a locked door after checking me in for my appointment. In that room were at least 4-6 other employees all on their laptops in a communal working table. There were what appeared clients meeting with a fidelity employee in the glass rooms in the receiving area and you can hear everything. there is no privacy there.

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!)

My wife and I went to this bank,received excellent customer service from mgr Nadia!…read moreThis bank is much more of excellent bank than TCF!Will transfer all my ACCTS to Wintrust bank Asap!Excellent banking products!

Best Bank in town!!! Both Nadia & Maria took care of my situation!! They are a very tight knit…read morebank! They care about there customers & there intentions are for the good of the customer!!

Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

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.

I couldn't be more happy with Lauren and Kevin's knowledge and advice. Going into retirement I had…read morea fear that I wasn't ready which caused me a lot of sleepless nights. They took the time to evaluate everything for me and laid out a plan to insure I could enjoy my retirement without having to fear it. I highly recommend them.

Horrible. Alec Montoya keeps dodging my calls. Won't give me any useful information about my money…read more Horrible communication on his part. I will be contacting someone higher up about this. This is ridiculous

I can thank Mercer Advisors for helping me achieve significant life goals over the years. Financial…read moreindependence was first on our mind when we went to "boot camp" with them and began our journey. Identifying those things which we had that did or did not add meaning to our lives assisted us in getting rid of unnecessary baggage. We were encouraged to make disciplined choices with our finances that have helped us achieve our goals. Through the thick and thin of many years we have stayed the course with Mercer and are very thankful that we have. I can thank Mercer Advisors for the peace Cathy and I have enjoyed. I read frequently about the plight of so many professionals who face retirement with uncertanty and no real plan. If there is another firm who is as capable as Mercer Advisors, I wouldn't know since I did not need to look further. Mercer Advisors carried the burden of our long term fincancial well being and helped us with our dental practice as well. Our success is mirrored in Mercer's own well deserved growth. To highly recommend Mercer Advisors is my pleasure.

Salespeople that tried selling me EXPENSIVE annuities, it was such an unpleasant experience. Stay…read moreaway!

I have known Raj and been listening to his radio show for about two years. His approach to being an…read moreadvisor is to listen, offer options and information and then discuss how you feel about those options. There is no high pressure or hard sell. He has shown me ways make money when the market is moving up and to hold on to my money when it's not. When choosing a Financial Advisor there needs to be trust. All I can say is my experience with Raj has been very positive, I believe yours will be the same.

My wife and I sat with Tim and got some great help and options for our future plans. He patiently…read morelistened and added some ideas to the conversation. Didn't charge us a dime. We were elated and appreciative of his time and will come back when we are prepared to move forward. I really recommend to listen to some of the ideas that were given to us and we think they will be helpful. We met Tim and Sean at a local seminar and was very happy we took him up on his free consultation offer. Really worth the time to sit and learn! Thanks again Mana David L

From the owner: Looking for help with Social Security planning or your 401K? Mana Financial offers a friendly, no…read morepressure way of doing business. We help simplify things, so you understand your options clearly. This allows you to make informed decisions that are best for your personal situation. Check out one of Tim's webinars if you have questions about your financial future.