I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

Had an account in Barrington, IL was switched to Schaumburg, IL with my knowledge. Quarter meeting…read morewas always a battle because, my work finish time is 5pm, advisor and Schaumburg office account person was complaining about out 5:15 pm 30 minute phone call. Numerous last minute schedule changes due to family issues...Do they want to be advisors to my schedule or not??? Sick and tired of this whining bunch of so called advisors. Oh, and by the way, having so many "accounts" with little growth even though the market had been breaking records. So long Schwab, and hello to another group.

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.

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!!

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.

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.

Great place to come to get into the real estate business without having to put a lot of money down…read moreand without having any experience yourself in real estate. I didn't know much about real estate crowd-funding but the staff clearly explained how the deals work and they made me feel comfortable in investing in my first project. I first learned about them by checking out the website and had an overall good experience with the whole process. I would recommend doing a some research first before getting involved in a deal just to make sure it's for you, but it was a good opportunity for me and I make extra income now.

From the owner: EquityRoots is engaged in real-estate crowdfunding for hotel assets, as well as real estate…read moreeducation directed toward first time investors and real estate investors new to hotel crowdfunding.

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.