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    Merrill Lynch

    5.0 (1 review)
    Open 8:00 am - 5:00 pm

    Services - Merrill Lynch

    Investment management

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    5 years ago

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    Northbrook Bank & Trust

    Northbrook Bank & Trust

    (5 reviews)

    I have worked with this bank for over 5 years, both as a treasurer for a small organization and as…read morean individual, and have always found them to be very helpful and timely. The various people I have worked with seem to genuinely care. Most of my contact has been with the branch on Sanders which has just closed, but I hope to receive similar service at the Deerfield branch. Yelp has put me in the wrong State for some reason. I live in Illinois.

    Bringing my business to them, trying to open a 5 digit CD. Wondering what is taking so long 45…read moreinto it to be told 'not sure what is going on with the system'. I knew something was wrong because nothing was progressing and silence. Then I was told oh I may need to void it and start over? I can only wonder how much longer it would have taken had I not asked what was going on. Told it was a bank wide system issue and they could not help us [after exactly 53 minutes there]. From 1:14 pm to 2:07 pm. Manager came and said she tried but systems were down. I asked her why not call corporate office for them to help confirm the transaction given we were there for 1 hour and she said all systems were down and they could not help either. I left my number and asked to be called when system came back up and we would return. It's 7:11pm and no call and of course they are closed. I left and called the BMO HIghland park location 25 minutes away and their system was perfect absolutely no bank company wide issue whatsoever. Went over and opened a large CD within 25 minutes [lady knew what she was doing] and returning again to open a much larger CD for my parent. As a Corp Executive my time is precious like every other person working full time and with kids and today i wasted 1 hour of my time on nothing. Northbrook team... you left alot to be desired......

    Serenity Wealth Management

    Serenity Wealth Management

    (3 reviews)

    I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

    I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

    Merrill Lynch - investing - Updated May 2026

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