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    The Horner Group, LTD

    2.7 (6 reviews)
    Open 9:00 am - 5:00 pm

    Services - The Horner Group, LTD

    Investment management

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    Charles Schwab

    Charles Schwab

    (5 reviews)

    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. :/

    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.

    Fidelity Investments - New offices - main floor

    Fidelity Investments

    (10 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.

    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.

    The Horner Group, LTD - investing - Updated August 2026

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