Absolutely DO NOT bank here or have your elderly family members bank here. My elderly mom ( who…read morerecently had a stroke) was just treated terribly by their customer service line and then by Bob the assistant bank manager. She was just trying to do an address change and they first demanded that she shows up in person ( she's currently in a retirement home and unable to physically get into the bank) and they did this AFTER an hour of asking her questions on the phone and hanging up on here 2x! She provided them with all the information they needed yet they HUNG up on her and then said oh " the bank manager says you have to show up in person". I've heard that the customer service is crappy from this bank branch in downtown Wheaton but heck seriously? Now they're saying they will need her signature to change her address ( which is completely unorthodox) and will only snail mail it to her ( Bob refused to express mail it). Not only will my mom not be moving any funds to this establishment but we will make sure that others are informed of their lack of customer service.

I've had bank accounts at several banks in the area but I have to say that Wheaton Bank and Trust…read morehas been the most helpful. Recently we moved and I wanted to update my address. The local bank changed its records and then referred me to their tech department. The tech department changed my profile which allowed all of my bill payment payees to be notified of my address change made my life much easier. Thanks WBT! Jane H

Chris Masek is the best financial advisor. I wouldn't trust my money to anyone else. He is…read moreorganized, follows through, fully explains things, doesn't push you to buy or sell any product and is 100% trustworthy. He looks out for your best interest and cares about your position in life.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I had a 403B account with Thrivent. I took over a month to transfer my money to Fidelity. I…read morecalled customer service over seven times. My Fidelity financial advisor called them over four times. After one hurdle was cleared, Thrivent said that more was needed. This happened time and time again. Thrivent could not find my forms. They lost my forms. They never received my forms. They had one excuse after another. Each time they apologized, but that did not help. My Fidelity financial advisor thought that their handling of my account was a joke. Finally, I was able to pull all of my money in my 403B account out of Thrivent. I will never use them again.

Chase Dickson was my useless representative. I was putting money into an annuity while I worked…read more I retired, and never heard from him. He ghosted me! Finally he found someone else to work with me, and this lady is nice. However, I can't imagine him being conciencious about any work that he does.

This organization appears to be run by scammers. They are not a well run, professional…read moreorganization. They do not have follow through on client matters, and worse they look for ways to nickel and dime those who choose not to become clients. They drag their feet when completing documents, and do not return calls in a timely manner. These people are not worthy of being entrusted with the proceeds of a lemonade stand let alone someone's financial future. Truely, they are not even worthy of a single star.

Never answers phone. I left several messages and sent emails. My policy got turned over to these…read moreclowns once my agent left. I haven't spoken to these clowns ones. When you call you get a recording by a lady who seems out of breath. Stay away

My husband and I have worked with Sean Ford for the past several years as our financial advisor and…read moreconfidant. Sean is an outstanding consultant with great attention to detail and has a vast knowledge in retirement planning. We highly recommend Sean and Streamline Financial. This entire staff is so professional and we love the values they stand for. This team of professionals are outstanding and Sean gives us "Peace of mind " regarding our future. It's so refreshing to work with a company like this and a consultant that has such great values. Thank you Sean for all you do, you rock!

Over the years, Sean has shown care for us personally. He asked questions to learn about our dreams…read morefor the future and discussed the plans to get us there successfully. Each semi-annual review brought more discussion to reassess where we stood and how we felt about the progress and the process. He is honest and knowledgeable. As such, he suggested several moves to take advantage of our current tax bracket. He is quick to respond when we have questions. The whole Streamline staff is above reproach. We can relax and enjoy retirement knowing that they have our back. Thanks Sean and Streamline! You are an answer from God!