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Finance Advising reviews in Skokie

  • A
    Deerfield Financial Advisors Inc
    They provide us a fee-only service that is subtracted from our investments quarterly. It is based on an annual fee and they charge a set amount every year. We spend about four hours going over everything and they make recommendations for any changes we may need. The also frequently monitor our investments and if there are any problems they let us know. They are very accessible and I am always able to call them whenever I have a question . They believe in a very diversified portfolio that is based on each of their client's particular situation.
    - Thomas B.
  • A
    Charles Schwab - Lincoln Park
    They have been fabulous. Their service is so good. They have service representatives who work round-the-clock and of them that I have talked to have been extremely knowledgeable and extremely polite. They have been terrific. I have done business with other banks and none of them compare with the high quality of service that Charles Schwab Brokerage and Charles Schwab Bank offer. I recently had to wire money to somebody and their charge was only $25. They don't have ATMs but they reimburse me the charges that I have paid for withdrawing money at other ATMs. I had to pay a charge of $350 in appraisal fees when I re-mortgaged my house. I called my broker at Charles Schwab and told him about our unemployment situation. He took care of it for me and we did not need the appraisal done at all. I am very happy with them.
    - Ronald K.
  • A
    Moschel-Ghan Financial Services
    - James C.
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Financial Advisors in Skokie

Companies below are listed in alphabetical order.

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