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Fidelity Investments

1 N LaSalle St #100
Chicago, IL 60602 800-621-9222

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Very kind and professional workers. It was easy to do business with them. - Sep 05, 2023

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Chase Bank

10 S Dearborn St
Chicago, IL 60670 312-732-1164

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The large banks are very systematic. The service is somewhat personalized,... - May 26, 2020

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BMO Bank

520 Green Bay Rd
Winnetka, IL 60093 847-441-4444

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Have not met with my financial advisor in person nor he has updated me as an... - Jul 25, 2022

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Fidelity Investments

1 Skokie Valley Rd
Highland Park, IL 60035 800-325-1105

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Have helped me in many ways. Very competent and professional staff. Tailors... - Oct 21, 2025

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Morgan Stanley Financial Advisors

227 W Monroe St #3400
Chicago, IL 60606 312-648-3471

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Highly recommend our advisor. Highly competent and knowledgeable about the... - May 11, 2020

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TIAA Financial Services

333 W Wacker Dr Fl28
Chicago, IL 60606 312-332-2272

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After we requested a new advisor because our previous advisor had not returned... - Oct 25, 2023

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Merrill Lynch Wealth Management

1033 Skokie Blvd #500
Northbrook, IL 60062 847-564-7200

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Tom Nahrwold is extremely client focused. - Jul 24, 2022

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Vanguard.com

877-662-7447

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my ad visor was very knowledgeable and patient with answering all my questions... - Jun 15, 2021

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Morgan Stanley Financial Advisors

2211 York Rd #100
Oak Brook, IL 60523 630-573-9700

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Always there when I have a question. - Jul 14, 2022

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Morgan Stanley Financial Advisors

4225 Naperville Rd #255
Lisle, IL 60532 630-505-3232

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Been with them six years, they have consistently met our plan - May 11, 2020

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UBS Financial Services

1 N Upper Wacker Dr
Chicago, IL 60606 312-525-4100

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Complete explanation of portfolio structure and any changes. Portfolio created... - Sep 16, 2023

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Fidelity Investments

1415 W 22nd St #100
Oak Brook, IL 60523 800-526-7260

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Have worked with Fidelity for over 10 years and have been very satisfied with... - May 13, 2020

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Northwestern Mutual

1901 Butterfield Rd #300
Downers Grove, IL 60515 630-353-2300

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Scott Goldstein is great. - May 13, 2020

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UBS Financial Services

5 Revere Dr
Northbrook, IL 60062 847-498-7700

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No raters have left a written comment.

UBS Financial Services

One Tower Ln #1700
Oakbrook Terrace, IL 60181 630-574-0600

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Have been with this FA for 24 years - started when it was Paine Weber - Jun 24, 2026

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Fidelity Investments

15105 S La Grange Rd
Orland Park, IL 60462 800-381-6153

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I saw one advisor who told me that she thought more than $3000 of investment... - Feb 26, 2024

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Alera Group

3 Parkway N #500
Deerfield , IL 60015 847-457-3000

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Address changed to 3 Parkway N Ste 500, Deerfield, IL 60015 - Jan 24, 2022

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Morgan Stanley Financial Advisors

233 S Wacker Dr #9300
Chicago, IL 60606 312-827-6500

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Fees a little high, but do good work. - Jun 14, 2021

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Ameriprise Financial

2001 Butterfield Rd #1520
Downers Grove, IL 60515 630-515-0055

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No raters have left a written comment.

Ameriprise Financial

28381 Davis Pkwy #703
Warrenville, IL 60555 630-995-9836

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Dave Ellstrom has been our trusted financial advisor for over 25 years. - Feb 16, 2023

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

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