Heritage Wealth Management at 625 North North Court #100

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625 North North Court #100, Palatine, IL 60067 Get directions

+1 847-701-0165

heritagewealthmanagement.net

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Heritage Wealth Management provides a wide range of banking services including loans, credit cards, mortgages, certificates of deposit, savings, mobile banking and others. Heritage Wealth Management located in Palatine, Illinois. You can find other bank branches and ATMs located near you.

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Latest reviews about banks and ATMs

★ ☆ ☆ ☆ ☆ Review of "Key Bank - Main And Jewett Branch" at 2421 Main Street Attention all business owners! Please be advised to exercise caution while dealing with the branch manager Nujhath Naeema at this particular location. Our investigation has revealed that their communication skills are subpar, and their banking practices are questionable. If you are considering applying for a business line of credit at this branch, we strongly recommend that you think twice. The bank's procedures are not transparent, which may lead to unforeseen difficulties. We urge you not to take any risks with your business's success and instead look for a trustworthy and transparent bank. Added February 01, 2024 by ew
★ ★ ★ ☆ ☆ Review of "Wells Fargo Bank" at 23701 Calabasas Road I recently visited the WF bank with the intention of opening a new account, and the entire experience left me thoroughly dissatisfied. I was there at one o'clock in the afternoon, and I was dismayed to find myself waiting for a staggering hour before anything transpired. The pinnacle of my frustration came when the Branch Manager, Sarmen Hairapetian, finally acknowledged my presence, only to dismissively inform me that he didn't have the time to assist me at that moment. What struck me as particularly egregious was the abundance of staff present in the branch. Despite the apparent manpower, not a single employee could be bothered to step in and help expedite the process. It was disheartening to witness a lack of coordination and customer-centric focus within the branch. The disorganization and apparent indifference displayed by the staff, especially by the Branch Manager (Sarmen Hairapetian), left me questioning the competency and professionalism of the entire establishment. The simple task of opening a new account turned into a needlessly prolonged ordeal, and the sheer inconvenience of the situation was entirely avoidable. Regrettably, I cannot recommend this WF branch (23701 CALABASAS RD CALABASAS, CA, 91302) based on my recent experience. Customer service should be a priority, and the blatant disregard for my time has undoubtedly left a lasting negative impression. I hope this review serves as constructive feedback for the bank to reassess its procedures and prioritize the satisfaction of its customers in the future. Added December 30, 2023 by AL
★ ☆ ☆ ☆ ☆ Review of "SEFCU - Schodack" at 89 Miller Road It is not helpful when the phone number of the local branch is not provided. I just need to call and see it thete is a notary. Added December 16, 2023 by Karen

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Latest news

January 27, 2022
Bank of America raises base pay for top bankers
Bank of America Corp (BAC.N) is raising the base salary for senior bankers, according to a person familiar with the matter, its latest attempt to retain top talent in one of the most competitive years for pay on Wall Street.