The Charles Schwab Winnetka branch is located in the West Elm shopping district, and provides clients with financial and banking services including investing, financial planning, mortgages, checking and savings accounts and more. This branch also hosts workshops to educate people on financial literacy and smart financial planning, as well as how to best use Charles Schwab services, and is also involved with the local Chamber of Commerce and Rotary Club.
Connally McCarthy and Associates, part of Securities American Incorporated, is located in the La Grange Park, Illinois. Securities American is one of the largest brokerage houses in the nation, with over 19,000 brokers employed.