First Midwest Bank Review

First Midwest Bank is a Chicago-based bank that provides a wide range of financial services. They combine size and stability with quick response. The bank is proud to offer a large array of products with close personal service, and also has a global perspective with strong local knowledge. This bank will be able to offer the optimal solution if you are looking for commercial expertise, wealth management, or just a family bank.

First Midwest Bank

First Midwest Bank has120+ branches and 55,000+ ATMs across the United States.

Services

The bank provides a wide range of services, including:

  • Equity Management Strategies
  • Fixed Income Management Strategies
  • Globally Enhanced Management Strategies
  • Portfolio Management

Guardianship Services:

  • Paying all bills and ongoing expenses
  • Helping determine living expenses and cash flow needs
  • Monitoring medical insurance filings and expenditures
  • Preparing and filing of federal and state income tax returns
  • Prudently investing and managing the assets
  • Coordinating with consultants and the guardianship attorney
  • Preparing periodic court accountings
  • Keeping families involved with the decision-making process

Caregiver Solutions

  • Avoiding Unintended Outcomes
  • Understanding the Legal Documents
  • Understand the Challenges. Find the Solutions

Fiduciary Services

  • Trustee
  • Estate Settlement
  • Agent for the Trustee / Executor
  • Guardianship Services
  • 1031 “Like Kind” Exchange
  • Financial Planning
  • Investment Analysis
  • Retirement Planning
  • Income Planning
  • Insurance Analysis
  • Education Planning
  • Estate Planning, and others

Agency Services

  • Investment Management and Securities Trading
  • Consolidation of Assets (Real Estate, Life Insurance and Private Equity)
  • Duplicate Statements (to Attorneys, Accountants, Beneficiaries or Heirs)
  • Payment of Bills and Receipt of Funds
  • Consolidation of Tax Information

Contact Information

Email: Customercare@firstmidwest.com

Phone: 800-322-3623
Monday through Friday: 7am to 7pm CT
Saturday: 8am to 5pm CT
Sunday: 9am to 2pm CT

Locations: Chicago, Central Illinois, Knox County, Illinois, Northwest Indiana, Quad Cities